Cogent CRM

The done-for-you CRM built specifically for law firms. Manage your pipeline, automate follow-up, book consultations, collect payments, and grow your reviews — all from one platform.

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Why Cogent CRM?

Most law firms run on 5-10 disconnected tools — a CRM here, a scheduling tool there, a separate texting service, another one for reviews, and a spreadsheet held together by prayers and conditional formatting. Cogent CRM replaces all of them with a single platform purpose-built for legal practices. Every lead, every client, every follow-up, every payment — one system, fully automated, branded to your firm.

What Cogent CRM Does

Legal Pipeline Management

Visual pipeline built for law firms: Lead → Consultation → Retained → Documents → Filed → Discharged. Drag-and-drop case progression with automated stage triggers.

Online Booking & Calendar

Clients book consultations directly from your website. Automatic confirmations, reminders, and no-show follow-ups. Syncs with your existing calendar — no double entry.

Two-Way Text & Email

Send and receive SMS from your firm's business number. Automated follow-up sequences for new leads. Email campaigns, drip sequences, and appointment reminders — all from one inbox.

AI Voice Agents

Built-in AI phone agents answer calls 24/7, qualify leads, and book consultations directly on your calendar — during the call. Never miss another lead after hours.

Reviews & Reputation

Automatically request reviews from satisfied clients after case closure. Monitor and respond to reviews across Google, Facebook, and 60+ directories — all from one dashboard.

Payments & Invoicing

Send invoices, collect retainer deposits, and set up payment plans — all inside the CRM. Clients pay online via credit card or ACH. No more chasing checks.

Workflow Automation

If-this-then-that automation for your entire practice. New lead comes in? Auto-text, auto-email, auto-assign, auto-tag. Case stage changes? Trigger the next action automatically.

White-Labeled to Your Firm

Your clients see your brand, not ours. Custom domain, your logo, your colors. Cogent CRM powers the engine — your firm owns the experience.

How It Works

01

We Build It For You

No DIY setup. We configure your pipeline stages, automation workflows, calendar booking, review requests, and payment processing — all customized to your practice area.

02

We Connect Everything

Your website, phone system, Google Business Profile, email, and social media — all wired into one CRM. Every lead and client touchpoint captured automatically.

03

You Run Your Practice

The CRM handles the busywork. You focus on practicing law. Leads get followed up, appointments get booked, reviews get requested, and payments get collected — on autopilot.

“Never tell me the odds.”
Han Solo — The Empire Strikes Back Your pipeline doesn’t need hope. It needs automation.

Trusted by Law Firms Nationwide

The leader in law firm intake automation • As featured in Legal Business Outlook • Serving law firms since 2007

A few of the firms that run their practice on our platform

Laputka Law Office
Surf City Lawyers
Andres Mejer Law
Breeden Law Firm
Razumich & Associates
Kelly Law Office
Conway Law Group
Donato Law
Whiddon Law Office
Pasadena Bankruptcy Law
Bankruptcy Law Matters

What Our Clients Say

“I highly recommend Cogent Marketing for online marketing, lead generation, lead follow up and general customer relationship management software.”
Charles Laputka — CEO, Laputka Law Office
Client since 2022
“This team both builds and maintains and optimizes your platform for the most exposure.”
Christine A. Kingston — Surf City Lawyers
Client since 2021
“The team at Cogent Marketing is responsive and helpful whenever I need changes or updates made.”
John Razumich — Razumich & Delamater, P.C.
Client since 2017
“Cogent CRM is just amazing. Our review count has skyrocketed without us having to lift a finger. Easy to use and completely automated.”
Jennifer Blake
Verified Cogent CRM User
“I literally could not run my business without them. I have used many other companies in the past and was always disappointed. They take the time to figure out what we need and then execute a plan that fits those needs.”
Jason Roach — Attorney
“Fabulous service on a consistent basis — which is extremely rare in this day and age.”
Jeff Kelly — Kelly Law Office, Georgia
Bankruptcy Attorney
“We used to work with one of the big juggernauts in law firm marketing for a lot of money and had good success, but since we transferred over our results have gone through the roof and cost us a lot less.”
Verified Attorney
Via Capterra • 5.0/5.0
“Head and shoulders above most web designers and developers. Easy to communicate with, dependable, does what they say, exceeds expectations in results.”
Verified Attorney
Via Capterra • 5.0/5.0

Everything Your Firm Needs

Marketing Automation

Grow Without Headcount

  • Email & SMS drip campaigns
  • Automated review requests
  • Missed call text-back
  • Re-engagement campaigns for old leads
  • Referral request automation

Booking & Payments

Close Faster, Get Paid Faster

  • Online consultation booking
  • Automated reminders & no-show follow-up
  • Online invoice & payment collection
  • Retainer deposit processing
  • Payment plan management

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Drop your info and we'll show you exactly how this works for your firm. No pressure, no spam.

Stop Losing Leads to Broken Follow-Up

Your next client called, texted, and filled out a form. Did anyone respond? Resistance to automation is futile — and expensive.

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