Get started
Set up your firm
Work down the list. Each step opens the Yantra tool where it's switched on, and you sign in once with your Yantra account.
Create your firm's intake
Intake forms by practice area on your own link, with urgent matters flagged.
Create your firm, pick your practice areas, and share your intake link.
Conflict checks
Every lead checked against your clients, adverse parties and earlier prospects.
Paste your current clients and adverse parties into your conflict list in Intake.
AI receptionist
An AI phone agent that takes the facts and offers a consult, scripted never to give advice.
Copy the phone agent script from Intake, then get a number in Voice Ops and paste it in.
Consultation booking
Prospects pick a consult time right after they submit, from your own booking link.
Add your booking link in your intake settings, then keep your consults in Yantra Calendar.
Engagement letters
Engagement and non-engagement letters sent for e-signature.
Upload your engagement letter as a template, then send it to your next client.
Billable time
Billable hours by client and matter, on a timer or a timesheet, with Clockbook.
Create a project for each client or matter, then start your first timer.
Invoicing
Invoices built from your tracked time, created in Yantra chat.
In Yantra chat, ask: "create an invoice for Dana Reyes from this month's billable time".
Firm website
A website with a page per practice area and an intake button on every page.
The builder starts from a prompt for your firm. Read every page before you publish it.
Email & text follow-ups
Follow up with prospects who have not booked, with consent and opt-out handled.
Set up your sending domain, then import the contacts who agreed to hear from you.
Local ads
Ads shown to people near your office, approved by you before they run.
Read the compliance guide, connect an ad account, then draft your first campaign.