Software for law firms
Custom CRM for law firms
If you run a small immigration practice with one paralegal, you've probably seen it: potential clients call once, get voicemail and call the next firm. This custom CRM takes that job off your plate. A pipeline for your leads and deals, with follow-up reminders and only the fields you use.
Why law firms ask for this
- Potential clients call once, get voicemail and call the next firm.
- Intake questions are asked again on every consultation call.
What it looks like in practice
Picture a small immigration practice with one paralegal. Every new lead appears in your own pipeline with its source. Each morning you see who needs a follow-up today. Moving a deal to the next stage sets the next reminder.
How it works for law firms
Once the custom CRM is running for a small immigration practice with one paralegal, this is the sequence.
- We map your stages and the details you track.
- I build a simple pipeline with search and notes.
- Lead sources feed in automatically.
- Follow-up reminders are built in.
- You get it deployed and own the data.
Tools it connects to
It plugs into the tools law firms already use, such as Outlook, and runs on Next.js, Supabase and n8n.
Questions from law firms
Does the custom CRM work with Outlook?
Often, yes. Before building the custom CRM I check your Outlook account and plan, because some features depend on API access. If there's a gap for your law setup, you'll know before you pay anything.
How is client data handled?
For the custom CRM, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The custom CRM sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built