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LEGAL & CONSULTANCY

The CRM that turns enquiries into retained clients.

Zyri captures every enquiry from WhatsApp, ads, calls and your website, books the consultation, handles first intake, and follows up until the client retains you, then keeps them for the next matter.

THE LEAK

Clients call several firms. The responsive one gets retained.

Someone with a legal or business problem enquires with three firms at once. Your reply takes a day because everyone is billing. The enquiry that waited too long retains a firm that answered fast. In law and consultancy, the responsive, organised firm wins the client, and every slow reply is a matter, and the fees, walking out the door.

Enquiries from WhatsApp, ads, calls and website, all scattered
Slow replies lose clients to faster firms
Intake details collected by hand, or lost
Long decisions, follow-ups forgotten
Lawyer or consultant overwhelmed between billable work and unanswered enquiries
THE FIX

Every enquiry answered. Every client followed up to retained.

Zyri replies to every enquiry in seconds, books the consultation into your calendar, and collects the first intake details automatically, so you are prepared before the call. It nurtures each prospect until they retain you and keeps past clients close for the next matter. A legal and consultancy CRM that wins more clients without adding admin.

Consultations booked and prepared
Intake collected automatically
Follow-up until they retain you

Part of the all-in-one Sales CRM by Zyri.

Client Pipeline
Live
This month
Enquiry
Commercial Lease
TechCorp Ltd
$15k
Consultation
Family Law
Emma R.
$8k
Proposal
Contract Review
Greenleaf Co
$12k
Retained
Employment Case
James B.
$20k
Retained: 0
Live
FEATURES

Everything a firm needs to win and keep clients.

Capture every enquiry, every channel

WhatsApp, ads, calls and website, all into one inbox.

Website
WhatsApp

Instant enquiry response

AI replies to enquiries in seconds, day and night.

Consultation booking and calendar

Clients book consultations straight into your calendar.

Automated client intake

Collect the first intake details automatically, so you are prepared.

Meeting reminders and confirmations

Automatic confirmations and reminders, plus a follow-up if missed.

Tag and segment clients

Group by matter type and value, so every message fits.

Retarget by WhatsApp, email and offers

Push the right update to the right segment on the channel they read.

Auto-assign leads

Round robin or by practice area, so every lead lands with the right lawyer.

Automate any pipeline stage

Trigger a message, task or reminder at any stage, hands-free.

HOW IT WORKS FOR YOU

How Zyri runs your client intake.

From first enquiry to retained, and the next matter, hands-free.

1
STEP 1

Capture

An enquiry comes from WhatsApp, an ad or your site. Zyri replies in seconds, before other firms.

2
STEP 2

Auto-assign

The enquiry is routed to the right lawyer or consultant automatically, by practice area or round robin.

3
STEP 3

Tag and intake

Zyri tags the matter type and collects the first intake details automatically.

4
STEP 4

Book the meeting

Zyri books the consultation into the calendar and sends the invite, reminder, and a follow-up if missed.

5
STEP 5

Follow up to retained

Zyri nurtures the client through the decision until they retain you.

6
STEP 6

Retain and refer

Zyri keeps past clients close for the next matter and referrals.

REVIEWS
Auto review request

Hi Emma, we hope your matter was handled well. Could you spare a moment to leave us a Google review?

Zyri replies

Thank you, Emma. We are glad we could help. We are always here if you need us again.

When the review lands, Zyri reads it and replies in a natural, human way based on what the customer actually said, not a canned template.

You do not build any of this from scratch. Start from a ready flow for your industry and change what you like.

SET IT UP YOURSELF

No code. Winning clients in days.

You do not need an IT team to run your firm's CRM. Connect your channels, set your consultation calendar and intake questions yourself, and enquiries start becoming booked, prepared consultations. If your team can use WhatsApp, they can run Zyri.

No coding, ever
Connect channels in minutes
No developers needed
Set your calendar and intake yourself
Works the way your firm runs
Relaxed lawyer or consultant setting up intake questions on a laptop
BENEFITS

Built for everyone in the firm.

Firm Owner or Partner using Zyri legal CRM

Firm Owner or Partner

A steady flow of qualified consultations.

How many new matters this month?
Lawyer or Consultant using Zyri legal CRM

Lawyer or Consultant

Walk into every consultation prepared.

Do we have the intake for this call?
Admin using Zyri legal CRM

Admin

No enquiry or detail ever lost.

Did we follow up with that enquiry?
ZYRI ON THE GO

Everything you need to grow your business. Even on the go.

Run your whole business from your pocket, top to bottom, with real people ready to help whenever you need them.

Mobile app

Run your business from anywhere.

Award-winning support

Real help from real people, whenever you need it.

Automation

Set it up once, and let it run.

Happy business owner running her business from a coffee shop using the Zyri mobile app
“

We retain more clients now because Zyri replies and books the consultation before they call another firm.

Law firm owner testimonial
Michael Chen
Managing Partner, Chen & Associates
FAQ

Legal and consultancy CRM, answered simply.

Everything you need to know about Zyri for law firms and consultants.

A legal and consultancy CRM helps law firms and consultants capture enquiries, book consultations, handle intake and follow up until clients retain them, all in one place. Zyri replies instantly, books meetings and collects intake automatically.

Zyri support team member
Still have questions?
Confident lawyer or consultant using Zyri CRM
Zyri AI

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READY WHEN YOU ARE

Answer first. Retain more clients.

See Zyri working on your own enquiries in a 20-minute demo.

14-day free trial
No charge for 14 days
Onboarded in under 30 minutes
AI online, replying in seconds