Manage client intake, matter pipelines, hearing schedules, billing milestones, and referral networks — built for law firms and solo practitioners.
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Client intake and conflict-check workflow
Matter lifecycle and hearing calendar tracker
Retainer and billing milestone follow-up
Referral advocate relationship management
8 free tools handpicked for your industry — no sign-up required.
8 integrations available for your industry — connect the tools you already use.
“Client follow-up used to fall on sticky notes. HelloGrowthCRM gave our firm a real intake pipeline and our new client conversion rate improved noticeably.”
Adv. Ritu Kapoor
Managing Partner · Kapoor & Associates
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Smart Compose for Legal Drafts
AI writing assist inside every text field — draft retainer emails, client updates, and case summaries without switching apps.
AI Proposal Builder
Generate engagement letters, fee proposals, and scope-of-work documents from your matter templates in minutes.
Deal Risk for Retainer Renewals
Spot clients at risk of not renewing — track engagement, payment delays, and inactivity signals before the retainer lapses.
AI Copilot for Case Notes
Ask your CRM in plain English: "Which clients haven't been billed in 30 days?" or "List all matters in discovery stage."
All AI features included on every paid plan. No add-ons.