Solutions

From scattered data to confident action

Whatever you are trying to solve, it usually starts with data trapped in too many systems. Here is how Legal Toolbox helps, by need.

Unify your data

One connected layer instead of a dozen systems

Your tools do not talk to each other, so nobody has the full picture. We build managed connectors to every source and unify them into one data layer, so your whole business reads from a single source of truth.

  • Bespoke connectors built and run by our team
  • Accounting, ops, marketing, spreadsheets and APIs in one place
  • Always current, never a stale export

Know your numbers

Live analytics across the whole business

Stop pulling reports by hand. With your data unified, dashboards update in real time across every connected source, so you always know where things stand without chasing a spreadsheet.

  • Live dashboards across every source
  • Reporting you can actually trust
  • Role-based access so people see what they should

Sales strategy from your data

Know where to focus and what to do next

Our decision intelligence layer goes beyond charts. It surfaces where to focus, what to prioritise and which moves will move the numbers, so your sales strategy is grounded in evidence.

  • Recommendations, not just reports
  • Prioritise the opportunities that matter
  • Strategy grounded in your real numbers

Just ask

Sophia answers any question across your data

Sophia is your AI analyst. Ask in plain English and she reads your live figures, shows the records and calculations behind every answer, and never invents a number. Then she acts on it: drafts the campaign, builds the list, creates the task.

  • Plain English questions across every source
  • Evidence shown with every answer
  • Respects each person's access areas, always

Automate engagement

Act on the insight without switching tools

The built-in CRM with email and SMS campaigns lets you act on what the data tells you, straight away. Self-service domain authentication and automated warmup keep your sends out of the spam folder.

  • CRM to manage the relationships that matter
  • Email and SMS campaigns with deliverability built in
  • Segments driven by your unified data

By industry

Workbenches shaped for your sector, live today

The same connected core powers industry workbenches that real clients run their day inside.

Retail and multi-store

Point of sale connected over a private encrypted link and refreshed automatically. Loyalty, gift vouchers, margins, stock and store against store performance, with win back campaigns built from your own sales data.

Legal firms

A matters workbench with AI analysis of trust deeds and their full amendment history, letters of advice and draft deeds generated from your own precedents behind a human approval gate, verified case research and a firm precedent library.

Professional services

Projects, people, org chart, timesheets and leave in one view, with capacity forecasting person by person and per-project profitability attributed automatically.

Connect everything. Decide with confidence.

Tell us what you are trying to solve and we will show you the connected layer behind it.