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Better software and systems for modern law firms.
Mosan builds and manages the technology behind growing law firms — from CRM and client intake to lead handling, consultation workflows, automation, client portals, reporting and custom legal software.
We work around the legal software you already use to reduce administrative work, improve follow-up and connect the gaps between new enquiries, clients and internal operations.
We work around the legal software you already use to reduce administrative work, improve follow-up and connect the gaps between new enquiries, clients and internal operations.
Your firm runs on details. Your software should keep up.
A new enquiry comes in. Someone needs to understand what they need, collect the right information, get it to the appropriate person, schedule a consultation and make sure the next step actually happens.
At the same time, existing clients are sending documents, asking for updates, completing forms, making payments and communicating with different members of your team.
When those processes are spread across inboxes, spreadsheets, calendars and disconnected legal software, your staff spends more time managing information than they should.
Mosan helps connect the software and systems behind your firm.
At the same time, existing clients are sending documents, asking for updates, completing forms, making payments and communicating with different members of your team.
When those processes are spread across inboxes, spreadsheets, calendars and disconnected legal software, your staff spends more time managing information than they should.
Mosan helps connect the software and systems behind your firm.
Law firm software, technology and automation built around your practice.
From law firm CRM and legal client intake software to automation, client portals and custom applications, we build around the way your firm actually operates.
CRM software for law firms
Organize prospective clients, referral relationships, consultations, follow-ups and client activity in a CRM configured around your firm's intake and business development process.
Legal lead and enquiry management
Capture enquiries from your website, email, phone and referral sources, collect useful information and route each prospective client to the appropriate team or practice area.
Law firm client intake software
Create structured intake workflows that help your team collect the right information before a consultation or potential matter moves forward.
Consultation booking and follow-up
Connect enquiry, intake, scheduling and follow-up so prospective clients have a clearer path from first contact to the next step.
Law firm client portals
Give clients a secure place to submit information, upload documents, complete requests, access approved files, make payments or interact with your firm.
Document and approval workflows
Build clearer systems around document requests, forms, signatures, approvals and other repetitive administrative work.
Law firm dashboards and reporting
Bring enquiry volume, referral sources, consultation activity, follow-up and other business information into reporting software designed around what firm management actually needs to see.
Custom software for law firms
When existing legal software doesn't fit a specific workflow, Mosan can build custom portals, dashboards, internal tools and business applications around your firm's requirements.
You may not need another legal software platform.
You may just need the software you already use to work together better.
Mosan isn't trying to replace every platform inside your firm.
You may already rely on legal practice management software, document management systems, Microsoft 365 or Google Workspace, accounting software, e-signature platforms, billing tools and other legal technology.
We look at where information gets stuck, where employees repeat work, where enquiries lose momentum and where management lacks visibility.
Then we determine whether the right answer is to configure, connect, automate or build.
Mosan isn't trying to replace every platform inside your firm.
You may already rely on legal practice management software, document management systems, Microsoft 365 or Google Workspace, accounting software, e-signature platforms, billing tools and other legal technology.
We look at where information gets stuck, where employees repeat work, where enquiries lose momentum and where management lacks visibility.
Then we determine whether the right answer is to configure, connect, automate or build.
Common law firm workflows we improve.
New client enquiries
A prospective client contacts your firm.
Instead of the enquiry sitting inside a general inbox:
Enquiry received → information organized → practice area identified → consultation workflow started → follow-up created
Your team gets a better-prepared enquiry instead of another message to manually sort through.
Instead of the enquiry sitting inside a general inbox:
Enquiry received → information organized → practice area identified → consultation workflow started → follow-up created
Your team gets a better-prepared enquiry instead of another message to manually sort through.
Client intake
A prospective matter often requires much more than a name and phone number.
Mosan can build structured intake around:
Contact information · Matter type · Relevant dates · Parties involved · Location or jurisdiction · Documents · Preferred contact method
The right information reaches your team earlier while legal judgment and matter acceptance remain with the appropriate people.
Mosan can build structured intake around:
Contact information · Matter type · Relevant dates · Parties involved · Location or jurisdiction · Documents · Preferred contact method
The right information reaches your team earlier while legal judgment and matter acceptance remain with the appropriate people.
Consultation and follow-up
Not every prospective client becomes a client after one conversation.
Mosan can create a clearer system around:
Enquiry received → consultation booked → consultation completed → next step assigned → follow-up scheduled → outcome recorded
Open opportunities stay visible instead of depending entirely on someone's memory.
Mosan can create a clearer system around:
Enquiry received → consultation booked → consultation completed → next step assigned → follow-up scheduled → outcome recorded
Open opportunities stay visible instead of depending entirely on someone's memory.
Client requests and communication
Existing clients may need to upload documents, complete forms, provide information, approve something or make a payment.
Mosan can create structured workflows around those requests so your team spends less time chasing information through long email threads.
Mosan can create structured workflows around those requests so your team spends less time chasing information through long email threads.
Frequently Asked Quesstions
Have questions?
Quick answers to help you get the most out of our platform.
We already use Clio or another legal practice management software. Would Mosan replace it?
Not necessarily. If your current legal software handles its core job well, we'd rather improve the systems around it. We can look at client intake, CRM, communication, automation, reporting and other workflows to identify where the actual gaps are.
Can you build client intake software for a law firm?
Yes. Intake software can be designed around the information your firm needs, with appropriate routing, confirmations, consultation scheduling, document requests and internal follow-up. Legal decisions remain with the appropriate professionals.
What's the difference between legal practice management software and a CRM?
Practice management software generally focuses on managing legal matters and the work around existing clients. A CRM is typically more focused on prospective clients, referral relationships, business development, intake and follow-up. Depending on the firm, those systems can work together.
Can AI be integrated into law firm software?
Potentially. AI can help with appropriate administrative tasks such as categorizing incoming enquiries, summarizing information, identifying missing fields, routing requests or monitoring workflows. We don't position AI as a replacement for professional legal judgment.