GoSeedly Law Firm Kit
Quill reads like a well-set legal document. A numbered matter index on the left, a wide reading pane for the matter you have open, and a single oxblood accent on ink and paper. It records what your firm entered, and says plainly what it does not do.
YOUR QUILL MATTER WORKSPACE
01 — MATTER INDEX
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / Matter indexA numbered index rail lists matter number, client, practice area and recorded stage. The reading pane sets the selected matter in ruled sections: parties, key dates, consultation notes, the conflict check record and the retainer reference. The native CRM pipeline stage stays editable beside the title.
02 / IntakeNew inquiries sit apart from open work, with practice area, matter type and the recorded conflict check status. Filter by conflict status to see what is still outstanding. An inquiry recorded here is not an engagement.
03 / ConsultationsRecorded consultation dates, outcomes and summaries across every matter, newest first. Each entry links back to its matter. Consultations are recorded after the fact; nothing here books an appointment or sends a message.
04 / Deadline ledgerA staff-entered reminder ledger grouped by week, with the recorded source of each date and a one-click way to mark an open date met. It is not a docketing or calendaring system of record and it calculates no court deadline.
05 / RetainersRecorded retainer reference amounts kept in integer minor units and grouped by their own currency, with no conversion. These are planning numbers, separate from opportunity value, invoices and any trust ledger.
06 / Practice insightsCounts by practice area, recorded matter stage and recorded date status for the selected pipeline. Every number comes from a record someone entered, and nothing is inferred.
07 / Starter setupFour pipelines and nine workflow drafts, individually selectable, with nothing preselected. Review and remove unused additions later; edited or in-use content is kept.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore nine fictional matters across litigation, transactional, estate planning and intake work, with 16 recorded dates and 13 consultation notes, in the separate sample view. Example edits stay in the current page’s memory and reset on navigation or reload; sample matters are never inserted into your CRM.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
THE KIT, UNPACKED
One matter is a native contact-linked opportunity with namespaced matter details: matter title and number label, practice area, matter type, client label, opposing party, responsible attorney, court or venue, opened date, recorded matter stage, conflict check status and note, a retainer reference in integer minor units, plus recorded deadlines and consultation notes with stable IDs.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit firm name, descriptor, and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original matter helper is required for connected creation, editing, and starter setup. It preserves native account permissions and unrelated custom fields, and checks the current record state before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
Quill is not a docketing or calendaring system of record. Recorded dates are staff-entered reminders that carry the source your team selected; no court rule is calculated, nothing is docketed, calendared, filed or served, no native Calendar appointment is created and no reminder is sent. The conflict check status and note record what a person at the firm did and concluded; the kit searches no conflicts database and clears nothing. Retainer references are recorded planning numbers, not trust accounting, client funds, balances, invoices or receipts. Court, venue and attorney fields are labels that assign no staff and reach no external system. There is no e-filing and no document assembly. Confidentiality and privilege depend on your own Seedly installation’s access controls and configuration. Nothing the kit produces is legal advice.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.
Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Quill keeps its numbered section navigation across the original matter views and the native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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