Law Firm CRM · Owned outright

A custom intake CRM for law firms

Most firms do not lose cases at trial. They lose them at intake, to the firm that called back first.

Scope my CRMWhat are missed leads costing me?

Quick answer

A law firm intake CRM tracks every potential client from the first inquiry through a conflict-check step, the consultation, the signed engagement letter and the paid retainer, and replies to new inquiries quickly. It is the intake side of the firm; matters and documents stay in your practice-management system. We build it to your practice areas, and you own it outright.

The pipeline, built the way law firms work

  1. 1InquiryPractice area, short summary and source.
  2. 2Conflict checkA required step before anything else is booked.
  3. 3Consult bookedConfirmation and reminders sent.
  4. 4Consult heldOutcome and the attorney's notes on fit.
  5. 5Engagement sentEngagement letter out for e-signature.
  6. 6RetainedRetainer paid; handed off to your matter system.
  7. 7Declined / referredRecorded, with a non-engagement letter if you use one.

Screens from CRMs we have built

Laptop showing a CRM lead inbox with the Waiting filter circled, labeled 'No lead left waiting'.
Our own CRM · demo dataNo lead sits unansweredNew leads wait in one inbox, oldest first, until someone qualifies or converts them. Invented leads shown.
Laptop showing a CRM deal board with the Proposal column total circled, labeled 'Each stage, priced'.
Our own CRM · demo dataEvery deal on one boardMove a deal to its next stage and the column totals follow. Invented demo data.
Laptop showing a CRM payments list with the outstanding total circled, labeled 'Collected vs. owed'.
Our own CRM · demo dataInvoiced, collected, outstandingEvery invoice with its status, and the money still owed at the top. Demo data shown.

Every name, business and number in these screens is invented demo data.

What it keeps on every record

  • Practice area and a short summary of the inquiry
  • Conflict-check status and who cleared it
  • Consult date and outcome
  • Engagement letter and retainer status
  • Source of every inquiry, so marketing spend is measured in retained clients

What it does on its own

  • A prompt acknowledgment to every new inquiry
  • Consult reminders
  • Follow-up on engagement letters that have not been signed
  • Alerts when an inquiry sits unanswered
  • Monthly report of inquiries to retained clients by source

What stays where: The CRM covers intake. Matters, documents and billing stay in your practice-management software. Your firm decides what goes into each message; follow your state bar's rules on client communication and advertising.

Owned, not rented

  • From $4,500

    One-time build. A fixed figure before anything starts.

  • No per-seat fees

    Add your whole team. The price does not move.

  • Yours outright

    Your code, your data, your branding. Change it any time.

See the CRM dashboard we build

Frequently asked questions

Does it replace our practice-management software?

No. It handles intake up to the retained client, then hands off. Your matter system stays as it is.

Can the conflict check be required?

Yes. The pipeline can block booking a consult until the conflict step is marked cleared.

Can it show which marketing brings in retained clients?

Yes. Every inquiry carries its source through to retained, so you see cost per retained client, not just cost per call.

Want it built around your law firm business?

A short call to map your stages and what you use today. You leave with a fixed price.

Book a free call

Filling the pipeline

Law Firm marketing: ads, funnels and follow-up

CRMs for other industries

RoofingCosmetic DentistryMed SpaHVACSolarChiropractic