Legal CRM for Modern Law Firms
Streamline client intake, case workflows, scheduling, secure messages, and document sharing — all inside one legal CRM built to help law firms stay organized and serve clients faster.
Manage every client, matter, deadline, and communication from a single dashboard. No more scattered emails, lost notes, or missed follow-ups.
Digital intake forms that flow directly into your case pipeline with client records automatically created.
Track every case stage from first inquiry to resolution — including notes, documents, and deadlines.
Share documents, updates, messages, and billing through a secure portal your clients can access anytime.
Book consultations, court dates, and calls with automated reminders that reduce no-shows.
Replace multiple tools and manage your entire firm in one platform built specifically for lawyers.
Store client data, intake notes, documents, and case history in one unified profile.
Send and receive confidential messages and attach files securely.
Assign tasks to paralegals or associates with deadlines, notes, and reminders.
Upload documents, track revisions, and send for electronic signature.
Invoice retainers, track balances, and accept payments online with one click.
See every action taken on a case — dates, notes, documents, and messages.
Whether you’re a solo attorney or a multi-office firm, our legal CRM adapts to your practice.
Track leads, intake, settlements, and client updates easily.
Manage documents, reminders, and case timelines clearly.
Centralize sensitive documents and communication securely.
Choose a plan that fits your practice. Start your trial today.
Multi-office firms
“Our intake is now 100% digital. No more lost paperwork.”
— James, Personal Injury Lawyer
“Documents and case updates are organized and searchable.”
— Sarah, Immigration Attorney
“Our team tracks every deadline from one dashboard.”
— David, Family Law Firm Partner
A legal CRM helps law firms manage client intake, case details, deadlines, communication, documents, and billing from one platform.
Yes — import clients, notes, tags, case history, and custom fields using CSV or migration templates.
Yes — documents and messages are encrypted, with secure login and controlled access for staff.
Yes — access your dashboard, client messages, and tasks from your phone.
Start your free trial and see how the right CRM can organize your intake, cases, and client communication.