Grow Your
LegalShield Business
with Confidence
With Fieldnotes, you can:
✅ Stay organized effortlessly
✅ Never miss a critical follow-up
✅ Save hours every week
✅ Focus on closing more sales and growing your team
✅ Build a stronger, more profitable business
Finally, Take Control of Your LegalShield Business
Running your LegalShield business shouldn’t feel chaotic. Endless follow-ups, lost notes, missed callbacks, and scattered prospect details cost you sales and stall your team growth. Traditional CRMs don’t solve these problems because they weren’t built for how you actually work.
Fieldnotes fixes that.
We created Fieldnotes to solve the daily struggles LegalShield Associates face. With Fieldnotes, you’ll never again worry about forgetting a prospect, losing track of a member’s status, or letting a motivated recruit slip away.
Struggling to Stay Organized and Follow Up Consistently?
Problem: You’re juggling dozens of prospects, team updates, and follow-ups daily. Notes get buried. Calls get missed. Opportunities slip through the cracks.
Solution: Fieldnotes organizes every contact the way you need – by membership status, follow-up date, and custom tags that match your LegalShield workflow. Automated reminders ensure no one is forgotten, so you follow up confidently and on time.
Wasting Time on Repetitive Tasks?
Problem: Copy-pasting messages, manually updating spreadsheets, and tracking conversations eats away precious hours you could spend closing sales or building your team.
Solution: Fieldnotes streamlines your entire workflow with customizable templates, pipelines tailored to LegalShield sales and recruiting, and fast data entry. Save hours each week and reinvest that time where it matters most – growing your income.
Unsure Where Your Next Sale Will Come From?
Problem: Without clear insights, it’s hard to know which prospects are hot, which team members need support, and what actions will drive growth today.
Solution: Fieldnotes’ visual dashboards show exactly where your prospects are in the pipeline, highlight your hottest opportunities, and keep your goals front and center so you can make smart, profitable decisions every day.
Frustrated with CRMs That Don’t Fit How You Work?
Problem: Generic CRMs force you to adapt to complicated systems that don’t reflect the way LegalShield Associates operate.
Solution: Fieldnotes was built specifically for LegalShield Associates. Every tool, workflow, and template is designed with your business model in mind so you can hit the ground running without months of setup or confusion.
Tired of Being Chained to Your Desk?
Problem: You’re constantly on the move – at events, meeting prospects, or hosting Zoom calls. Being tied to a computer slows you down.
Solution: Access Fieldnotes from any device, wherever you are. Your entire business travels with you so you can update notes between meetings, check follow-ups before a call, and stay productive on the go.
Feel Like You’re Doing It Alone?
Problem: Most CRM support teams don’t understand how LegalShield works, leaving you frustrated when you need quick answers.
Solution: Fieldnotes’ support team knows LegalShield inside and out. We’re here to help you maximize your CRM so you can build a thriving business faster.
Join 100+ customers who trust Fieldnotes Ai
Tim Voit
Voit & Associates LLC
Amy & Todd Doyle
Regional Director - LegalShield
Fred & Marcia Levoir
Founder, CEO
Cheryl Cobbin
LegalShield Independent Associate
Tracy Katz
Tracy Katz LLC
Mark & Leslie Udy
Moore Succe$$ Team Legacy
Cathy Lucas
Lucas and Associates, LLC
Steve Remmel
Remmel Solutions
Ken Roebuck
The Roebuck Group, LLC - LegalShield
Cassie Prinke
Bronze Executive Director - LegalShield
and many more....
Hear What Your Fellow
LegalShield Associates Say
“Fieldnotes has eliminated the chaos in my business. I know exactly who to call and what to say. My sales have increased because of it.”
– Sarah L., LegalShield Associate
“This CRM gets LegalShield. I’m saving hours each week and recruiting more confidently.”
– Michael T., LegalShield Director
Fieldnotes – LS Associate Starter Package
CRM Lite Starter Package
Designed for LS Associates
$17.99/month
Billed monthly with no annual agreement.
*Compare to LS Associate Full Version $45.99/month *
*7 day trial included
- What’s included?
- Fieldnotes CRM (Lite version).
- Email-only communication tools.
- Premium Action Plans and Email library.
- Contact organization & tracking.
- Starter-level training & support with our support articles and weekly webinars.
- Access your CRM with mobile devices.
CRM Complete
Designed for LS Associates
$45.99/month
Billed monthly with no annual agreement.
*Compare to retail $95/month *7 day trial included
- What’s included?
- Sparky AI Assistant
- Fieldnotes CRM
- SMS Text Messaging
- Premium Action Plans
- Customized setup
- Email/Text Campaigns
- Automated contact updates
- Premium integration support
- iOS and Android mobile app
- Specific training & support
Subscription Terms & Agreement
- By subscribing to Fieldnotes - LegalShield Associate Version, you agree to the following terms:
- The subscription fee for Fieldnotes - LS Associate Starter Package is $17.99 per month, billed monthly.
- Payments are non-refundable, including but not limited to cases of the customer's non-usage.
- By completing the subscription sign-up process, you acknowledge and accept these terms as a legally binding agreement.
Ready to Eliminate Chaos and Sell More?
Stop using generic tools that don’t solve your problems. Choose Fieldnotes – the CRM that understands exactly how LegalShield Associates work.