CRM for lawyers
CRM for law firms and attorneys
Cases, deadlines, hearings and documents in one system. No procedural deadline gets missed, and clients follow their case in the portal.
How the CRM handles a law firm client
- 01Enquiryfrom your website, by phone or referral
- 02Consultationbooking, case assessment, proposal
- 03Engagementstages, fee, payment schedule
- 04Case workdeadlines, hearings, documents
- 05Outcomeclient report, closing, review
What the legal CRM does
Works for a solo attorney, a law firm with several practice areas and an in-house corporate legal team.
Cases and practice areas
Case profile: parties, court, number, stage, responsible lawyer and the full history.
Deadlines and hearings
Calendar of hearings and procedural deadlines, reminders for the lawyer and assistant.
Documents and templates
Claims, contracts and powers of attorney from templates with client data, versions and storage.
Time tracking
Lawyers log hours per case, and the system calculates the cost for hourly billing.
Fees and payments
Fixed fee, stages, hourly billing, retainer agreements.
Client portal
The client sees the case stage, upcoming hearings, documents and invoices.
Confidentiality
Access rights by case and role, activity log, secure storage.
Management reports
Lawyer workload, revenue by practice area, deadlines at risk, receivables.
Why Excel and a shared calendar are risky for lawyers
For a lawyer a missed procedural deadline costs more than any software. When deadlines live in personal calendars and spreadsheets, information is lost when someone is ill or leaves. The CRM keeps deadlines inside the case and reminds both the responsible lawyer and the manager.
The second pain point is documents. The same contract or power of attorney is assembled by hand every time, and versions get mixed up in email. Templates that fill in client data and version storage in the case profile save hours every week.
The third is money. With hourly billing part of lawyers' time never gets billed, and retainer payments are forgotten. Time tracking and a payment schedule for every client close these leaks.
Software for lawyers and attorneys
Our legal software is built around the case: client, parties, court, deadlines, documents and money in one profile. Assistants see their tasks, lawyers their cases and hearings, and partners the workload and revenue.
Software for a solo attorney is simpler: cases, hearings, deadlines, documents and fees, with reminders on the phone. For a law firm we add practice areas, case allocation, time tracking and a client portal.
Data is stored on a secure server, case access is restricted by role, and every action is logged. The system can be deployed on the firm's own server.
Estimate the cost of a CRM for law firms
The base system with clients, schedule, memberships and payments starts from ₸500 000. Tick what else you need to see an estimate.
This is a calculator estimate. The exact price is set after a one-day audit and fixed in the contract.
Our CRM in production
A chain of sports clubs in Almaty runs memberships, entry and payments in our system
A martial arts club, a fitness club and a stretching studio run on one platform: each has its own app and front desk, and the owner sees shared analytics. We use the core of this system, clients, roles, payments, notifications and owner reports, as the base for a CRM for law firms, so launch is faster and cheaper than building from scratch.
Custom CRM or Bitrix24 and amoCRM
Off-the-shelf CRMs work well for sales teams. For law firms you end up bending the workflow to fit them, and you pay for every employee every month.
| Capability | A-LUX | Bitrix24 | amoCRM |
|---|---|---|---|
| Cases, parties and courts | partly | ||
| Procedural deadlines with reminders | partly | ||
| Claim and contract templates | partly | ||
| Lawyer time tracking | partly | ||
| Monthly fee per user | No | Yes | Yes |
| You own the code and the database | |||
| Changes to fit your process | partly | partly |
How we implement the CRM
Frequently asked questions
How much does a law firm CRM cost?
The core system with cases, deadlines, documents and fees starts at ₸500,000. The client portal, time tracking and 1C integration are priced separately.
Will it suit a solo attorney?
Yes. For an attorney we make a lighter version: cases, hearings, deadlines, documents and fees.
How do deadline reminders work?
Each deadline is linked to a case. The system reminds the responsible lawyer and the manager in advance and on the day.
Can we generate documents from templates?
Yes. Claims, contracts and powers of attorney are assembled from templates using client and case data.
How is confidentiality ensured?
Access rights by role and case, an activity log and secure storage. It can be deployed on the firm's own server.
Is there time tracking?
Yes. Lawyers log hours per case, and the system calculates the amount to bill for hourly work.
Can the client follow the case?
Yes, in the client portal: stage, hearings, documents and invoices.
How long does implementation take?
The core system goes live in 3-4 weeks, with the client portal in 6-7 weeks.
Other industry CRMs and services
We will show the system using your practice as an example
We run a one-day audit, show a working system and give you the price and timeline.
Contact A-LUX
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