Client Intake & CRM

Visual Workflow & Client Pipeline in One View

YorPro presents your matters, intake leads, and client interactions in a clear Kanban board — letting you track progress, move stages, and spot bottlenecks instantly.

Capabilities

What you get

Visual Pipeline Stages

Track every matter and lead by moving them across customizable stages — for example, New → Qualified → Active → Closed — so you can see workload at a glance.

Drag to Advance

Move a card to the next stage to update its status instantly and keep the whole team aligned on where each matter stands.

At-a-Glance Workload

See your entire pipeline on one board, spot bottlenecks early, and rebalance work before deadlines slip.

Leads and Cases Together

Manage intake leads, clients, and active matters in the same visual pipeline instead of scattered lists.

Questions

Helping you understand our platform better

Can I use Kanban for both leads and cases? Yes, YorPro supports board views for leads, clients, and active matters in the same visual pipeline.
Do card moves trigger automation? Absolutely, moving a card can fire tasks, emails, or status updates based on your workflow setup.
Can I customize my board layout? Yes, you can rename columns, set labels, and choose which fields appear on cards.

Run your practice smarter — with your co-pilot from day one.

Bring your cases, billing, intake, and compliance into one secure platform, and put an AI co-pilot to work alongside your team. Solo attorney or in-house department — start today.