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Law firm

CRM for law firms, from the first inquiry to a signed engagement letter

Matters, consultations, court dates and deadlines each get a list. Every inquiry is a deal on one board that has a conflict check in the path.

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The Law firm deals board · example data
  1. 01New inquiry
  2. 02Conflict check
  3. 03Consultation
  4. 04Engagement letter sent
  5. 05Retained
  6. 06Not retained

A week of intake, deadlines and court dates

  • Intake starts with who is on the other side.

    On the client you record the opposing party, whether the conflict check is cleared, their preferred language and how they found you. The board has a Conflict check stage right after New inquiry, so the step has a place of its own.

  • A consultation is a decision.

    Each consultation keeps the date, the practice area, the attorney, whether the conflict check is cleared, the fee, and the outcome: retained, thinking it over, referred out or declined.

  • A matter is more than a case number.

    A matter holds the practice area, the responsible attorney, the opposing party and counsel, the court and case number, the statute of limitations and the fee arrangement, with the documents attached.

  • Court dates and deadlines don't move.

    Court dates keep the matter, date, time, hearing type, judge and courtroom, and whether the client has been told. Deadlines keep what is due, which kind it is and whether it is done. Put a task beside each, and it shows on your dashboard the day it is due.

Your lists, and what each is for

Law firm adds these lists to the Clients, Companies, Deals, Tasks and Notes you already have.

  • Matters

    Use it for each matter you open, from the first filing to closed.

    • Matter number
    • Practice area
    • Responsible attorney
    • Opposing counsel
    • Statute of limitations
    • Fee arrangement

  • Consultations

    Use it for each first meeting, to record the conflict check and what came of it.

    • Consult date
    • Practice area
    • Attorney
    • Conflict check cleared
    • Consult fee
    • Outcome

  • Court dates

    Use it for every hearing, trial or deposition, and whether the client has been told.

    • Matter
    • Date
    • Hearing type
    • Court
    • Judge
    • Client notified

  • Deadlines

    Use it for filing, discovery and statute dates, so each one has an owner and a check box.

    • Matter
    • Due date
    • Kind
    • Calendared by
    • Done
See every field4 lists, 40 fields

Fields on each list

Matters

  • Matter number · Text
  • Practice area · DropdownPersonal injury, Family, Criminal defense, Estate planning, Business, Real estate, Immigration, Employment
  • Responsible attorney · Text
  • Opened on · Date
  • Status · DropdownOpen, Discovery, Negotiation, Trial prep, Settled, Closed
  • Opposing party · Text
  • Opposing counsel · Text
  • Court · Text
  • Case number · Text
  • Statute of limitations · Date
  • Fee arrangement · DropdownHourly, Flat fee, Contingency, Retainer
  • Documents · Files & photos

Consultations

  • Consult date · Date
  • Practice area · DropdownPersonal injury, Family, Criminal defense, Estate planning, Business, Real estate, Immigration, Employment
  • Attorney · Text
  • Conflict check cleared · Yes / No
  • Consult fee · Money
  • Outcome · DropdownRetained, Thinking it over, Referred out, Declined
  • Notes · Paragraph

Court dates

  • Matter · Text
  • Date · Date
  • Time · Text
  • Hearing type · DropdownHearing, Trial, Mediation, Deposition, Status conference, Arraignment
  • Court · Text
  • Judge · Text
  • Courtroom · Text
  • Client notified · Yes / No
  • Notes · Paragraph

Deadlines

  • Matter · Text
  • Due date · Date
  • Kind · DropdownFiling, Discovery response, Statute, Court order, Client
  • Calendared by · Text
  • Done · Yes / No

Extra fields on what you already have

On Clients

  • Conflict check cleared · Yes / No
  • Opposing party · Text
  • Preferred language · Text
  • Referral source · DropdownPast client, Attorney referral, Google, Advertising, Other

On Deals

  • Practice area · DropdownPersonal injury, Family, Criminal defense, Estate planning, Business, Real estate, Immigration, Employment
  • Fee arrangement · DropdownHourly, Flat fee, Contingency, Retainer
  • Consult date · Date

Where new work comes from

A form on your website and a page where customers book. Both are set up in Settings.

Starts like this

The first minutes, as they go when you sign up.

  1. Step 1: Pick Law firm

    One step adds 4 lists, 40 fields and 6 deal stages. Anything you already have is left alone.

  2. Step 2: Add sample records, if you like

    10 matters, 10 consultations, 9 court dates and 8 deadlines. Around them, a made-up business: clients, companies, deals in every stage, tasks, appointments and notes. All made up, so the Home page, board, lists and reports have something to show on day one. One button removes every sample.

  3. Step 3: Add your first client

    Add the person who just called the office, then put a deal on them in New inquiry.

  4. Step 4: Start the trial

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What stays the same

Other industries

Don't see your trade? Start without a template and make your own lists and fields. They work the same way. See all templates.

Try CybrRM set up for law firm

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