A founder wants an answer today. Your partner wants to know if it fits.
Owners, founders, and investors reach out when a deal or a dispute is already moving. Many write in Spanish, and many write after hours. LegalCRM is set up to reply within a minute in their language, record the matter, the size, and every party, and book the right attorney.
Good matters wait in the same pile as poor fits
A business inquiry often lands in a shared inbox. A buyout with a closing date sits next to a quick question about a one-person LLC. Nobody can tell which is which until someone calls back.
By then the owner may have hired another firm. Or a partner spends an hour on a matter the firm would have referred out. Either way, the firm loses time it cannot get back.
What business callers ask, and what LegalCRM does
Starting a company
“Should I set up an LLC or a corporation?”
Records the business idea, how many owners there are, where they live, and whether outside investors are coming in. The entity choice stays with the attorney. Books the consult.
Buying or selling a business
“I am buying a business. Do I need a lawyer?”
Records the rough deal size, whether a letter of intent is signed, the target closing date, and the other side's name for the conflict check. Routes it to the deal attorney.
Partner and shareholder disputes
“My partner locked me out of the business. What can I do?”
Takes every owner's name first, then the company name and what changed. Frozen accounts or removal from the company are flagged for same-day attorney review.
Owners outside the US
“I live in Colombia. Can I open a company in Florida?”
Works in Spanish or English, records the owner's country and goals, and sends visa or tax questions to the right attorney instead of answering them.
Outside general counsel
“Do you work as outside counsel for small companies?”
Records the company size, the industry, and the kind of ongoing help needed. Books an intro call with the partner who handles ongoing clients.
Business calls that go to an attorney first
Some business calls cannot wait for tomorrow. A deal closing within days, an owner locked out of company accounts, or a demand letter with a reply date is flagged as urgent. It escalates to a human path your firm defines, such as the attorney on call, and the caller is told when to expect a call back. On Practice and Group, those rules are configured and tested before the AI voice agent takes a live call.
No legal or tax advice
LegalCRM never suggests an entity type, a deal structure, or a tax approach. It gathers the facts and books the attorney who makes those calls.
Every party on the record
Business matters can involve co-owners, buyers, sellers, and investors. Every name goes on the intake before the details, because Florida Bar Rule 4-1.18 can create duties to a prospective client even when the firm declines.
Deal terms stay private
Price, valuation, and financials stay out of texts and email subject lines. Intake asks only for what booking and the conflict check need.
Fit checked first
Matter type, rough size, and timeline travel with the booking. Your firm sets which matters go to which attorney and which get a referral.
In the language they wrote in
South Florida does business in two languages. Founders from Latin America, family companies passing to the next generation, and investors buying in from abroad often think about money and risk in Spanish. When the first reply, the reminders, and the intake form all speak Spanish, the owner can explain the deal clearly. The attorney then starts from a cleaner record.
Pipeline stages we ship for this practice
Not a law firm, and never legal advice
LegalCRM.pro is an intake and follow-up system, not a law firm. It does not give legal advice, and the attorney-client relationship stays with your firm.
On Practice and Group, Aday Interactive writes every message in both languages to fit the Florida Bar's advertising rules (Chapter 4-7) and the ABA Model Rules, and your attorney approves each one before anything sends. The messages answer people who contacted your firm first. They are not a tool for reaching out to strangers.
Rather have it set up and run for you? Aday Interactive does that for firms in this practice.
See the done-for-you build → Compliance detail →Related practice areas
Contract law
Drafting, review, and breach calls sorted by signing date, value, and the other party.
Intellectual property
Trademark, patent, and copyright calls sorted, with launch and disclosure dates flagged for the attorney.
Tax law
IRS and Florida tax notices recorded by type and date, with urgent ones flagged for an attorney.
Questions we get on this call
No. That choice turns on ownership, investors, and taxes, and it is legal advice. LegalCRM collects the facts your attorney needs and books the consult.
Every booking arrives with the matter type, rough deal size, timeline, and each party's name. Your firm writes the rules for routing and referrals, and LegalCRM follows them.
Yes. It works in English and Spanish, records the owner's country, and books across time zones. Visa and international tax questions go to an attorney, never to the software.
With guided setup on Practice and Group, Aday Interactive writes every message in both languages to fit the Florida Bar advertising rules and the ABA Model Rules. Your attorney approves each one before anything sends.
A deal is waiting on a first answer.
Book a 30-minute demo and see how business inquiries would be sorted and booked at your firm.
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