CRM for Legal & Law Firms
Client intake, matter management, and billing workflows built for how law firms actually operate.
Law firms run on relationships and deadlines. When client information lives across intake forms, email, practice management software, and billing systems, things slip through the cracks. We build CRMs that unify every client touchpoint from first inquiry to final invoice.
Challenges We Solve
Common pain points in legal & law firms, and how a custom CRM eliminates each one.
The Challenges
- Client intake spread across email, phone, and web forms
- Manual conflict checking across matters and parties
- Disconnected billing and time tracking
- No client portal for case status updates
Our Solutions
- Centralized intake with automated conflict screening
- Matter pipeline tracking from engagement to close
- Integrated time tracking and billing workflows
- Client portal with case status and document access
Intake That Converts
Web leads, phone consultations, referrals: every inquiry enters one pipeline. Automated conflict checks run before you invest time, and qualified leads get routed to the right practice area automatically.
- Multi-channel intake capturing web, phone, and referral leads
- Automated conflict checking across all matters and parties
- Practice area routing with capacity balancing
- Engagement letter generation and e-signature
- Consultation scheduling with automated reminders
Matter Management That Works
Track every matter from engagement to resolution with deadlines, milestones, and task assignments. Attorneys see their caseload at a glance and managing partners see the full firm picture.
What Our Clients Say
“Guest preferences, booking history, and loyalty status all in one profile. Our front desk staff deliver personalized experiences that keep guests coming back.”
Maria Santos
General Manager, The Waverly Hotel Group
Miami, FL
“The MLS integration is seamless. Listings sync automatically, buyer matches get sent out same day, and I can see my entire brokerage pipeline on my phone.”
Jennifer Park
Broker/Owner, Keystone Homes
Philadelphia, PA
“Our compliance team finally has real-time audit trails for every client interaction. The custom reporting dashboards give us insights our old CRM couldn't dream of.”
Michael Chang
Managing Partner, Apex Wealth Advisors
San Francisco, CA
“We went from managing 200 client relationships across 4 different systems to one unified platform. Our advisors can finally focus on advising instead of admin work.”
Thomas Nakamura
VP of Client Services, Pacific Coast Capital
Seattle, WA
“Multi-location practice management with centralized patient records. Treatment acceptance rate improved 35% with automated follow-up on presented treatment plans.”
Dr. Ahmad Hassan
Lead Dentist, Smile Design Studio
Houston, TX
“Programmatic ad sales pipeline management was impossible in HubSpot. Custom CRM handles insertion orders, campaign tracking, and renewal management perfectly.”
Marcus Powell
Director of Sales, Digital Pulse Media
Los Angeles, CA
“Corporate training sales require long relationship building. Our CRM tracks every touchpoint across months-long sales cycles. Nothing falls through the cracks.”
David Olsen
Executive Director, Summit Professional Training
Denver, CO
“Matter management, conflict checking, and client communication all in one system. Our attorneys actually use it because it was built around how they work.”
Daniel Kim
Operations Lead, Summit Legal Consulting
Denver, CO
Ready to Transform Your Legal & Law Firms CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.