Daylite organizes all your client communication, filing deadlines, court dates, case activities, and documents in one place, so you can run your legal firm with ease. With access to all your important information, even offline, you can manage more clients, win more cases, and collaborate better with your team.
Daylite requires macOS 11 and iOS 15 or newer.
Attorneys Who Use Mac Love Daylite!
The Winning App
for Mac-Savvy
Law Firms
“Specifically, because it’s a Mac-native program, it integrates incredibly well with Apple Mail. I don’t have to be worried about having access to my email as long as I have access to my Daylite database, whether it’s on my iPhone, iPad or the MacBook I use when I travel. I can very easily look up a case history or see what tasks I have in relation to it, as well as all past communications.”
Michael D.J. Eisenberg
Acquire New Clients with Confidence
Daylite’s Opportunities Board allows you to oversee your entire sales pipeline. Visually track the status and stage of each opportunity across your entire team, so you can prioritize the most important or valuable ones and avoid any opportunities from staying outdated in a growing list. Quick filters and powerful sorting give you different perspectives to ensure you and your team are moving opportunities forward.
Build Stronger Relationships
Maintaining relationships with your clients is easy in Daylite. You can classify your contacts using keywords and categories, and filter them to find exactly who you’re looking for. Save these filters as “Smart Lists”, and you have dynamic lists that automatically update when contacts match the criteria. You can then send email campaigns and invite potential buyers to view open houses or check-ins with sellers.
Manage Your Inbox with Ease
Daylite integrates seamlessly with Apple Mail, allowing you to capture all your email communication and documents right from your inbox. Instead of drowning in emails all day, you and your team can take action by creating and delegating tasks, setting up meetings, and creating opportunities or projects. Everything is linked to their associated clients and cases in Daylite, so you have a full history in one place.
Track the Status of Your Legal Matters
Once you take on a case, you can create a project and customize pipelines to track the progression of each case and the steps involved. You can then delegate tasks to your team and share this information with your firm, so everyone knows what has been completed and what needs to be done next. Link documents and any forms with preliminary information about your clients. Daylite helps you organize all the moving parts, so you can use your time wisely and focus on what matters.
Made with Small Businesses in Mind
Capture client emails, assign tasks, create new projects or link to existing cases right from your inbox.
Daylite Mail Assistant
Linking Capability
Linking is the glue that holds all of your clients’ information together and gives you the full context of your client history.
Daylite Calendar
Stay on top of deadlines and court dates. Set follow-up reminders, schedule client meetings, and view your entire team's schedule, all in one place.
Work Offline
We got you! Even if you don't have an internet connection in the courtroom, you’ll still have access to all your cases and documents.
Visually track the status of opportunities so you can prioritize the most urgent or valuable ones from your always growing new clients list.
Opportunities Board
Project Management
Use projects to keep track of your cases' progress at every stage and support your team in executing each step of the process.
Why Choose Daylite?
CRM + Productivity-boosting Power
Daylite’s productivity-focused design is aimed to support your day-to-day work, not create it.
Customization
Daylite is customizable to fit your workflows, and it's flexible enough to adjust as you grow.
Stellar Customer Service
We’re here for you via email or live chat. We’re proud to maintain a 95% and higher customer satisfaction rating.
All in One App
Capture, organize, track, remind, search, process, collaborate, and execute. It’s all in Daylite!
“As we’ve grown from 3 to 10 employees over the last few years, Daylite has allowed us to easily scale and work across three parallel businesses.”
Victor Medina | President & Founder
Sean Z Becker Real Estate
An Award-Winning CRM for
Case-Winning Law Firms
Build Stronger Relationships
The Winning App for Mac-savvy
Law Firms
Daylite organizes all your client communication, filing deadlines, court dates, case activities, and documents in one place, so you can run your legal firm with ease. With access to all your important information, even offline, you can manage more clients, win more cases, and collaborate better with your team.
Daylite requires macOS 11 and iOS 15 or later.
“Specifically, because it’s a Mac-native program, it integrates incredibly well with Apple Mail. I don’t have to be worried about having access to my email as long as I have access to my Daylite database, whether it’s on my iPhone, iPad or the MacBook I use when I travel. I can very easily look up a case history or see what tasks I have in relation to it, as well as all past communications.”
Daylite’s Opportunities Board allows you to oversee your entire sales pipeline. Visually track the status and stage of each opportunity across your entire team, so you can prioritize the most important or valuable ones and avoid any opportunities from staying outdated in a growing list. Quick filters and powerful sorting give you different perspectives to ensure you and your team are moving opportunities forward.
Maintaining relationships with your clients is easy in Daylite. You can classify your contacts using keywords and categories, filter them to find exactly who you’re looking for. Save these filters as “Smart Lists”, and you have dynamic lists that automatically update when contacts match the criteria. You can then send email campaigns and invite potential buyers to view open houses or check-ins with sellers.
Manage Your Inbox with Ease
Daylite integrates seamlessly with Apple Mail, allowing you to capture all your email communication and documents right from your inbox. Instead of drowning in emails all day, you and your team can take action by creating and delegating tasks, setting up meetings, and creating opportunities or projects. Everything is linked to their associated clients and cases in Daylite, so you have a full history in one place.
Track the Status of Your Legal Matters
Once you take on a case, you can create a project and customize pipelines to track the progression of each case and the steps involved. You can then delegate tasks to your team and share this information with your firm, so everyone knows what has been completed and what needs to be done next. Link documents and any forms with preliminary information about your clients. Daylite helps you organize all the moving parts, so you can use your time wisely and focus on what matters.
Linking capability
Linking is the glue that holds all of your clients’ information together and gives you the full context of your client history.
Capture client emails, assign tasks, create new projects or link to existing cases right from your inbox.
Daylite Mail Assistant
Daylite Calendar
Stay on top of deadlines and court dates. Set follow-up reminders, schedule client meetings, and view your entire team's schedule, all in one place.
Work offline
We got you! Even if you don't have an internet connection in the courtroom, you’ll still have access to all your cases and documents.
Visually track the status of opportunities so you can prioritize the most urgent or valuable ones from your always growing new clients list.
Opportunities Board
Project Management
Use projects to keep track of your cases' progress at every stage and support your team in executing each step of the process.
Apple Ecosystem
Seamless integration with built-in Apple apps and features. Made for Mac, iPhone or iPad.
CRM + Productivity-boosting Power
Daylite’s productivity-focused design is aimed to support your day-to-day work, not create it.
Customization
Daylite is customizable to fit your workflows, and it's flexible enough to adjust as you grow.
Stellar Customer Service
We’re here for you via email or live chat. We’re proud to maintain a 95% and higher customer satisfaction rating.
All in One App
Capture, organize, track, remind, search, process, collaborate, and execute. It’s all in Daylite!
“As we’ve grown from 3 to 10 employees over the last few years, Daylite has allowed us to easily scale and work across three parallel businesses.”
Apple Ecosystem
Seamless integration with built-in Apple apps and features. Made for Mac, iPhone or iPad.
2023 Marketcircle Inc. All rights reserved.
Acquire New Clients with Confidence
Empower your law firm to manage more clients, win more cases, and boost team collaboration, all within Daylite.
Made for Mac, iPhone, and iPad
Daylite is the only CRM that works seamlessly with many of the built-in Apple apps and features you already know and love.
For over 20 years, we've been helping people build stronger client relationships and grow their businesses!
Made for Mac, iPhone, and iPad
Daylite is the only CRM that works seamlessly with many of the built-in Apple apps and features you already know and love.
For over 20 years, we've been helping people build stronger client relationships and grow their businesses!
Victor Medina Caps off a Pandemic Year with 75% Growth from Three Businesses with Help from Daylite.
Palante Wealth Advisors, Medina Law Group Certified Elder Law Attorney™
Victor Medina Caps off a Pandemic Year with 75% Growth from Three Businesses with Help from Daylite
Make Your Day Manageable
Daylite’s built-in calendar allows you to view your entire law firm’s schedule and easily schedule meetings. You can even set reminders for filing deadlines and categorize appointments to differentiate between court dates, personal appointments and meetings. Include details about trial dates and share them with team members so everyone stays in the loop.
Make Your Day Manageable
Daylite’s built-in calendar allows you to view your entire law firm’s schedule and easily schedule meetings. You can even set reminders for filing deadlines and categorize appointments to differentiate between court dates, personal appointments and meetings. Include details about trial dates and share them with team members so everyone stays in the loop.
ISO 27001 Certified
We’re ISO 27001 certified, so you can rest assured your data and privacy are protected.
ISO 27001 certified
We’re ISO 27001 certified, so you can rest assured your data and privacy are protected.
Attorney and Counselor at Law
Keep Track of Every Client and Every Interaction
Daylite tracks everyone with whom your law firm interacts, whether clients, outside counsel or witnesses and gives you a clear view of their connected matters. Daylite helps you and your team stay on top of every interaction - from emails and calls to notes and in-person meetings. You can easily look up a case history to see your team's upcoming tasks and the full history of past communications, even offline. Daylite helps your law firm organize and practice more efficiently, so nothing slips through the cracks.
Keep Track of Every Client and Every Interaction
Daylite tracks everyone with whom your law firm interacts, whether clients, outside counsel or witnesses and gives you a clear view of their connected matters. Daylite helps you and your team stay on top of every interaction, from emails and calls, to notes and in-person meetings. You can easily look up a case history to see your team's upcoming tasks and the full history of past communications, even offline. Daylite helps your law firm organize and practice more efficiently, so nothing slips through the cracks.
