Law Firm CRM
Answer every inquiry, record the conflict check, book the consultation and track the fee proposal, while each record stays visible only to the people it should.
No credit card required.
From inquiry to engagement
Every inquiry answered, and on the record.
One owner from the first message, one record to the engagement letter, so a prospective client never waits for someone to notice.
- The inquiry lands in one inbox.Website forms and email arrive in the shared inbox and become a lead with an owner.
- The conflict check is recorded.Your team runs it and records the result on the lead before the consultation.
- The consultation is booked.It goes on the synced calendar with a video meeting link when the call is remote.
- The fee proposal is versioned.Each version is kept, and the accepted one opens the matter record.
Confidentiality
Each record shows only to the people it should.
- Restrict a record to named people.Sensitive inquiries can be shared with, or hidden from, specific colleagues.
- Hide fields, not just records.Field-level security keeps fee and case details from roles that do not need them.
- See who can see what.The access explorer shows why a person can open a record.
- Every change is logged.The audit log records who changed what and when; two-factor sign-in is available for every user.
Intake speed
No inquiry waits until Monday.
Speed decides many intake calls. The stages below are an example your firm sets up; the CRM shows where each inquiry stands.
- On arrival It lands in the shared inbox Form and email inquiries arrive in one place.
- Within the day An owner takes it The owner’s name is on the record and the first reply is logged.
- After the consultation A follow-up task is due Quote follow-up works the same for a fee proposal.
How a firm runs it
One inquiry. Business development, not the case file.
An inquiry arrives through your site form or by email. Intake fields, the conflict check your team records, the consultation and the fee proposal stay on one record until the engagement is signed. The matter file stays in your practice management system.
Clear boundaries
The matter file stays where it is.
- Matter fileDocketing, documents and billing stay in your practice management software.
- Conflict checkYour team runs it and records the result in the CRM. It is not automatic.
- ConsultationsYour staff books them; clients do not book themselves online.
- Referral sourcesWhere clients come from is tracked per inquiry. See lead source tracking.
Plan details are on the pricing page.
Customer story Mediation and dispute resolution
Global Arabuluculuk Merkezi tracks mediation requests and room rentals apart from the case file
A mediation center in Istanbul's Kağıthane district, close to the Çağlayan courthouse, that also rents its meeting rooms to mediators from outside. Its story describes how requests, sessions and fee or rental proposals are set up on one commercial record while the dispute itself stays in the center's mediation software, and it publishes no results.
Read the Global Arabuluculuk Merkezi storyLaw firm CRM questions
What is a law firm CRM?
It manages how a firm wins clients: inquiries and their source, the conflict check result, consultations, fee proposals and the engagement. The case work itself stays in practice management. Our guide to what a CRM is covers the basics.
Is a legal CRM the same as practice management software?
No. Practice management runs matters, deadlines, documents and billing. A legal CRM runs intake and business development, up to the signed engagement.
Can we restrict who sees a prospective client?
Yes. A record can be restricted to named people, fields can be hidden by role, and the access explorer shows who can open it. See CRM permissions.
Does it run a conflict check?
No. Your team runs the check and records the result on the lead, so the consultation is not booked before it is done.
Is there an audit trail?
Yes. The audit log records who changed what and when, and two-factor sign-in is available for every user.
Can we see which sources bring in clients?
Yes. The source is recorded on every inquiry, and reports show consultations and engagements by source and practice area.
Start with this week’s inquiries.
Set up your intake stages, connect your inbox and give every new inquiry an owner.
No credit card required.