Run your law firm with tools built for the way you practice
Turn your firm’s workflows into practical tools. Build custom client intake and conflict checks, matter dashboards with tasks and deadlines, client portals for updates and document uploads, consultation scheduling and a simple lead pipeline — all by describing what you need.
Start with the basics
Build the tools your firm actually needs
Law firms juggle inquiries, conflict checks, matters, deadlines, documents and client communication — often across email threads and spreadsheets. That creates friction, duplicate entry and unnecessary risk.
With YeshBe, you can build custom apps around your firm’s workflow. Create an intake form that captures the right facts by practice area, run a conflict check against your own contacts and matters, and convert qualified leads into new matters. Design a matter dashboard with phases, tasks, key dates, assigned attorneys and reusable checklists so nothing is missed.
Go further with a client portal for status updates and document uploads, a self-serve consultation scheduler tied to a lead pipeline, and internal dashboards for caseload, staffing and follow-ups. Start simple, then refine as your processes evolve.
- Custom client intakeBuild an intake form that captures the facts you need by practice area and routes new matters to the right team.
- Conflict checks your wayCreate a conflict-check tool that cross-references parties against your own contact and matter lists and flags potential matches.
- Matter & deadline trackingDesign a matter dashboard with phases, tasks, dates and responsibilities so nothing slips.
- Client portalGive clients a portal to see status updates, upcoming dates and upload requested documents.
Learn and apply
Guides for Law Firms
Practical guides that help law firm owners and partners run the business better.
- 10 min readRun your law firmA practical guide to running a modern law firm: build a website that converts, streamline intake and conflicts, organize cases, and create custom tools with AI.Read the guide
- 8 min readRun Your Law FirmA practical guide to operate a modern law firm—build a client-focused website, streamline intake, manage matters, and turn your workflows into custom tools with AI.Read the guide
Build it yourself
What law firm owners and partners build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Client intake & conflict check
Capture new inquiries, screen for conflicts and convert approved leads into matters.
PromptBuild an intake and conflict-check app for my law firm. Include a public intake form linked from our website that collects: client name, contact details, practice area, brief description, opposing parties, referral source, urgency and preferred office. After submission, create an internal lead record, check the entered parties against our existing contacts and matters list, and flag any potential name matches for review. Provide an internal triage dashboard to assign an owner, set priority, add notes, and convert approved leads into a new matter with a generated matter number.
Matter management dashboard
Track cases, tasks and key dates with a workflow that fits your practice.
PromptBuild a matter management app for a small law firm. Create: a matters list with filters by practice area, status, responsible attorney and next key date; a matter detail view with parties, contacts, stage, custom fields, notes, a task list with due dates and owners, and a calendar of key dates; reusable checklists by matter type (for onboarding, discovery, filings) that can be attached to a matter; and personal dashboards for attorneys and paralegals showing their assigned tasks and deadlines due in the next 7 days.
Client portal for updates & documents
Let clients log in to view status, upcoming dates and upload requested documents.
PromptBuild a client portal for our law firm. Clients should sign in to see only their own matters. For each matter, show case status, a timeline of updates, upcoming dates, and a checklist of requested documents with file upload. Add a simple messaging page for clients to send questions and for staff to post updates. Provide an admin area where staff review uploads, request additional documents and mark items complete.
Consultation scheduling & lead pipeline
Offer self-serve booking and track leads from consult to engagement.
PromptBuild a consultation scheduling and lead pipeline tool for a law firm. Include a public booking page showing available consultation slots and collect contact info, matter type, brief description and preferred meeting method (phone, video, in-person). Create a pipeline board with stages: New, Scheduled, Consulted, Engaged, Not a fit. Each lead should track referral source, assigned staff, next step and follow-up date. Add a calendar view of upcoming consultations and a simple report of leads by source and conversion to engagement.
Questions and answers
Common questions about Law Firms
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language, and refine it step by step until it matches your workflow.
Can I build a conflict check tool tailored to our firm?
Yes. You can create a conflict-check app that compares parties against your own contacts and matters, then flags potential matches for review.
Can clients sign in to see their case status and share documents?
Yes. You can build a client portal with sign-in where clients view updates, upcoming dates and upload requested documents for their matters.
How fast can we get a working tool?
You can start with a basic version in minutes and iterate quickly as your team tests it and suggests improvements.
Build the app your law firm owners and partners business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
Start building for free