The experience that turns clients into advocates.

The best referral you'll ever get is a client who felt taken care of. Sapling gives you the tools to deliver that experience, and scale with every client who comes after.

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A legal professional

It starts with enabling your clients.

People are used to taking action from their phone. That's why we give your law firm its own mobile app.

The Sapling client app on a phone
See the app

Then give your team the engine to deliver.

Every feature is built to cut the back-and-forth, keep matters moving, and give clients the experience that earns referrals.

  1. Complete

    May 1

    Instructions & conflict check

  2. In Progress

    May 15

    Lease review

  3. Upcoming

    May 22

    Execution & closing

Timeline

Eliminate questions before they occur.

Clients see exactly where their matter stands: every milestone, every update, in real time. Fewer "just checking in" calls. More time doing actual legal work.

  • Send engagement letterYesterday
  • Review lease termsToday
  • Prepare closing docsMay 22
Tasks

Keep matters moving without chasing.

Assign tasks with clear instructions and due dates. Clients know what you need, when you need it, and nothing stalls on missing info.

Contracts

12 files

Intake

6 files

Closing

4 files

Signed lease.pdf

New

Documents

End the attachment hunt.

Every file lives in one place, organized by matter. No more digging through email chains or asking clients to resend. Everything's there when you need it.

Full name

Emily Smith

Email address

emily@example.com

Phone number

(403) 555-0198
Submit
Forms

Start every matter with complete intake.

Send structured intake forms that collect exactly what you need, before the first call. Show up prepared, not scrambling.

  • Is the draft ready?
  • Just sent. Take a look.
  • Perfect. Signing now.
Messages

Keep every conversation in context and secure.

All client communication tied to the matter, not buried in inboxes. Encrypted in transit and at rest. Unlike email, messages stay within your secure matter workspace, accessible only to authorized parties.

And grow without the chaos.

Full visibility across every matter, every client, every document. The bigger your practice gets, the more in control you feel.

Sapling Activity Feed with forms, messages, documents, and draft matters

Activity feed

One activity feed across every active matter. Spot what's moving and take action at any scale. No more bouncing between inboxes and spreadsheets to stay on top of your practice.

Quick Setup

Open in seconds

Clients open their matter to find everything ready: welcome message, timeline, tasks, documents, and intake forms. Build it once as a template. Deploy it in seconds.

Export matter

Download a complete copy of Smith Residential Purchase as a zip file.

Estimated size~6.8 MB
  • Documents14 files · 6.2 MB
  • Tasks12
  • Timeline items9
  • Form submissions2
  • Messages47

This export contains sensitive client data. Store the downloaded file securely.

CancelExport matter

Export matter / activity log

Pull a clean export of any matter or generate a full activity log on demand. For compliance, transfers, and peace of mind.

We support all practice areas.

Great client experience isn't limited to one area of law.

Estate planningPersonal

Estate Planning

  • Wills
  • Powers of attorney
  • Trusts
  • Probate

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(and more)

Frequently asked questions

Everything you need to know before joining the waitlist.

Run a practice that clients rave about.

Join the waitlist to be among the legal professionals that Sapling is proudly partnered with.

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