Visual pipeline management + automated retainer follow-up. No deal falls through the cracks.
Free Setup Included • Live in 48 Hours
The consultation went great. The retainer was sent. Then… nothing. Without pipeline visibility and automated follow-up, revenue silently walks out the door.
How many active prospects does your firm have right now? At what stage? If you can't answer instantly, you're flying blind — and deals are slipping through.
Most firms can't answer thisThe consultation went perfectly. You sent the retainer. Then… silence. Without automated follow-up, unsigned retainers stack up and revenue walks out the door.
25% of retainers go unsignedYour staff is calling and emailing clients to sign retainers and pay deposits. It's time-consuming, awkward, and easy to let slide when things get busy.
$8,300/month in lost retainersFour steps. Zero manual effort. Every retainer chased until it's signed.
Every prospect mapped to their exact stage. Drag-and-drop simplicity. Color-coded by practice area and urgency.
After consultation, retainer agreement is automatically generated and sent for e-signature. No manual drafting needed.
If the retainer isn't signed within 24 hours, automated sequences kick in — SMS reminders, email nudges, and Aria outreach.
Retainer signed, deposit collected, case opened. All data flows into your case management system automatically.
Every tool you need to track, manage, and close deals — without spreadsheets, sticky notes, or guesswork.
Kanban-style board with customizable stages. See every deal at a glance. Drag to update, click to drill down.
Multi-step sequences to get retainers signed. SMS, email, and Aria AI outreach — all automated.
Assign estimated case values to every deal. See total pipeline value, projected revenue, and close rates at a glance.
Trigger actions when deals move between stages. Send documents, notify team members, update records — automatically.
Track why deals close or fall through. Identify patterns, optimize your process, and increase close rates over time.
See who's closing and who needs support. Track conversion rates by attorney, practice area, and lead source.
Sending retainers is easy. Getting them signed is the hard part. Aria monitors every unsigned retainer and automatically follows up — via text, email, and even phone — until the client signs. No awkward "just checking in" calls from your staff. No retainers quietly expiring in someone's inbox.
Once a client is retained, the data flows into the Grow stage — where analytics, reputation management, and referral tracking help you scale what's working and identify your most profitable channels.
"We cut our average time from consultation to signed retainer from 12 days to 48 hours. The automated follow-up catches every prospect before they go cold."
Explore how different practice areas use the Close stage to turn consultations into signed retainers.
Emotional clients need fast closure. See how Close secures retainers in 48 hours.
See howTime-sensitive cases need quick signing. See how Close automates retainer delivery.
See howUrgent defense matters need immediate engagement. See how Close acts fast.
See howAutomated pipeline management + retainer follow-up. Close 35% more deals without adding staff.