Capture every consultation. Protect every client detail. Remember every case.
RecapCRM documents client consultations, tracks commitments, and builds a complete relationship history — so no detail is lost between intake and resolution.
Critical details are getting lost
Client consultations are rich with facts. Most firms capture a fraction of what's said.
of law firm leads never get a callback — intake processes are inconsistent and overwhelmed
of new clients come from referrals — relationships are your most valuable asset
typical intake consultation — packed with critical facts, dates, and parties that are often lost to scribbled notes
From consultation to complete case record
Every fact captured. Every detail linked. Every client remembered.
Consultation recorded
With client consent, RecapCRM records the full consultation — intake interviews, follow-up calls, settlement discussions. Complete, verbatim records.
AI extracts key facts
Dates, names, amounts, parties involved, key events, and client concerns — all pulled out and structured for case preparation.
Linked to matter and contact
Everything is linked to the client record and matter — creating a complete, searchable timeline of every conversation in the case.
Built for how law firms actually work
Client relationship management that understands legal practice.
Consultation Capture with Consent
Built-in consent workflow at the start of each recording. Clear, auditable record that the client agreed to recording before it began.
Fact Extraction
Dates, names, dollar amounts, locations, and key events automatically extracted and structured. No more re-listening to find that one detail.
Referral Source Tracking
Track which clients came from which referrals. Understand your referral network, nurture relationships with top referral sources, and measure ROI.
Conflict Check Data
Names and parties mentioned in consultations are extracted and searchable — providing an additional data source for conflict checks.
Matter-Linked Timeline
Every conversation linked to its matter with a chronological timeline. See the full history of client communications at a glance.
Client Follow-Up Automation
AI identifies action items and commitments from consultations. Never forget to follow up on a document request or return a client call.
How RecapCRM compares
Legal CRMs manage cases. RecapCRM captures the conversations that build them.
| Feature | RecapCRM | Clio | Lawmatics | MyCase |
|---|---|---|---|---|
| Consultation recording | Yes | No | No | No |
| AI meeting intelligence | Yes | No | No | No |
| Fact extraction from calls | Automatic | Manual | Manual | Manual |
| Client intake CRM | Yes | Yes | Yes | Yes |
| Practice management | Integrates | Full suite | Limited | Full suite |
| Conversation search | Full-text + AI | No | No | No |
Your clients trust you with their most important details. Capture them all.
Every consultation documented. Every fact extracted. Every client relationship strengthened.