From consultation booking to retainer, as one line
Keep the deadlines and history for each matter, and automate the monthly retainer invoice.
No credit card required to sign up.
How it reaches the client (example)
- When booking a consultationPlease choose your preferred time from the available slots.
No more scheduling back-and-forth
A booking form with open slots settles the date in one step.
Each matter, from engagement to close
Track engaged, in progress and completed, and follow deadlines as tasks.
Retainer invoices and matching, monthly
Invoices are issued and payments matched automatically each month.
What you get
- ✓A booking form with open slots ends the scheduling back-and-forth
- ✓Engaged, in progress and closed matters tracked with deadlines
- ✓Monthly retainer invoicing and reconciliation on autopilot
How this industry uses it
CRM and customer records
Everything you know about a customer, and every exchange you have had, in one place. Replaces a spreadsheet customer list or a single-purpose contact manager.
See this feature →Shared inbox for enquiries
Enquiry email the whole team can see, with who is handling what in plain view. Replaces a shared-mailbox tool.
See this feature →Tasks and projects
Kanban boards that make team workload visible. Replaces a project management tool.
See this feature →The cost pays for itself — fast
How fast do you recoup the cost?
Enter your numbers — see how few sales cover the monthly cost.
You cover the monthly cost with just
1 sales / month
≈ $1.83 per day — anything above is profit.
Estimate only. Actual results vary by usage and conversion.
Quizzes for this trade
The verdict shows on the spot and becomes a tag that feeds the next message.
Use case
How getting started works
- 1
Sign up
Coming from this page opens the sign-up form with your industry already selected.
5 fields
- 2
Set things up
You start with the screens this industry uses. Contacts can be imported in bulk from CSV.
Bulk CSV import
- 3
Go live
The LINE and POS integrations can be added from the settings when you need them.
One settings screen
What to do next
Check the price, then go straight to sign-up.
Pricing
Pick one plan, then add options when you need them.
- ✓Salons, restaurants and communities: $55/mo (tax excluded)
- ✓Same price however many people use it (no per-user fees)
- ✓Add or stop add-ons at any time
You go to sign-up with the industry already selected. You can change it during setup.