Matters and deadlines
Every matter carries its deadlines, with graduated alerts.
The CRM for firms where no deadline slips
In a law firm, the loss is rarely in production: it's in converting the consultation into a retained matter, and in billable time never recorded. An effective legal CRM tracks the retainer, alerts on limitation deadlines, and captures time as it is spent, not at month end.
Click a file to open it, advance it one stage, switch on an automation and read the exact message it would send.
The stages and fields carry the words your team already uses. That is the first reason a CRM ends up used rather than abandoned.
Every matter carries its deadlines, with graduated alerts.
Retainer balance visible at all times, automatic reminders.
Time is recorded from the matter, in two taps.
Per-matter walls and conflict checks at intake.
The 15-minute audit determines what actually needs adapting. You leave with the written diagnosis, even if we never work together.