Legal work requires clear organization, deadline control, and efficient client management. A CRM system for lawyers, attorneys, and law firms helps automate routine processes, reduce paperwork, and increase team productivity.

Our CRM solution is tailored to your specific needs, allowing you to manage all processes in a single system.

Structured client and case management

A CRM for law firms makes it easy to store and categorize your client database. All client and case details are kept in a single record, ensuring quick access to relevant information.

🔹 Customizable client card – Store all client details in one place, including contact information, case history, related documents, and tasks.
🔹 Client categorization – Organize clients by practice area, case type, or other criteria.
🔹 Interaction history tracking – Automatically log all calls, emails, meetings, and notes in the client record.

📌 Screenshot: A client card example showing case history and invoices. Call logs and messages are also stored in the record.

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Case management: control and automation.

Efficient case management involves not just tracking cases but also maintaining organized communication between lawyers and clients.

🔹 Centralized communication space – Store all client conversations, team discussions, documents, and tasks in the CRM.
🔹 Messenger integration – Communicate with clients via WhatsApp, Telegram, Viber, and more, directly from the CRM, with all messages automatically logged.
🔹 Process visualization – Use Kanban boards or sales pipelines to track case progress visually.
🔹 Task assignment by project and specialization – Manage cases in criminal, civil, family law, and other practice areas.
🔹 Deadline control – Automated reminders for important events, court hearings, and deadlines.
🔹 Collaborative case handling – Each specialist sees their responsibilities, while managers can track progress.

📌 Screenshot: Case process visualization in the CRM.

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Finance automation and payment tracking.

A CRM for law firms simplifies financial management and ensures accurate payment tracking.

🔹 Automated invoicing – Generate invoices based on billable hours or fixed rates.
🔹 Client payment tracking – Keep a record of all transactions, ensuring full financial control for each client and case.
🔹 Income and expense reports – Get detailed financial analytics.

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Automated client notifications.

CRM automation streamlines communication and minimizes the need for follow-ups.

🔹 Case status updates
🔹 Meeting and deadline reminders
🔹 Document signing notifications

📌 Screenshot: Example of automated notifications in the CRM.

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Sales process automation.

Law firms actively use social media and messaging apps to attract clients. A CRM helps automate this process:

🔹 All inquiries from messengers, the website, and social media go directly into the CRM.
🔹 The sales pipeline tracks client interactions from first contact to contract signing.
🔹 Lawyers and managers can respond from one system without switching between apps.

📌 Screenshot: Example of a sales pipeline for legal services.

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Conclusion:

Implementing a CRM for law firms enables you to:

✔️ Optimize workflows.
✔️ Automate financial management and invoicing.
✔️ Store the entire history of client interactions in one place.
✔️ Improve communication with automated notifications.
✔️ Maintain full control over case management and teamwork.
✔️ Boost sales efficiency with social media and messenger integrations.

🚀 Ready to automate your legal practice? Contact us for a consultation!

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