Liteo review
A low-cost legal intake CRM for very small firms, not a full practice-management system.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Liteo is a web and API CRM for very small law firms and other service businesses that need to organize inquiries before and after consultation. Its legal intake pipeline supports customizable stages such as conflicts check, consultation, engagement sent, and retained. Firms can capture leads through consultation forms, record referral sources, label contact relationships, manage follow-up tasks, and maintain contact histories with calls, notes, files, and logged email. The product is focused on intake and relationship management rather than broader legal practice administration.
Pricing is straightforward across three options. Monthly billing costs $9 per user per month and includes every feature, unlimited contacts, businesses, and deals, plus lead forms and CSV import and export. Annual billing lowers the price to $7 per user per month and includes every feature, unlimited records, lead forms, and CSV import and export. The Lifetime option costs $99 per seat as a one-time purchase, includes future updates and transferable seats, and has a 14-day money-back guarantee. A 14-day trial is available, but there is no free plan.
Liteo’s strongest fit is a small firm that wants affordable intake structure, referral tracking, reminders, daily due-email summaries, fee proposals, PDF quotes, custom fields, tags, reports, filtering, and automations. Meta Lead Ads, Pabbly, and Zapier provide connection points for lead capture and workflow automation. The trade-off is scope: Liteo does not provide matters, court deadlines, trust accounting, billing, scheduling and dispatch, email or SMS, or verified appointment booking. Firms seeking a wider legal practice-management system should choose an alternative; firms primarily managing leads and consultations may find Liteo’s narrow focus appropriate.
Liteo pros and cons
- Where it wins
- $7 per user per month with annual billing
- Custom intake stages, forms, referrals, and follow-up automation
- Contact histories, proposals, reports, and three integrations
- Where it doesn't
- No matters, court deadlines, trust accounting, or billing
- No verified appointment scheduling, email, or SMS
- No mobile apps are listed
Liteo fact sheet, pricing and score →
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