Welcome to LegalSquirrel™

WELCOME TO
LEGAL SQUIRREL

Legal Squirrel offers an intelligent, next-generation software platform built for attorneys to collaborate with clients, legal teams, and legal networks in a secure, shared workspace in real-time, to build each case from Intake through Discovery, Drafting, Filing, and Closure.

WELCOME TO
LEGAL SQUIRREL

Legal Squirrel offers an intelligent, next-generation software platform built for attorneys to collaborate with clients, legal teams, and legal networks in a secure, shared workspace in real-time, to build each case from Intake through Discovery, Drafting, Filing, and Closure.

Web Leads/Intake Manager

Quickly and easily create, edit, and add your intake form(s) to your website and receive real-time alerts of new leads via text message or email.

Track and manage each lead from your Practice Dashboard. When you accept a case, the system automatically sends a boilerplate engagement letter or packet. When you decline a case, you can refer the prospect/lead to another attorney inside or outside your firm, with one click.

Forms & Documents Library

Select from hundreds of forms and boilerplate documents shared by other attorneys, or create or import your own.

Task your client to complete the 100% fillable and searchable forms (not PDFs). Assign due dates and priority levels so the system can automatically track progress, alert you when tasks have been completed, and send reminders to your client when unfinished tasks are due or late.

Client Story Builder

Electronically capture and assemble every relevant component of your client's story into a logical and fully searchable format. Each Desired Outcome (e.g. I want full custody of my child) is supported by one or more Reasons (e.g. my ex is an abusive alcoholic), each of which is backed up by specific Incidents (e.g. on Wednesday, 25 Sep 2024 he came home drunk and injured the child) that can be proven with Evidence (e.g. photos of the injury, records from the Emergency Room visit, etc.)

Drafting Suite & Document Reviewer

Integrated split-screen doc writer lets you display any client-filled form, the client story, docs and templates, evidence files, etc. on one side, then simply copy and paste what's relevant into the legal doc you are drafting on the other side.

Use our advanced Elasticsearch engine to deeply search all available data sources for the word, phrase or legal term you want to find. Task the client and/or legal team members to review any document online in the shared workspace, with the ability for each to add their own comments and notes.



© 2024 Legal Squirrel, Inc. All rights reserved.

Web Leads/Intake Manager

Quickly and easily create, edit, and add your intake form(s) to your website and receive real-time alerts of new leads via text message or email.

Track and manage each lead from our Your Practice Dashboard. When you accept a case, the system automatically sends a boilerplate engagement letter or packet. When you decline a case, you can refer the prospect/lead to another attorney inside or outside your firm, with one click.

Forms & Documents Library

Select from hundreds of forms and boilerplate documents shared by other attorneys, or create or import your own.

Task your client to complete the 100% fillable and searchable forms (not PDFs). Assign due dates and priority levels so the system can automatically track progress, alert you when tasks have been completed, and send reminders to your client when unfinished tasks are due or late.

Client Story Builder

Electronically capture and assemble every relevant component of your client's story into a logical and fully searchable format. Each Desired Outcome (e.g. I want full custody of my child) is supported by one or more Reasons (e.g. my ex is an abusive alcholic), each of which is backed up by specific Incidents (e.g. on Wednesday, 25 Sep 2024 he came home drunk and injured the child) that can be proven with Evidence (e.g. photos of the injury, records from the Emergency Room visit, etc.)

Drafting Suite & Document Reviewer

Integrated split-screen doc writer lets you display any client-filled form, the client story, docs and templates, evidence files, etc. on one side, then simply copy and paste what's relevant into the legal doc you are drafting on the other side.

Use our advanced Elasticsearch engine to deeply search all available data sources for the word, phrase or legal term you want to find. Task the client and/or legal team members to review any document online in the shared workspace, with the ability for each to add their own comments and notes.



© 2024 Legal Squirrel, Inc. All rights reserved.