CRM for Law Firms
Manage client intake, consultations, and case communications
A law firm CRM tracks client intake information, consultation history, case status, and communication logs. SchedulingKit includes CRM alongside online consultation booking, automated reminders, and payment processing for law firms.
Law firms need to track every client interaction — from initial consultation through case resolution. A legal CRM built into your scheduling system captures intake form responses, consultation notes, and scheduling history without requiring attorneys or staff to update separate systems. SchedulingKit gives law firms a streamlined client management layer that works the way firms actually operate: around meetings, consultations, and follow-ups.
Client Management Challenges for Law Firms
Intake information collected but never connected to the client profile
No consolidated view of all interactions with a client
Following up on consultations that didn't convert to cases manually
Scheduling consultations requires phone calls and back-and-forth
Client communication history scattered across email and phone logs
No system to track which consultation types convert best
How SchedulingKit CRM Helps Law Firms
Intake forms auto-populate client profiles before consultations
Full interaction timeline per client — consultations, follow-ups, payments
Automated follow-up for consultations that didn't convert
Online consultation booking reduces staff phone time
Consultation fee collection at booking filters serious inquiries
Conversion analytics by practice area and consultation type
CRM Features for Law Firms
Client Intake
Custom intake forms capture case type, situation summary, and conflict-check details before the first meeting.
Consultation Tracking
Record every consultation with notes, outcome (retained/not retained), and follow-up status.
Case Status Tags
Tag clients by status: prospect, consultation scheduled, retained, active case, closed.
Interaction Timeline
Chronological record of every meeting, message, and payment per client.
Fee Tracking
Track consultation fees, retainer payments, and outstanding balances per client.
Automated Follow-ups
Send follow-up messages to consultation leads who haven't retained the firm.
Popular CRM Use Cases for Law Firms
Also Included with SchedulingKit
Frequently Asked Questions
Can I collect intake information before consultations?
Yes. Custom intake forms let you collect case type, situation summary, and conflict-check details before the meeting. Responses are attached to the client profile automatically.
Does it track consultation outcomes?
Yes. After each consultation, log the outcome — retained, not retained, pending — and set follow-up actions. You can analyze conversion rates by practice area over time.
Can I collect consultation fees online?
Yes. Connect Stripe or PayPal to collect consultation fees at booking. This filters out unserious inquiries and ensures payment before the meeting.
Further Reading
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