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Custom CRM development
Pipelines, contacts and follow-ups modeled on how you sell. No per-seat fees, no features you will never use.
Learn moreA CRM for law firms with intake that never misses a case.
Potential clients call three firms. The one that responds first and follows up best usually gets the case. We replace the patchwork with one system built around how your team actually works.
What we build for law firms
One system, shaped to your work.
- Intake and conflict-check workflow
- Instant lead response and qualification
- Document collection portal
- Matter status updates for clients
- Deadline and task automation
Every build starts with a custom CRM designed around your workflow, connected to the tools you already use through API and software integrations.
The result
Our clients save an average of $5,000 a month in software costs and lost time.
Start with an audit
In 30 minutes we map your tools and manual steps, and show you what a custom system would replace.
The real cost
Where law firms lose the case before it starts.
Most small firms don't have a lead problem. They have an intake problem: calls, forms and follow-ups that slip while attorneys are in court.
The first callback is too slow
A potential client calls after an accident or an arrest and gets voicemail. They call the next firm on the list, and the next. The firm that answers first and sounds organized usually gets the retainer. If your intake depends on a receptionist who is also answering every other line, cases walk out the door.
Intake lives on legal pads
Intake details get written down, emailed, retyped into practice management software and sometimes lost. Conflict checks are done by memory or a quick search. When intake isn't structured, you waste attorney time on calls that were never a fit and miss the ones that were.
Chasing documents and signatures
Engagement letters, medical records, financial statements, police reports. Your paralegals spend hours sending reminders and digging through email attachments. Every day a matter waits for documents is a day it isn't moving, and clients start wondering what they're paying for. And the client blames the firm, not their own missing paperwork.
Clients call for status updates
Clients don't know what happens between hearings, so they call. Each call interrupts someone, and the ones that don't get returned quickly become bad reviews and bar complaints. Most of those calls could be answered with a simple, current status update. Your attorneys get pulled out of billable work to repeat the same answer.
How it works
A legal CRM built around how your firm takes cases.
Here's how each part of a custom CRM for law firms works day to day, from the first call to the closed file.
Law firm intake that responds right away
Calls, web forms, chat and referral emails land in one intake queue. Each new inquiry gets an immediate, professional response and a short set of qualifying questions built around your practice areas. Your intake team sees who's waiting, what they need and who's responsible. Nothing sits in a voicemail box overnight. You can also see which marketing sources produce signed cases.
Custom CRM developmentStructured intake and conflict checks
Intake forms ask the right questions for each case type, so a family law inquiry and a personal injury inquiry collect different details. Before a consult is booked, the system checks names against existing clients and adverse parties and flags possible conflicts for an attorney to review. Every decision leaves a clear record. Declined matters are logged too, with the reason.
Workflow automationQualification and consult booking
A custom AI agent can handle first-pass screening after hours: gathering the basics, asking your qualifying questions and booking a consult for strong fits. It doesn't give legal advice. Poor fits get a polite response and, if you choose, a referral list. Attorneys spend their time on consults that matter. Every screening conversation is saved to the intake record for your team to review.
Custom AI agentsA document collection portal
New clients sign the engagement letter and upload documents through the client portal. They see a checklist of what's still needed. Reminders go out automatically until it's complete, and your paralegal sees a clear status instead of searching email. We plan security and access controls around your firm's requirements during the audit. Attorneys can see at a glance which matters are waiting on the client.
Client portals & internal toolsMatter updates and deadline tasks
As a matter moves through stages, clients get short, attorney-approved status updates in the portal. Behind the scenes, each stage creates the right tasks and reminders for your team, so filing deadlines and follow-ups don't depend on memory. Your practice management software stays the system of record, connected so data isn't entered twice. Clients feel informed, and your phones get quieter.
API & software integration servicesIn practice
One potential client, from call to retained.
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A potential client calls after hours
Someone was hurt in a car accident and finds your firm on a Sunday night. Your intake assistant responds right away, collects the basics, asks your screening questions and books a consult for Monday. Nobody had to check voicemail.
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Conflicts are checked first
Before the consult, the system checks the client and the other driver against your existing records. No conflict is flagged. The attorney gets a short intake summary so the consult starts with the facts, not the basics.
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The client signs and uploads
After the consult, the engagement letter goes out for e-signature. The client logs into the portal and uploads photos, the police report and medical bills. Automated reminders cover what's still missing. Your paralegal sees the checklist fill in.
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The matter moves forward
The file opens in your practice management software. As the case progresses, the client sees status updates in the portal, and your team gets tasks and deadline reminders tied to each stage. The client always knows where things stand.
What goes away
Intake stops living on sticky notes.
Small firms often pair practice management software like Clio or MyCase with a separate answering service, a web form tool, an e-sign app and a spreadsheet for leads that never became clients. A custom CRM for law firms handles the front end: intake, follow-up, conflict screening, documents and client updates. Your practice management and billing tools stay in place, connected so matters open without retyping.
- Lead tracking spreadsheet
- Standalone web intake forms
- E-signature subscription
- Document request emails
- After-hours message taking
- Practice management (connected, not replaced)
Questions
Questions about a CRM for law firms.
We already use practice management software. Isn't that a CRM?
Practice management tools are built to run matters once a client is retained. Most are much lighter on intake, lead follow-up and tracking which marketing sources produce signed cases. A custom legal CRM covers the front of the funnel and hands retained clients to your existing software, so each tool does what it does best.
How do you handle confidentiality and ethics rules?
We plan the system around your firm's obligations with you during the audit: where data is stored, who can see what, and what the intake assistant is allowed to say. The system is built to keep a clear record of communications and decisions. Your firm stays responsible for its professional obligations, and we build to support them.
Will an AI intake assistant give legal advice?
No. It's set up to gather information, answer general questions about your firm and book consults. Anything that sounds like a request for legal advice is routed to a person. You approve the scripts, the boundaries and the handoff rules before it goes live. Every conversation is saved for your team to review.
What does a custom law firm CRM cost?
It depends on scope: practice areas, intake volume, which tools we connect and whether you want a client portal or AI assistant. The free audit gives you a ballpark. We look at your current tools and intake process and show you what a custom system would replace.
Can it work for a firm with several practice areas?
Yes. Each practice area can have its own intake questions, qualification rules, stages and follow-up. A family law matter and an estate planning matter don't move the same way, so the system doesn't treat them the same way. Adding a new practice area later is a change we make for you.
How we build it
The pieces behind the system.
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Custom AI agents
Lead qualifiers, quote generators, support assistants. If you can describe the workflow, we can build and deploy it.
Learn more
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Client portals & internal tools
Give customers one place to see projects, approve quotes, pay invoices and upload files.
Learn moreCustom CRMs for other industries
Free software audit
Find your $5k.
Walk us through your tools and workflows. We will show you where the money and hours are leaking, and what a custom system would replace.