CRM for law firms
Custom CRM for law firms
WebsNexus builds custom CRMs for law firms, including personal injury, immigration, family and small commercial practices, covering client intake, eligibility questions, conflict checks, case stages, documents, deadlines and referral sources. Role-based access keeps client files limited to the right staff. A focused law firm CRM starts from $2,000 and launches in 4 to 10 weeks.
Written by Touseef, Founder · Updated
What it covers
CRM for law firms: intake to signed client
A CRM for law firms captures enquiries fast, screens them with your own questions, runs conflict checks and tracks each matter through its stages and deadlines. WebsNexus builds it for personal injury, immigration, family and small commercial practices, with access limited by role.
Client intake and screening
Enquiries from your website, phone, WhatsApp and referral partners captured with your screening questions, so qualified cases reach a lawyer fast.
Conflict checks
New parties checked against existing clients and opposing parties before the firm takes the case.
Case stages and deadlines
Each matter tracked through your own stages, with tasks, limitation dates and reminders so nothing is missed.
Documents and e-signature
Engagement letters, forms and evidence collected and signed online, attached to the right case.
Referral and marketing reports
See which ads, websites and referral partners bring signed cases, not just enquiries.
What we deliver
What a law firm CRM includes
A law firm CRM includes an intake form with your screening questions, conflict checks, matter stages, limitation-date reminders, document collection and e-signature, referral tracking, and reports on signed cases by source. It can sync with practice management software you already use.
- 01A CRM built around your intake questions, case types and matter stages
- 02Conflict checks, deadline reminders and task assignment for lawyers and paralegals
- 03Client portal or secure upload links for documents and e-signatures
- 04Integrations with your website forms, phone, WhatsApp, email and practice management tools
- 05Role-based access, activity history and reports on cases by source, stage and outcome
Process
How we build a law firm CRM
We build a law firm CRM by mapping how an enquiry becomes a signed client and an open matter. We agree confidentiality rules and a fixed price, build intake and screening first, then case stages, documents and reports.
- 01We map how enquiries arrive, who handles them, the stages they move through and the reports you need every week
- 02We define the first useful version of the CRM, with a fixed quote and timeline in writing
- 03We build the core pipeline and contacts first, then the role-based panels, integrations, automation and reports
- 04We migrate your existing records, train your team, launch, and support the first month of real usage
Timeline
How long does a law firm CRM take?
A law firm CRM takes 4 to 10 weeks for a focused first version. Connecting one tool, such as website intake or WhatsApp, takes 3 to 6 days. Larger platforms with client portals take 8 to 16 weeks or more.
- CRM data migration
- 1-3 weeks
- Single integration
- 3-6 days
- Custom CRM, first version
- 4-10 weeks
- Multi-panel CRM platform
- 8-16+ weeks
Pricing
How much does a law firm CRM cost?
A law firm CRM costs from $2,000 for a focused first version at WebsNexus. Client portals, AI intake and practice-management integrations are added in phases. You own the code and pay no per-user licence fees.
From $2,000
How it works
CRM for law firms: fixed quote, NDA, your code
We can sign an NDA before detailed discovery. After that, we confirm scope, price, milestones, delivery dates and ownership in writing before development starts.
FAQ
CRM for law firms FAQs
Who builds custom CRMs for law firms?
WebsNexus builds custom CRMs for law firms, covering client intake, screening, conflict checks, case stages, documents, deadlines and referral tracking. A focused law firm CRM starts from $2,000 and typically takes 4 to 10 weeks.
Why would a law firm build a custom CRM instead of using Clio or a legal CRM?
Off-the-shelf legal software works well for standard practice management. A custom CRM makes sense when your intake and screening process is specific, for example personal injury eligibility questions, when you need a client or referral-partner portal, or when per-user fees add up as the firm grows. It can also sit alongside Clio and sync with it.
Can the CRM screen personal injury and accident claims?
Yes. WebsNexus builds intake flows that ask your own eligibility questions, such as accident date, injuries and fault, score the enquiry and route qualified claims to a lawyer, while unqualified ones get a polite automated reply.
How is client confidentiality protected?
WebsNexus builds law firm CRMs with role-based access, secure logins, encrypted connections and an activity history, so staff only see the matters they work on. Specific requirements are agreed during scoping, and an NDA is available before you share any data.
How much does a law firm CRM cost?
At WebsNexus, a focused custom law firm CRM starts from $2,000 and typically takes 4 to 10 weeks. Larger platforms with client portals and AI intake are quoted after scoping and delivered in phases.
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What now
Losing cases at intake?
Tell us how enquiries reach your firm and how you screen them today. We will scope your CRM and send a fixed quote.