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Legal CRM · AI intake, built in

The legal CRM that answers every case enquiry in seconds

When someone needs a lawyer, they rarely contact just one firm. Zayda replies to every enquiry instantly across email, WhatsApp, SMS and an AI follow-up call, books the consultation, and hands your attorney a fully-briefed matter. No enquiry waits. No paper intake sheet required.

Get started →

Every feature included · no credit card required

Intake console Live
JM
Julia M.
Motor accident claim · Website form
New enquiry
✉Email sentConsultation options + next steps✓ 2s
◍WhatsApp deliveredPersonalised reply, on your script✓ 4s
▤SMS deliveredBooking link for a free consult✓ 6s
☏AI follow-up callQualifies matter, offers a slot✓ 9s
First response < 9s
4 channels · fully compliant, on-brand
● Consult booked
Trusted worldwide

Over 1,000+ law firms already run their intake on Zayda

40+
Countries
4.8/5
Avg. rating
< 9s
Response time
Why intake is where firms lose revenue

In law, the first responder wins the matter

Prospective clients are anxious, in a hurry, and shopping around. A missed hour is a lost brief. Most firms still lose good matters to three quiet gaps.

1

Enquiries sit in an inbox

A form arrives at 9pm and gets read at 10am, by which time the prospect has already retained the firm that called back first.

2

Intake lives on paper

Details are re-keyed across a form, a spreadsheet and a case file. Conflicts get checked late and follow-ups slip through.

3

No line of sight on cases

Which practice areas convert? Where do referrals come from? Without a pipeline it's a monthly guess, not a number.

Every hour an enquiry waits, a competitor is calling them back.Get started →
Built-in AI intake

The second a case enquiry arrives, Zayda is already replying

An email, a WhatsApp message and an SMS go out immediately, then Zayda places an AI follow-up call while the enquiry is still warm. You decide exactly how it replies, and it hands the matter to your attorney with the whole conversation attached.

  • ✓You set the tone, script and hand-off rules, so the AI never goes off-script and never gives legal advice.
  • ✓Zoom, Teams and Google Meet consultations are recorded and summarised automatically.
  • ✓Attorneys pick up mid-conversation with the full matter, not a cold trail.
1
Enquiry arrives
Website form, ad, referral or missed call
0s
2
Email + WhatsApp + SMS
Instant, personalised, on your script
6s
3
AI follow-up call
Qualifies the matter, offers a consult slot
9s
4
Consultation booked
Added to the right attorney's calendar
auto
5
Attorney hand-off
Full matter + transcript, ready to advise
✓
Let Zayda answer your next case enquiry.Book a demo
What's inside

Everything a firm needs to win and keep matters

Five workspaces cover the client journey, from first enquiry to retained matter, without the bloat of a full practice-management suite.

📥

Intake inbox

Every enquiry from web forms, ads, referrals and missed calls lands in one place, answered instantly and tagged by practice area.

Multi-channel captureAuto-replySource tracking
🗂️

Matter pipeline

Stages that match how your firm opens matters, with a separate pipeline per practice group and a built-in conflict-check step.

Custom stagesConflict checkForecasting
🕑

Client timeline

Emails, calls, consult notes and documents in one history, with reminders so a limitation date or call-back never slips.

Unified timelineSmart remindersSynced email
👥

Team & access

Roles and matter-level permissions keep sensitive matters visible only to the assigned team, with ethical walls built in.

Roles & permissionsMatter-level accessEthical walls
📈

Reporting

See which practice areas and referral sources convert, how fast you respond, and revenue by matter type.

Source ROIConversion by areaRevenue tracking
Run every workspace on your own matters, free.Get started →
Confidentiality & data

Privilege stays privileged

Client confidentiality isn't a feature, it's the job. Zayda is built so sensitive matters stay locked to the right people, and your data is never used against you.

🔒

Encrypted end to end

Data is encrypted in transit and at rest, with access controls on every account and matter.

🚫

Never sold

Zayda never sells your data or your clients' data, and never uses it to train advertising.

🧱

Ethical walls

Restrict matters to assigned fee-earners to avoid conflicts and keep information barriers intact.

⚙

Optional Google access

Workspace features for Calendar, Meet and Drive only switch on when you connect them, and go off anytime.

Keep every matter locked to the right people.Get started →
Start faster

A pipeline template for your practice

Begin with a ready-made intake pipeline built for the way your practice area opens matters, then tailor it in minutes.

Personal Injury Family Law Immigration Criminal Defence Estate Planning & Wills Corporate & Commercial Real Estate & Conveyancing Employment Bankruptcy & Insolvency Intellectual Property Medical Negligence Wills & Probate
Start with the pipeline built for your practice area.Get a template
Old way vs. Zayda

What changes when Zayda answers first

Spreadsheets & a shared inbox
With Zayda
✕Enquiries sit for hours before anyone replies
✓Answered by email, WhatsApp, SMS and an AI call within seconds
✕Intake re-keyed across a form, a sheet and a file
✓One record for the matter, populated automatically
✕Consult notes reconstructed from memory
✓Zoom, Teams and Meet consults summarised automatically
✕Conversion is a monthly guess
✓Live reporting on source, practice area and revenue
✕Everyone can see every client
✓Matter-level access and ethical walls from day one
Make the switch from the shared inbox.Switch to Zayda
Connected

Works with the tools your firm already runs on

Keep your calendar, inbox, calls and payments in sync. Want something custom? Zayda has open APIs.

Gmail logoGmail Google Calendar logoGoogle Calendar WhatsApp logoWhatsApp Slack logoSlack Zoom logoZoom Google Meet logoGoogle Meet Stripe logoStripe Zapier logoZapier Google Sheets logoGoogle Sheets
Plug Zayda into the tools your firm already runs on.Book a demo
What firms say

Firms that stopped losing matters to the inbox

★★★★★

"We used to call enquiries back the next morning. Now they get a WhatsApp and a booked consult before we've finished our coffee. Our sign-up rate on web enquiries roughly doubled."

HP
Hannah PriceManaging Partner, Priorwood Legal
★★★★★

"The AI intake is on-script and never oversteps into advice, which was my worry. It qualifies the matter and books the consult, and I pick up with the whole conversation in front of me."

OA
Omar AzizImmigration Solicitor, Meridian Law
★★★★★

"Finally I can see which practice areas and referral sources actually convert. We moved our ad budget to family law and personal injury and stopped wasting it."

RC
Rachel ColePractice Manager, Cole & Fenwick
Join the firms that stopped losing matters to the inbox.Get started →
From first hello to signed client

One pipeline, from enquiry to engagement

Every matter moves through the same clear stages, so you always know what needs doing next and nothing stalls between a form fill and a signed engagement letter.

1

New enquiry

Captured from every channel and answered in seconds.

2

Conflict check

Screen for conflicts before you commit any time.

3

Consult booked

Straight into the right attorney's calendar.

4

Consult held

Zoom, Teams or Meet, summarised for you.

5

Engagement letter

Sent, tracked and chased until it's signed.

6

Retained

Matter opened with the full history attached.

7

Ongoing client

Follow-ups and referrals, never forgotten.

The stages are yours to shape. Add a conflict-check step, split litigation from advisory, or run a separate pipeline for each practice area, all without a single spreadsheet.

Build your pipeline →
Questions

Frequently asked questions

Is Zayda a legal CRM or a case management system?+
Zayda is a legal CRM. It wins and organises the client relationship, from first enquiry through intake, consultation and retained matter. It focuses on speed-to-lead, intake and pipeline rather than time-recording, billing or document assembly, and connects to the tools you already use for those.
How does the AI intake stay compliant?+
You set the script, tone and hand-off rules. The AI captures details, answers logistics and books consultations, and it never gives legal advice or oversteps its script. Every message and call is logged, and the matter is handed to a fee-earner with the full transcript attached.
How is client confidentiality protected?+
Data is encrypted in transit and at rest, with roles and matter-level permissions so sensitive matters stay visible only to the assigned team. Ethical walls help you avoid conflicts, and Zayda never sells your data or uses it for advertising.
Can I import clients and matters from another CRM?+
Yes. Zayda supports data import so you can move contacts, matters and history without starting over, and the team can guide you through the migration to keep your intake running through the switch.
Does it work for solo practitioners and small firms?+
Yes. Zayda scales from a solo practitioner to a multi-partner firm on the same platform. Solos love that intake answers itself; larger firms use separate pipelines and access controls per practice group.
Which channels can Zayda respond on?+
Email, WhatsApp and SMS go out instantly, followed by an AI phone call while the enquiry is warm. Zoom, Teams and Google Meet consultations are recorded and summarised automatically.
How quickly can the firm get started?+
Most firms are live in under a day. Get started with no credit card, pick a pipeline template for your practice area, connect your inbox and calendar, and set your intake script.
Ready when your next enquiry is

Stop losing matters to the inbox

See Zayda answer a live case enquiry across four channels and book the consult, then decide. Free to start, no credit card.

  • ✓Answer every enquiry in under 9 seconds
  • ✓Book consultations straight into the right calendar
  • ✓Hand attorneys a fully-briefed matter, every time

Book a demo or start free

Tell us about your firm and we'll set you up.

"*" indicates required fields

No credit card required · Every feature included

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Questions about pipelines, pricing or data migration? Our team is here to help.

+971 58 682 0500 info@Zayda.com Al Garhoud, Dubai Contact Us
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Zayda CRM helps businesses capture leads, manage contacts, track deals, schedule follow-ups, connect Google Workspace, and measure sales performance from one dashboard.

© 2026 Zayda. All rights reserved. Product of  Shrivra.