Legal
Practice management CRM for law firms that need more than case tracking
Law firms need a CRM that thinks in matters, not contacts. We build systems with conflict checking, time recording integration, and SRA compliance designed into the data model from the start.
Sector Challenges
Challenges legal teams face with generic CRMs
Conflict of interest checks
Generic CRMs have no concept of conflict checking. Firms end up running manual searches across contacts, companies, and matters, risking missed connections and regulatory breaches.
Matter-centric vs contact-centric data
Law firms work on matters, not deals. When your CRM forces everything into a contact-centric model, the relationship between parties, matters, and documents becomes impossible to navigate.
Time recording integration
Fee earners need to record time against matters without leaving their CRM. Disconnected time recording systems mean lost billable hours and inaccurate client invoicing.
SRA compliance obligations
SRA Accounts Rules, client money handling, and professional conduct obligations require structured workflows that generic CRM platforms simply do not offer.
What We Build
What a legal CRM looks like
Conflict check engine
Automated conflict of interest searches across all parties, matters, and historical records. Structured results with risk flagging and partner sign-off workflows.
Matter management
Matters as first-class entities with linked parties, documents, time entries, and billing. Track matter stages, key dates, and fee earner assignments in one view.
Time recording integration
Record time against matters directly from the CRM. Integrates with your existing billing software or provides standalone time capture with approval workflows.
SRA compliance dashboard
Monitor compliance status across the practice: client account reconciliations, practising certificate renewals, CPD tracking, and conduct risk indicators.
Secure client portal
Give clients secure access to matter updates, document sharing, and communication logs. Reduce email traffic and maintain a clear audit trail of all client interactions.
Regulatory Compliance
Built for SRA, GDPR, and Legal Services Act requirements
Law firms operate under stringent regulatory obligations. Your CRM must support professional conduct requirements, not create additional compliance risk.
SRA Accounts Rules compliance with structured workflows for client money handling, reconciliation tracking, and residual balance management.
GDPR data protection built in, with client consent tracking, data retention schedules aligned to limitation periods, and automated subject access request handling.
Legal Services Act obligations supported through practice-wide compliance monitoring, including reserved activities tracking and authorisation status management.
Legal CRM
Ready for a CRM that thinks in matters, not contacts?
Book a free discovery call. We will discuss your practice management needs, your SRA obligations, and whether a bespoke CRM is the right investment for your firm.
Book a Discovery Call