Explore the features of a custom-built law firm CRM system.
Thank you for the update on my case. When is the next hearing scheduled?
I've sent over the signed documents you requested.
Can we reschedule our meeting to next Tuesday?
I have some questions about the settlement offer.
Sarah Henderson
David Williams
James Miller
Michael Brown
Corporate Client
Jennifer Taylor
Maria Garcia
Linda Thompson
John Smith
Robert Johnson
Carlos Martinez
Mark Anderson
Corporate Client
See all your key metrics at a glance. Track revenue, active cases, and client growth to make smarter, data-driven decisions that move your firm forward.
Every CRM we make is unique and customized to fit your needs using any combination of the following features and more.
Streamline your workflows with powerful automations that save hours of manual work.
Leverage AI to handle repetitive tasks and provide 24/7 support.
Connect your existing tools seamlessly into one unified platform.
Common questions about custom CRM systems for law firms.
Cost depends on what your firm needs, what it currently lacks, what software you already have, and what capabilities you want to add. Every firm is different, so we tailor pricing to match your specific situation. Book a free discovery call to get a quote and see firsthand how we can solve your problem.
Book Discovery CallYou'll see a working prototype within 7-14 days. Full launch typically happens around 28 days. More complex builds may take longer because our team rigorously tests everything. We don't rush. We deliver systems that work from day one.
Yes. If there's software you're not ready to part with, we integrate it into your custom CRM while adding tailored capabilities around it. This hybrid approach lets your workflow run smoothly without forcing your team to abandon familiar tools.
At otoMate, we don't push AI on clients who don't need it. When it makes sense, common uses include lead qualification via text, email, or social media, AI phone agents for after-hours intake, and internal AI assistants for retrieving process documents, answering procedure questions, or drafting documents. We implement AI where it genuinely saves time, not as a buzzword.
Off-the-shelf CRMs force you to adapt your workflow to their structure. A custom CRM is built around how your firm actually works. Additional benefits: no per-seat licensing fees that scale as you hire, no limits on contacts, cases, or pipelines, and no paying for features you'll never use.
You do. There's no vendor lock-in. Your data belongs to your firm. We simply help you manage it better. You maintain full ownership and control at all times.
Let's build your custom System today.
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