The CRM for lawyers who keep missing the intake call
Orbit is a CRM for lawyers in solo or small practice. Its 16 AI agents handle the business side: Remy answers your inbound line and returns consult requests in about 90 seconds, Mia briefs you before each consult, and Ray follows up on overdue invoices. Every message needs your approval first. Free to start.
The lawyer problem
The person calling about a consult calls the next firm if no one picks up, and you cannot pick up from a deposition. Intake is won by responsiveness, and responsiveness is exactly what deep legal work takes away from you.
To be clear about scope: Orbit is not case management and it does not hold your matter documents. It covers intake, relationships, follow-up, and getting paid, the parts of practice that quietly decide whether the calendar stays full.
The agents doing the work
The agents a small practice actually uses:
- Remy answers your inbound line, returns new consult requests in about 90 seconds, books consults from your real availability, and can transfer an urgent caller to your cell.
- Mia hands you a one-page brief 75 minutes before each consult: who they are, how they found you, what they have told you so far.
- Tess scans your inbox each morning and drafts replies for threads quiet 3 or more days, including the ones you forgot to answer.
- Ray follows up on overdue invoices, polite on day 3, firm on day 14, and never touches paid or voided ones.
- Noa pulls real to-dos out of your email every day, so nothing promised in a thread gets lost.
A week with Orbit as a lawyer
Monday: Noa's triage turns the weekend inbox into a task list before your first call. Tuesday: a consult request comes in while you are in a deposition. Remy answers, books a Thursday slot, and logs the call with a transcript.
Wednesday: Mia's brief arrives 75 minutes before the consult, so you walk in already knowing the story. Thursday: Tess drafts the reply to the referral source you left hanging. Friday: Ray's polite reminder goes out on the invoice from May. You approved each message between matters.
Set it up for a law practice
- Pipeline stages: Inquiry, Consult booked, Engagement sent, Active, Closed.
- Tags by practice area and referral source.
- Custom fields for matter type and consult fee.
- A booking page for consults, so prospects schedule instead of leaving voicemails.
The consult goes to the lawyer who answers. Remy makes sure that is you.
Keep exploring
Frequently asked questions
What is a good CRM for a solo lawyer?+
Orbit covers the business side of a solo practice: intake calls answered and returned in about 90 seconds, briefs before consults, drafted follow-ups for quiet threads, and invoice reminders. It is free to start and nothing sends without your approval.
Is Orbit a legal case management system?+
No. Orbit handles intake, contacts, follow-up, scheduling, and invoicing. It does not manage matters, court deadlines, or legal documents, so it sits alongside your practice tools rather than replacing them.
How does the AI phone answering work for a law office?+
Remy runs on your own Vapi account and number, never a shared line. Voice is off by default, calls happen only inside hours you set, the recorded line is disclosed, and every call lands on the contact with a recording and transcript.
Will Orbit email my clients on its own?+
No. Every draft, whether a follow-up, a reminder, or a check-in, arrives as a card you approve, edit, or dismiss. Nothing leaves the building without you.
What does Orbit cost for a small firm?+
The free plan is free forever with no credit card: all 16 agents on your own AI key, unlimited contacts, one pipeline, a booking page, and 10 invoices. Paid plans that lift limits are coming later.
Never miss another intake call
Free to start, no credit card. The phone gets answered, the follow-ups get drafted, and you stay in control of every word.
Free forever plan. No credit card. No spam.