CRM For Lawyers & Law Firms

If you’re looking for a Customer Relation Management (CRM) software that’s bespoke just for law firms and the benefits that brings, then you have come to the right place.

Tracking your enquiries via a CRM system from the initial call all the way through to becoming a new client has many advantages. You can see who the best converters are in your law firm, how many enquiries you are receiving for each practice area, how clients found you, how quickly lawyers respond and even why potential clients might not be converting.

Free initial discussion and quote

For a free initial discussion about your CRM and for a no obligation demonstration and quote, please call us on 0115 8700443  or email

We can provide full in house training on the new system, giving your team the confidence and skills needed.

We make projects as smooth as possible. You will have our expertise and management every step of the way.

Why use our refined CRM system?

Law firms of all sizes are guilty of neglecting their enquiries and leads. They are not properly tracking them in order to develop that data for future potential opportunities.

An enquiry that comes in isn’t always converted immediately into a profitable live client, but it doesn’t mean they shouldn’t be treated seriously; they still cost you money and come from a portion of the marketing budget you have used to generate that lead.

Using our bespoke software you can:

  • Access and manage ongoing potential relationships by keeping that contact via email, post or even SMS
  • At company or individual level you can track these potential clients to target them with relevant marketing materials and invitations to applicable seminars or significant events
  • On any device, record and track every incoming enquiry, its type, source etc to gather and use invaluable marketing and sales data. This boosts productivity by allowing anyone from anywhere to automate time consuming business processes.
  • When the client is eventually converted you can easily create a file at the click of a button that is already populated with the pre-existing relevant information. The clients file can then sent to the appropriate person instantly.

This all leads to closing more deals, more efficiently. Everything is tracked and accessible in one place allowing you to recognise the contributors as well, all in the same system.

Our system has been developed and BETA tested inside a law firm. It is bespoke, customisable and where possible can be tied into other pieces of software. You can use the software with cloud based technology, so all your data is in one place and most importantly secure.

Make more insightful decisions by keeping on top of how your business is performing with easy to create reports and dashboards, making you job easier to forecast and make quick decisions using the most up to date information… Time = Money!

What makes our CRM system superior?

The most well-known CRM out there now is Salesforce. For lawyers, Salesforce is expensive, it’s powerful, and you probably won’t get much use out of it day-to-day. There are not really any case management software applications available that really focus on client acquisition. They are focused on helping you be more productive with existing clients and cases. Our software helps law firms evaluate their marketing ROI, there is not currently a CRM for tracking prospective clients through different deal stages.

If you have decided to take the plunge and add a CRM to your practice, you need to make sure

1) It will add value to your firm.

2) You can train people to use it if needed.

3) You will actually use it consistently.

We can help you with each of these steps to give you what you need to succeed.

Pricing should not be the biggest concern as a CRM that is a good fit for your firm has huge ROI potential. Our bespoke CRM system doesn’t come with a huge setup and maintenance cost, and the investment is small considering what it does for your firm.

The system is designed to put potential clients into certain pipeline stages that provides you with the information you need to decide what to do next in order to convert that client.


Our CRM software is a powerful tool to help law firms grow their practices. CRMs are used by small and large businesses to keep track of their potential clients, and your firm could likely benefit from using one.

Law firms of all sizes can now affordably implement a CRM system with little training needed to be rolled out to fee earners. Our CRM platform is intuitive to use for those who work in the legal industry and can be integrated into your case management systems.

How to get in contact

For a free initial discussion about your requirements and receive a demonstration at a time that suits you including a no obligation quote, please call us on 0115 8700443 or email

Terms such as "best" are used for Search Engine Optimisation purposes (SEO). I make no express or implied representation that in fact, our CRM is the 'best' in the CRM market.


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