Manage client acquisition, retainer renewals, and matter follow-ups for law firms and consultants.
Law firms, CA practices, consulting firms, and advisory businesses run relationship-driven businesses where client communication quality directly affects retention. CRM features help track enquiries, automate engagement touch-points, and manage retainer renewal cycles.
Track every client's matter history, engagement type, and communication preferences. Multiple contacts per company — managing director, CFO, company secretary — all visible under one account record.
Collect e-signatures on engagement letters, NDAs, and retainer agreements without clients visiting the office. Reduces lag between proposal acceptance and work commencement.
Generate fee proposals and scope-of-work documents from matter templates. Consistent, professional proposals close engagements faster than manually formatted Word documents.
Annual retainer renewals and compliance filing reminders can be automated — ensuring no client misses a deadline and no renewal is forgotten due to a busy partner schedule.
Create dynamic lists like 'Retainers expiring in 60 days' or 'Clients with no activity in 90 days' — trigger renewal outreach before clients receive a competing proposal.
Store standard contract templates, regulatory FAQs, and client onboarding checklists accessible to all team members — ensuring quality consistency as the firm scales.