Enquiries lost while you’re in court
Calls from prospective clients interrupt drafting, and the ones that come in during a hearing or a meeting never call back.
Viliera CRM · Law firms and advisory practices
The CRM for law firms that turns enquiries into instructions
Enquiries come in through the website, by phone and on WhatsApp, often while you are in court, and not all of them are in your area of practice. Viliera captures them, AI helps you see the right ones first and no good enquiry goes unanswered.
Card required · Set up in minutes · Support in English and Spanish
Today · who to call first
3 pending- Laura S.New enquiry, not called yet · Website
- Pedro A.Monday consultation, not confirmed
- Talleres RuizNo reply on fees: follow up today
Stages for law firms
- New
- Contacted
- Consultation booked
- Consultation held
- Fees sent
- Client
The problem
What slips through every week
Time spent on enquiries that don’t fit
Some enquiries fall outside your practice or have no real prospects, and you only find out after half an hour on the phone.
Fee proposals that go cold
The client asks for a quote, receives it and goes quiet. Without a dated reminder, nobody writes to them again.
How Viliera solves it
Features already in the CRM, applied to your day-to-day
An enquiry form with your questions
Practice area, urgency, region: up to six questions of your own on your website form, with a privacy checkbox. Every enquiry comes in with its source.
AI that reviews and scores every enquiry
The AI reads what the client tells you and scores the enquiry so you call the ones that fit your firm first.
WhatsApp and website chat with your firm’s information
They answer questions about your practice areas, what the first consultation involves and how you work, based on your instructions. They don’t give legal advice: they hand over to a person.
The first consultation in your calendar
A calendar per lawyer, email reminders and WhatsApp confirmation. If the client can’t make it, they appear in “Today” so you can find another day.
Engagement letters signed from a phone
With Viliera Sign (add-on) you send the engagement letter or fee proposal for signature, and the signed document is saved on the client’s record.
Calls with a summary on the record
Call from the CRM and the call is logged with its transcript and a summary, so any colleague knows what was discussed.
An example, step by step
An employment enquiry, from the website to the engagement letter
An illustrative case with fictitious names: this is how Viliera is used on a normal day.
Thursday, 13:05
An enquiry through the form
While you are in court, Laura leaves an enquiry about a dismissal: practice area “employment”, urgency “this week”. The AI reviews it and gives it a high score.
Thursday, 17:30
At the top of “Today”
When you leave court, “Today” shows you the new enquiry nobody has called yet. You call her from the CRM and book the first consultation for Monday; the call summary is saved on the record.
Sunday
Confirmation
Laura receives the confirmation request on WhatsApp and replies yes.
Monday
Consultation and proposal
After the consultation you send the fee proposal and the engagement letter for signature. The stage moves to “Fees sent” with a follow-up in two days.
Wednesday
Engagement letter signed
She hasn’t signed yet, so she comes back to “Today” with the reason. One call clears up her question and the signed engagement letter appears on the record.
Frequently asked questions
No. The AI replies with the information you give it about the firm (practice areas, what the first consultation involves, how you work) and follows your instructions on what it must not discuss. When the conversation needs a lawyer, it hands it to a person.
More industries
Viliera CRM for other industries
- CRM for clinicsFirst visits, WhatsApp confirmations and follow-up on every treatment quote.See page
- CRM for real estateBuyers and tenants with their source, viewings per agent and a portfolio that belongs to the agency.See page
- CRM for academiesInformation requests, open sessions and enrolments during peak season.See page
- CRM for agenciesOpportunities with their UTM, discovery meetings and signed proposals.See page
We’ll show you with a case like yours
Tell us how you work and we’ll show you Viliera set up for your industry. Or get started on your own: 14 days free, card required.