For law firms
Every enquiry answered. Every matter moving.
Settr builds your firm one system for intake, conflict checks, retainers, documents and client updates, on your own Microsoft 365, so lawyers stop doing admin and clients stop calling to ask where their file is.
From a 10pm enquiry to an open matter.
A personal injury enquiry that arrives after hours, followed through the system until the client gets their first status update.
- 12:41 am, Client: After-hours enquiry on WhatsApp. Got rear-ended on the 401 tonight coming off Keele. My neck is really bad. Do I have a case?
- 12:42 am, Client: Photos received.
- 12:44 am, Settr: Conflicts check clear. No party, insurer or plate match in 213 open and closed files.
- 12:44 am, Settr: Intake details captured. Read from his messages and the photo of the plate.
- 12:44 am, Settr: 3 statutory clocks started. Benefits notice due Nov 15 · OCF-1 due Dec 8 · limitation Nov 2028.
- 12:45 am, Settr: Replied. No advice, no fee quoted.. Thanks for reaching out, Jordan. Our intake clerk will call you before 10 am. If you're in pain, please see a doctor tonight.
- 12:45 am, Settr: Clerk call booked for 9:30 am. Invite sent to Jordan and the PI clerk.
- 8:12 am, Settr: Overnight email and faxes filed. 4 more documents filed to the right matter before anyone arrived.
- 9:14 am, Settr: Romano binder fails 2 of 5 lender conditions. Reply to the broker drafted for the clerk to approve.
- 9:30 am, Your team: Intake call completed. Clerk's notes added to the intake.
- 9:41 am, Your team: Lawyer opened the file. Only a lawyer opens a file. The system never does.
Built from a system running at a personal injury and real estate firm, where it replaced their practice management software.
The work today
Where your team's week goes.
Enquiries come in by phone, web form, email and WhatsApp, and the ones after hours go cold.
Intake notes, conflict checks and retainers live in four different places.
Clients call reception for updates the file already has.
Limitation dates and undertakings sit in one person's calendar.
What the system does
One system, built around your firm.
Intake on every channel
Calls, web forms, email and WhatsApp land in one place, with the intake questions for that practice area asked and saved.
Conflict check first
Every new party is checked against everyone on file before the consult is booked.
Consults and retainers
The consult is booked on the right lawyer's calendar, then the retainer goes out for e-signature and is tracked until signed.
Matter files
A signed retainer opens the matter: folders in your own Microsoft 365, the document request sent to the client, the team assigned.
Client updates
Clients get an update at each stage of their file, so reception stops fielding "any news?" calls.
Deadlines
Limitation dates, court dates and undertakings on a shared calendar, with reminders well before each one.
The guarantee
Guaranteed to cost less than the work it replaces.
Before we build, we write down what the work costs you today: the staff hours, the outsourced firm, the software you'd retire. Your system is priced below that number, in writing.
How a build works
You know the cost before we build.
- 1
Map
We sit with your team and list every task that repeats: who does it, how long it takes, which tools it touches. Then we put a dollar figure on it.
- 2
Design
One system on paper: what it takes over, what stays with your people, what it connects to. Scope, price and launch date in writing.
- 3
Build
Built in stages on your own accounts. Your existing records move across and your team gets their logins.
- 4
Launch
It runs alongside your current process until your team trusts it. Then the old way is switched off.
- 5
Run
We stay on to maintain it, watch it and add to it as the business changes.
Questions
Questions from law firms
Where does our client data live?
In your own accounts. Matter files and documents are stored in your firm's Microsoft 365, so your records stay with you and under your policies.
Do we have to give up our current software?
No. We can build on top of what you keep, or replace it entirely. That decision comes out of the mapping session, priced against what you pay today.
Who can see what?
Access follows your firm's roles. Lawyers, clerks and reception each see what their job needs.