A CRM for solicitors that wins the instruction before the firm down the road replies.
Prospective clients often contact two or three firms at once, and most instruct the one that responds first and clearly. Case management software is built for matters you've already won. A CRM handles the part before: enquiries, triage and follow-up.
We set up CRM for law firms around your practice areas, connect it to your website and inboxes, and automate the follow-ups, without touching your case management system.
New-matter enquiries leak before they become matters
Enquiries arrive through web forms, email, phone and referrals, and sit in different inboxes. Fee earners are busy on existing matters, so first responses slip and potential clients go elsewhere.
Without a pipeline, nobody can say how many enquiries came in last month, which practice areas convert, or which referrers send the best work.
What a CRM for solicitors should do
Structured intake
Forms that capture practice area, urgency and key details up front, so enquiries can be triaged quickly.
Fast first response
An instant, professional acknowledgement with what happens next, sent at any hour.
Routing by practice area
Enquiries assigned to the right team with a task and a due time.
Follow-up after quotes
Polite, automatic follow-ups when a client has had a fee estimate but hasn't instructed.
Referral source tracking
See which referrers, searches and campaigns bring in instructed work.
Careful with data
Role-based access, sensible retention and a data processing agreement, with conflict checks left to your existing processes.
What are slow replies costing you?
Most firms don't lose clients to better competitors. They lose them to faster ones. Put in your own numbers to see what slips away each year, and what you'd win back.
An estimate from the numbers you enter, not a promise. Grow first-year cost used: build from £5,950 plus £495 a month, ex VAT.
Common questions
Still unsure? Ask us anything.
Does it replace our case management system?
No. The CRM handles enquiries before they become matters, and works alongside your case management system.
Is it suitable for regulated firms?
We set it up with UK GDPR and the SRA's transparency rules in mind. Your firm stays responsible for its content and processes.
How much does it cost?
CRM setup is part of our Grow plan, from £5,950 plus £495 a month including a bespoke website. CRM-only projects are quoted after a short call. See pricing.
See your pipeline in one place.
Tell us how enquiries reach you today and we'll show you what we'd set up.
- A reply within one working day
- A fixed quote before any work starts
- No pressure, no sales script