Lawyer CRM
Manage clients, matters, court dates, and billing with confidence
Overview
Built specifically for the legal profession, the Lawyer CRM helps you manage client intake, legal matters, case milestones, court dates, deadlines, time entries, and billing references — all with the strict access controls and audit trails that legal work demands. Keep every detail organised and every deadline met.
Who is it for?
- Solo practitioners managing their own client load and court schedule
- Small law firms coordinating multiple attorneys and matters
- Legal departments tracking internal legal matters and compliance
- Legal consultants managing advisory engagements
Quick Facts
- Best for
- Law firms, legal practitioners, and attorneys
- Trial period
- 30 days free
- Purchase model
- Once-off payment
- Workspace
- Private, isolated per company
- Users
- Unlimited team members
Features
Everything included in the Lawyer CRM
Client & Legal Matter Records
Maintain comprehensive client profiles and link them to their legal matters. Track matter type, status, opposing parties, and key dates.
Matter Status & Case Milestones
Track each matter through its lifecycle — from intake to resolution. Record milestones like filings, hearings, and judgments.
Court-Date & Deadline Reminders
Never miss a court date or filing deadline. Set reminders with configurable lead times for critical dates.
Document Tracking & Attachments
Attach and organise legal documents — contracts, pleadings, correspondence, and evidence — linked to the relevant matter.
Time-Entry & Billing References
Record time spent on each matter for billing purposes. Generate time-entry reports for invoicing and client communication.
Lawyer & Staff Assignments
Assign matters to specific lawyers and support staff. Track workload distribution across your team.
Strict Access Permissions
Ensure each user can only access the clients and matters they are authorised to manage. Supports need-to-know access.
Audit Logs
Every sensitive operation is logged — who accessed what, when, and what changes were made. Essential for compliance and accountability.
Why Choose Lawyer CRM?
Never Miss a Deadline
Court dates, filing deadlines, and follow-ups are tracked and reminded automatically.
Client Confidentiality
Strict access controls ensure only authorised personnel see client information.
Accurate Billing
Time entries linked to matters make billing transparent and accurate.
Full Audit Trail
Every action is logged for compliance, dispute resolution, and professional accountability.
Real-World Use Cases
See how businesses like yours use the Lawyer CRM
A family law practitioner tracking divorce cases and mediation schedules
A commercial law firm managing corporate clients and contract matters
A criminal defence practice coordinating court appearances and case preparation
A legal consultant managing advisory mandates and billing
Frequently Asked Questions
Ready to Try Lawyer CRM?
Start your 30-day free trial today. No credit card required. Your own private workspace, ready in minutes.