Every law firm has the same story: you started with spreadsheets, moved to a generic CRM, and now you're drowning in workarounds. Your team spends more time fighting the software than actually using it.
A custom CRM flips that equation. Instead of forcing your processes into someone else's box, we build the box around your processes. Here's what that looks like in practice:
Note: Some details in the images below have been redacted to protect client privacy and sensitive information.
Task Management
The Pain Point
Tasks scattered across sticky notes, email threads, and three different apps. Deadlines slip through the cracks. No one knows who's responsible for what until it's too late.
The Solution
One unified task board that mirrors how your team actually works. Automatic deadline tracking, smart assignment based on workload, and clear visibility into every matter's status. Nothing gets lost.
Contact Management
The Pain Point
Client information lives in Outlook, your old CRM, someone's phone contacts, and a filing cabinet from 2015. You can never find the right phone number when you need it.
The Solution
A single source of truth for every client relationship. Complete history, linked matters, communication logs, and custom fields that match your intake process. Pull up any client's full picture in seconds.
Opportunity Pipeline
The Pain Point
Potential clients fall through the cracks. You forget to follow up, lose track of where leads came from, and have no idea which marketing actually brings in business.
The Solution
A visual pipeline that shows every opportunity from first contact to signed engagement. Automated follow-up reminders, source tracking, and conversion analytics. Know exactly what's working and what's not.
AI-Powered Automation
The Pain Point
Your team wastes hours on repetitive tasks: data entry, scheduling, status updates, reminder emails. High-value work gets pushed aside for administrative busywork.
The Solution
AI that handles the mundane so your team can focus on what matters. Smart document processing, automated client communications, predictive task scheduling, and intelligent insights that surface opportunities before they're missed.
The Numbers Behind It
Industry research shows the current state of law firm productivity:
- Only 2.9 billable hours per day — The average lawyer bills just 37% of their 8-hour workday, with the rest lost to admin and inefficiencies (Clio 2024 Legal Trends Report)
- 2 hours daily on admin tasks — Attorneys spend 25% of their workday on non-billable administrative duties (Smokeball/Clio)
- 46% save 1-5 hours weekly — Law firms using practice management software report consistent weekly time savings (MyCase)
- 26% don't track leads at all — Many firms lose potential clients simply because they have no system in place (ENX2 Marketing)
The Bottom Line
A custom CRM isn't about having more features. It's about having the right features, arranged exactly how your team needs them. No training your people to work around limitations. No paying for modules you'll never use.
When your tools match your workflow, everything gets faster. Onboarding new hires takes days instead of weeks. Client response times drop. Nothing falls through the cracks.
That's the difference between software that tolerates your process and software that amplifies it.