Organize Every Case. Automate Every Step.
Serve Every Client Better.
Elite Assist is the all-in-one CRM designed specifically for attorneys and law firms ready to modernize how they manage clients, cases, and communication. From automated intake forms and appointment scheduling to document tracking, billing, and follow-ups—every detail stays organized and secure in one place. It’s a streamlined system that saves time, protects client confidentiality, and helps your practice deliver faster, smarter, and more personalized legal service.
📍 LA • Santa Barbara • Las Vegas • New York • Nationwide
Some of the Many Companies Elite Assist Can Integrate With:
How Elite Assist Compares to Other CRM's That Marketing Agencies Use:
| Features | Elite Assist | Clio | Pipedrive | Lawmatics |
|---|---|---|---|---|
| Unlimited Users | √ Included | ✗ Per User | ✗ Per User | ✗ Limited |
| Flat Monthly Fee | $45–$65/mo | $49–$139/user | $14–$99/user | $99–$179/user |
| All Features Included | √ Yes | ✗ Tiered Plans | ✗ Tiered Plans | ✗ Tiered Plans |
| Built-in Automation | √ Advanced | √ Basic | √ Moderate | √ Advanced |
| Setup Fee | Waived ($0) | $500+ | $0–$300+ | $750+ |
| Custom Branding | √ Fully Branded | ✗ Limited | √ Partial | ✗ Limited |
| Support | 24/7 Concierge | Email + Chat | Email + Live Chat | Business Hours |
| Ease of Use | Streamlined | Moderate | Simple | Moderate |
| CRM + Marketing + Automation | √ All-in-One | Partial | Partial | √ Advanced |
Some of Our Features:
This is some of our important features (there is many more)
Automated Workflows
Set it and forget it; tasks, follow-ups, and reminders on autopilot.
Client Relationship Hub
All contacts, conversations, and notes stored in one dashboard.
Payment Processing
Accept, track, and reconcile payments directly inside the CRM.
Calendar & Booking Integration
Sync appointments, automate confirmations, and cut down on no-shows.
Email & SMS Campaigns
Send branded messages and track engagement without leaving your workspace.
Reporting & Analytics Dashboard
Real-time insights to measure performance, ROI, and client activity.
How Would Elite Assist Help My Attorney or Law Business?
Streamlined Case & Client Management
Elite Assist centralizes every client, case, and communication in one secure platform. From intake to resolution, you can track tasks, share updates, and organize documents with full transparency. No more juggling email threads, phone calls, and paper files—everything you need is accessible in seconds. Your staff stays aligned, clients stay informed, and your entire firm runs like a well-structured case file. With all activity logged automatically, you maintain compliance and accountability without adding extra steps to your day.
Automated Intake & Follow-Up Systems
Turning new inquiries into loyal clients shouldn’t rely on manual calls or reminders. Elite Assist automates your intake process with smart forms, instant follow-ups, and built-in appointment scheduling. Prospective clients receive immediate confirmation and personalized communication that builds trust from the first contact. Follow-up messages and case updates are handled automatically, saving your team hours of administrative time. That efficiency lets you focus on advocacy, not chasing paperwork or missed calls.
Billing, Documentation & Compliance
Elite Assist keeps your billing, documentation, and compliance tasks running smoothly in the background. It generates invoices automatically, tracks payments, and stores records securely for easy reference or audit. You can customize billing cycles, send reminders, and attach digital receipts—all from the same dashboard. With encryption and data safeguards built in, client confidentiality is always protected. You spend less time managing operations and more time practicing law with confidence. No more guess-work you will have it all in one place.
Scalable, Collaborative Firm Operations
Elite Assist adapts as your practice grows. Add attorneys, paralegals, assistants, and specialists to the system with no per-user fees or confusing licensing. Every member of your firm works from the same unified dashboard—sharing updates, notes, and schedules in real time. The result is a more efficient, cohesive team that delivers better service without sacrificing time or security. Whether you’re a solo attorney or a multi-location firm, Elite Assist evolves with you seamlessly. No more guessing where everything is, it'll all be in one place.
Other Industries We Serve:
Here is a few types of businesses we will work with (we work with all sort of industries this is just a short list)
Cleaning & Maintenance Services
Real Estate
Professionals
Attorneys &
Law Offices
Insurance Agents & Brokers
Health & Wellness Providers
Beauty & Esthetics Studios
Event Planners
& Venues
Auto Detailing & Mobile Services
Pet Care & Grooming Businesses
Want to See Elite Assist in Action?
Book a Free Demo Now:
Client Testimonals
“Elite Assist has completely simplified how our law office runs. What used to take hours of follow-up, filing, and scheduling now happens automatically. We manage every case, client, and document in one secure system, and our staff is more organized than ever. Clients appreciate the fast responses and transparency, and we’ve cut administrative time in half. It’s become the backbone of our daily operations and has made our firm more efficient and responsive across the board.”
— Alexandra Price, Managing Attorney, Price & Associates Law Group
“As a small but growing firm, we needed a system that could scale without adding complexity. Elite Assist gave us exactly that. From intake forms and case updates to billing and document management, everything flows seamlessly. Our clients notice the difference—they get updates faster and communication feels effortless. It’s rare to find a tool that supports both compliance and convenience so well. Elite Assist has truly elevated how we serve our clients and manage our team.”
— David Chen, Partner, Chen Legal Advisors
Fill Out our Form to get in Touch
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FAQ's:
Is your team available 24/7?
If you ever need to speak with someone directly, feel free to schedule a support call at a time that works best for you using our calendar link. We’re here to help — on your time.
Are there any hidden fees apart from the service fees?
There are no hidden fees, but additional service fees may apply depending on usage, integrations, and custom requests or tasks.
Can I upgrade from Starter Assist to Executive Assist later?
Yes! You can upgrade your plan at any time by adjusting your monthly subscription. Just reach out and let us know!
Do you offer custom automation beyond what’s listed?
Absolutely! We can tailor automation solutions based on your business needs. Contact us to discuss customization options.
How long does it take to get set up after purchasing a package?
To ensure a seamless onboarding experience, we ask for at least one week to complete setup and align everything to your needs.
- Starter Assist setup begins as soon as we receive your intake form and typically takes one full week.
- Executive Assist may take up to three weeks, as we implement custom automation and integrations.
- VIP Membership+ is fully tailored to your business or lifestyle, so timelines vary — but we’ll work closely with you to create a clear roadmap from day one.
What does "service fees" include?
Everything outlined in your selected plan is fully covered — no surprises there. Service fees only apply to requests outside the scope of your plan, such as task execution, customizations, or vendor sourcing. A clear breakdown will always be provided before moving forward.
Do I get customer support with these plans?
Yes — all of our plans include customer support. However, response times and level of assistance vary by package. VIP Members receive priority access for the fastest, most hands-on support.
How does the payment processing feature work in Executive Assist?
The payment processing feature allows you to securely accept and manage transactions directly within the CRM using integrated gateways. You can track payments, send invoices, and manage client transactions — all in one place.
Can I integrate this CRM with other software?
Yes — our CRM supports integrations with a wide range of popular tools and platforms. If you tell us what software you’re using, we’ll help set up compatible integrations or alternative solutions if needed.
Is training provided on how to use the CRM system?
Yes! We provide training videos and live onboarding support to help you learn the system quickly. Our team partners with you to ensure you’re confident using Elite Assist and fully leveraging its features.
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