The All-in-One CRM for Attorneys
Simplify your business, manage clients, and book more jobs with ease.
Trusted by 1,000+ Law Firms
Why Law Firms Struggle Without the Right Tools
- Missed appointments and scheduling chaos
- Difficulty tracking leads and customer info
- Lost Revenue from poor invoicing and follow-ups
- Wasting Hours on manual tasks
Streamline Your Law Firm's Operations with Our Comprehensive Attorney CRM
In the legal profession, managing client relationships, case details, and administrative tasks efficiently is paramount. Our specialized Attorney CRM is designed to simplify these processes, allowing you to focus on delivering exceptional legal services while enhancing client satisfaction and firm productivity.
Everything You Need to Run & Grow Your Law Firm
Comprehensive Workflows
Pre-Built Funnels
Automated Invoicing
Email Nurture Sequence
Stale Leads Reactivation
Professional Landing Pages
Sales Pipeline Management
Reviews & Referrals
Why Choose Our Attorney CRM?
Our CRM offers a suite of features tailored specifically for law firms:โ
Centralized Client Management: Maintain detailed client profiles, including contact information, case history, and communication logs, all in one secure location. โ
Automated Client Intake: Streamline the onboarding process with customizable intake forms and automated workflows, reducing manual data entry and expediting case initiation. โ
Efficient Scheduling and Calendaring: Manage appointments, court dates, and deadlines with integrated calendars and automated reminders, ensuring timely follow-ups and adherence to critical timelines. โ
Document Management and Automation: Securely store, organize, and retrieve case documents with ease. Utilize document automation to generate standard legal documents quickly, enhancing efficiency and accuracy. โ
Integrated Communication Tools: Facilitate seamless communication with clients through built-in email and text messaging features, keeping all interactions documented within the CRM. โ
Time Tracking and Billing: Accurately track billable hours, generate invoices, and manage payments within the system, streamlining your firm’s financial operations.
Enhance Client Engagement with Automated Nurture Sequences
Maintain strong client relationships through automated communication workflows:โ
Personalized Follow-Ups: Send tailored messages post-consultation to gather feedback, provide case updates, or offer additional services, demonstrating attentiveness and fostering trust.โ
Appointment Reminders: Reduce no-shows by automatically reminding clients of upcoming meetings, court appearances, or document deadlines, ensuring better compliance and engagement.
