CRM & sales pipeline
CRM for law firms: from lead to retainer, on one track.
Capture leads, qualify, and convert through a configurable pipeline. Inbound enquiries land as records, ready for assignment, follow-up, and conversion to matters.
< 1m
Lead-to-record latency
∞
Custom pipeline stages
AI
Qualification scoring
One
Source of truth
Capabilities
What’s inside.
Lead capture
Forms, intake pages, and inbound emails land as structured records: no copy-paste, no lost enquiries.
Custom pipelines
Build the pipeline that fits your practice areas. Stages, automations, and SLAs configured per workspace.
Assignment rules
Auto-assign by practice area, region, or load. Round-robin or weighted, with override and reassignment.
AI qualification
Inbound leads scored against firm-specific criteria: fit, value, urgency, conflicts.
Follow-up cadences
Automated email and call follow-ups, pausable, audit-logged, attached to the lead record.
Convert to matter
One-click conversion from qualified lead to opened matter, preserving every note and document.
AI-assisted enrichment
AI fills in missing context on leads so qualification has signal, not guesswork.
Custom fields
Add the fields your practice needs, such as jurisdiction, deal size, referrer and intake source: searchable, filterable, reportable.
In depth
A closer look.
Pipeline
A pipeline that maps to how your firm sells.
Every firm has a different conversion path. Configure stages such as Lead, Qualified, Proposal and Retained, or invent your own. Automate hand-offs between business development and matter intake.
- Drag-and-drop stage configuration per workspace
- Conditional automations triggered on stage transitions
- Pipeline value, conversion rate, and time-to-retainer dashboards
Conversion
Convert a lead and the matter is half-set-up.
When a lead becomes a client, the matter inherits the intake notes, the contact, the source attribution, and the engagement terms. No re-keying, no broken context.
FAQ
Questions, addressed.
Can I import existing leads?
Yes. CSV or Excel import during onboarding, with field mapping and duplicate detection.
Does the CRM replace my email?
No. It tracks conversations from email and adds structure on top. The email itself remains in your client.
How does AI qualification work?
You define what a good fit looks like for your firm. Each inbound lead is scored against that criteria with confidence and reasoning surfaced.
How does AI-assisted enrichment work?
AI reviews each lead and fills in missing context to support qualification. It works from the information you capture, not third-party firmographic data feeds.
Pipeline
From enquiry to open matter, without re-keying anything.
A legal CRM is only worth running if the work it captures survives the moment the enquiry becomes a client. Because the pipeline and the matter sit in the same system, conversion is a status change rather than a data migration.
| Stage | What happens |
|---|---|
| Capture | Enquiries arrive from the website, a booking page, email or manual entry, with custom fields you define |
| Qualify | Each lead is scored against your own definition of a good fit, with the confidence and the reasoning shown rather than hidden |
| Enrich | Missing context is filled in from what you already captured, to support that judgement |
| Nurture | Conversations are tracked, with structure added on top of email rather than replacing it |
| Convert | The prospect becomes a client and the enquiry becomes a matter, carrying its history with it |
| Report | Conversion rates by source, by fee earner and by practice area |
One honest caveat on enrichment: it works from the information you capture, not from third-party firmographic data feeds. If you need external company data appended automatically, this is not that.
Keep reading
Related reading.
See it against your matters.
Get started in minutes, or book a demo and we’ll run it on your firm’s real work.