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Every Client
Matter Together

Zweelie is your AI that manages calls, texts, documents, intake details, appointments, payments, and follow-ups in one place.

Zweelie learns your client workflow and keeps it together.

Zweelie organizes documents, intake details, appointments, payments, contacts, and follow-ups, so every matter is reachable from anywhere.

What's at stake

Missed calls

A prospective client moves on before your team can respond.

Lost contacts

Your team cannot follow up quickly when client details are hard to find.

Disorganized documents

Intake forms, IDs, signed documents, and evidence get buried when they matter most.

Forgotten follow-ups

Good client requests stall because no one knows what needs to happen next.

Buried appointments

Consultations and deadlines can slip because the date never made it to the calendar.

Payments elsewhere

Paid work is harder to track, collect, and connect back to the client.

Matter details everywhere

Your team wastes time piecing together the story before every call.

Desk-bound work

Work slows down when you cannot manage calls, documents, and follow-ups from anywhere.

Capabilities

Built around client work

Zweelie can answer calls, read texts and documents, collect payments, manage appointments, and keep every client detail connected across your team.

Calls and SMS

Zweelie handles legal-service calls and texts with an AI receptionist, giving your team full context before anyone picks up or replies.

Can I send my documents?
Yes, send them here.
Square$325 payment link

pay.zweelie.com/n4K

Done thank you
You're all set
MR

Marcus Reed

4 calls2 payments
Marcus needs help with a client matter before Friday.

Opportunities

Zweelie turns every client call, form, and text into work your team can track and assign.

Lease review request

Bianca Flores

$450

Contacts

Zweelie lets you know all you need about the people you speak with, including client details, payments, files, texts, pages viewed, and how they found you.

Calendar

Zweelie reads dates from documents and messages, then adds consultations, meetings, and deadlines to your calendar.

9:30 AM

Nadia Brooks

Consultation

Record MT-48291

Client consultation

Jun 24Added
Video meeting
1:15 PM

Elliot Walsh

Matter review

Record MT-73904

Document review

Jun 27Added
Office meeting
11:00 AM

Marcus Reed

Follow-up

Record MT-58319

Retainer follow-up

Jun 28Added
Phone call
9:30 AM

Nadia Brooks

Consultation

Record MT-48291

Client consultation

Jun 24Added
Video meeting
1:15 PM

Elliot Walsh

Matter review

Record MT-73904

Document review

Jun 27Added
Office meeting
11:00 AM

Marcus Reed

Follow-up

Record MT-58319

Retainer follow-up

Jun 28Added
Phone call

Files

Zweelie keeps intake documents, IDs, signed forms, images, and attachments organized in the right contact, opportunity, or folder.

MR
Marcus Reed4 files
Drop files hereIntake forms, IDs, docs, images, videos
intake-form.pdfFiled under Marcus Reed
Intake
photo-id.jpgAdded to contact details
ID
signed-agreement.docLinked to matter
Agreement

Websites

Zweelie creates and hosts a custom legal-services website with intake forms, tracking, and attribution connected to opportunities.

example.org
Client Matter Help

Fast help from your legal team.

Form submitted
New opportunity

Payments

Zweelie lets you send payment links, take manual and in-person payments, and track paid client work without jumping between apps.

Notes

Zweelie keeps call notes and matter notes organized and attached to the right contact, folder, or opportunity.

JO

Call summary

Call back Marcus before Friday. He sent the documents. Send the $325 payment link.

Marcus ReedClient consultationWonCreated by John · 8:42 AM
SA

Next steps

Draft

Call back Nadia before Friday. He sent the documents. Send the $325 payment link.

Nadia BrooksClient consultationOpenCreated by Sam · 9:18 AM
Integrations

Works with the tools you already use

Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.

Don't see an integration here? We can build it.

Everything Zweelie handles for legal service teams

For legal service teams

More time for client work

Based on averages from teams using Zweelie.

  • Hours back each day on average for Zweelie customers

  • Hours saved each month on average for Zweelie customer teams

  • Daily calls and texts handled by Zweelie customers

  • Monthly client touchpoints routed for Zweelie customers

Security & privacy

We take privacy seriously

Built to keep client conversations, documents, intake details, payments, and matter history organized and protected.

HIPAA alignedBAA available

  • AES 256 encryption

    Client data is encrypted in transit and at rest with industry standard AES 256 encryption.

  • Per business encryption key

    Each legal-services business has its own encryption key to isolate matter data and prevent unauthorized access.

  • PII, PHI, PCI, and redaction

    Identity details, intake documents, client files, and payment data are handled with care, and payment card details are redacted from audio and text.

  • Client confidentiality respected

    Zweelie is designed to help protect confidential client matter information, including documents that may require restricted team access.

  • Owner permission required

    Zweelie staff access to a business account requires explicit permission from the business owner. We will never ask you to share passwords or verification codes.

  • Never used to train models

    Your business data is never used to train public or third party AI models. AI features use zero retention data and are not retained by model providers.

Read our full Privacy Policy and Terms of Service.