Generic CRMs don't understand your leads or your business. Ours does. Every feature is designed around the way you sell legal plans — from first contact to enrollment.
Get Started Free Browse LeadsGeneric CRMs don't know what a LegalShield lead is or what questions to ask. Ours is built around your leads.
You're on your own figuring out how to close each lead. We give you a tailored strategy for every single one.
Most CRMs charge $50–$300/month before you add features. Ours is included with your lead subscription.
You call, follow up, enroll. Our CRM is designed around exactly that workflow — nothing more, nothing less.
Before you make a call, AI Coach analyses the lead's profile and gives you a personalised strategy. Know exactly what to say, what objections to expect, and how to move them toward enrollment.
Sales Intel automatically researches each lead before you call — pulling background context so you walk into every conversation prepared. No more generic openers or awkward silences.
Most leads don't enroll on the first call. Build multi-step email sequences and assign them to leads — the system sends the emails on your schedule. No lead ever slips through the cracks.
Add notes after every call, email, or conversation — attached directly to the lead. Full history in one place, always visible when you need it.
Click any lead to open Quick View — a full popup with notes, AI Coach, Sales Intel, sequences, and lead details all in one place. No page reloads, no context switching.
Share individual leads with team members directly from your dashboard. Both parties get notified on every note and update — no extra meetings needed to stay aligned.
The CRM is included with every lead subscription. No extra cost, no setup fee, no learning curve.
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