Every new inquiry, with its lawyer
A CRM that gathers inquiries, assigns them by area, and tracks them through to the case file. For law firms.
CRM for lawyers · from €9,000 + VAT
How it works
- InquiriesMonday, November 9, 9:05Elena CastroFrom the website · dismissalUnassigned, since FridayAssignedAnsweredRafael GilWhatsApp · inheritance1
The inquiry comes in
From the website, phone or WhatsApp, into a single inbox.
- Assign inquiryMonday, November 9, 9:07Elena CastroDismissalCivilEmployment · Lucía RamosFamily2
It goes to the attorney for that practice area
You choose the area and they get the alert.
- Elena CastroTuesday, November 10DismissalLucía Ramos handles itAnsweredEngagement letter sentAccepted, case file opened3
Follows through to the case file
With the engagement letter saved in their record.
Sample screens and data.
The starting point and what we would do
Who took this one?
Everyone thinks someone else took it.
A form in an email
That whoever can checks it, when they can.
The client won’t wait
If no one answers them, they call the next law firm.
A single inbox
With inquiries from the website, phone and WhatsApp, and how long they've been waiting.
A lawyer for each inquiry
You select the practice area, and the notification goes to the attorney handling it.
Follow-up through to the case file
The engagement letter comes out of the CRM and, when the client accepts it, the case file opens.
How it connects
If you already use practice management software, the new case file goes into it without copying it by hand. We check it with your software before giving you the price.
The lawyer gives the answer
The CRM makes sure every inquiry has someone to answer it.
CRM for your law firm
From €9,000 VAT not included
No fee per lawyer. We migrate your clients and case files and train the whole firm.
Tell us what you need
We'll get back to you in less than 2 hours, Monday through Friday from 9:00 to 19:00.
Thanks, .
We'll get back to you in less than 2 hours, Monday through Friday from 9:00 to 19:00. If you write to us outside those hours, we'll get back to you the next business day.