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Zayda review

Freemium#1 of 25 in Legal Intake Software

Affordable AI intake for firms that need broad communication and pipeline tools.

9.3/10Editor score
Zayda9.3 Visit Zayda

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Zayda is a legal CRM for solo practitioners through multi-partner firms that need to capture, qualify and organize new enquiries. It responds across email, WhatsApp and SMS, can place AI follow-up calls, book consultations and route matters through practice-area pipelines. Its legal workflow includes conflict-check stages, client timelines, matter-level permissions and ethical walls. Zayda focuses on intake and client relationships rather than time recording, billing or document assembly.

The published plans show a useful progression. Free provides one pipeline, 250 records, contacts, deals and activities, email and WhatsApp lead response, plus iOS and Android apps. Growth costs $24 per user per month when billed monthly and adds unlimited pipelines, 10,000 records, SMS and AI-call response, consultation summaries for Zoom, Teams and Google Meet, 25 automations, and Slack, Gmail, Calendar and Zapier connections. Team costs $49 per user per month and adds unlimited records, roles, permissions, team visibility, live KPI dashboards, revenue tracking, 100 automations and priority AI call routing. Scale costs $85 per user per month and adds a dedicated onboarding specialist, an open API, custom integrations, multi-team pipeline governance, SLA-backed support and data residency options.

Zayda fits firms that want intake, booking, communications and reporting in one workflow. Its ecosystem includes Gmail, Google Calendar, WhatsApp, Slack, Zoom, Google Meet, Stripe, Zapier, Google Sheets, Calendly, REST API and Custom Webhook connections, with web, iOS, Android and API access. The main boundary is its lack of case-system integrations, so firms needing intake tightly connected to a case-management environment should consider an alternative. Choose Zayda for affordable, AI-assisted intake and matter pipelines; avoid it if billing, document assembly or deeper case-system connectivity is central.

Zayda pros and cons

  • Where it wins
    • Free plan plus $24 monthly Growth tier
    • AI intake across email, WhatsApp, SMS and follow-up calls
    • 12 practice-area templates with matter pipelines and conflict stages
  • Where it doesn't
    • No case-system integrations
    • Focused on intake and relationships, not billing or document assembly
    • Advanced governance and support require higher-priced tiers

Zayda fact sheet, pricing and score →

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