CRM for law firms
A law firm CRM that handles intake while you are in court
Potential clients call when something goes wrong, often at night. Capture the facts, book the consultation and follow up until they sign, without a full-time intake team.
CRM included in every plan, from $39/month. AI manager included.
New inquiry
Intake complete
Consultation booked
Engagement sent
Quick answer
What does a law firm CRM do for a small practice?
A law firm CRM tracks potential clients from first call to signed engagement. Clientager adds an AI manager that answers calls, texts, chat and email 24/7, gathers intake facts by practice area, books the consultation and creates a callback task for urgent matters. Every conversation is saved on the client record, and retainers can be collected by secure pay link.
Built for small law firms and solo attorneys
Your Law Firm CRM comes set up with the stages and fields small law firms and solo attorneys actually use. Change anything, add your own.
Pipeline stages
- New inquiry
- Intake complete
- Consultation booked
- Engagement sent
- Won
What each record holds
- Practice area (family, injury, criminal, estate...)
- Matter summary in the client's words
- Opposing party name
- Key dates (incident, hearing, deadline)
- Referral source
- Urgency level
- Responsible attorney
- Retainer amount
- Preferred contact method
Intake fields by practice area
Set up custom fields for each kind of matter: incident date for injury, children and assets for family, charges and court date for criminal. Intake captures what your attorneys need to decide quickly.
Matter pipeline
Every potential client moves from New inquiry to Won with a fee estimate. See who is waiting on a consultation, who has an engagement letter out and where inquiries go quiet.
Consultation calendar
Consultations land on a shared week view with the attorney, the client and the matter type. Reminders go out automatically so fewer consults are missed.
Client timeline
Call transcripts, texts, emails, notes and tasks sit in order on one record. When a client calls back months later, the whole history is there.
Retainer and fee invoices
Create invoices for flat fees, consultation fees or retainers and send a secure pay link through your own Stripe, Razorpay or PayPal account. Paid invoices update automatically.
Tasks with deadlines
Assign callbacks, document requests and follow-ups to an attorney or paralegal with a due time, so nothing about a new matter slips.
Reports by practice area and source
See which referral sources and practice areas bring inquiries, how many convert to signed clients and how much revenue they bring in.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers new client calls around the clock
Accidents, arrests and family emergencies do not wait for office hours. Your AI manager answers by phone, WhatsApp, SMS, chat and email, replying to messages in each customer's own language.
Runs structured intake
It asks the questions you set for each practice area, records the answers in the right fields and writes a clear matter summary on the record.
Books the consultation
It offers open slots for the right attorney, books the consult and schedules confirmations and reminders.
Escalates urgent matters
When someone has a hearing tomorrow or has just been arrested, it flags the matter as urgent and creates a callback task for an attorney right away.
Sticks to intake, not advice
You decide what it says. It gathers facts and books the meeting, and your attorneys give the legal advice.
How a law firm runs on Clientager
- 01
A call comes in at 11pm
Someone was rear-ended on the way home. Your AI manager answers, records the incident date, injuries, insurer and other driver, and logs the inquiry as personal injury.
- 02
Consultation booked
It books a consultation for the next afternoon with the injury attorney and sends a confirmation text.
- 03
The attorney reviews before the call
The record shows the intake answers, an AI summary and a hot lead score. The attorney walks in knowing the facts.
- 04
Engagement and retainer
After the consult, the matter moves to Engagement sent. The client gets the letter and, where needed, a retainer pay link.
- 05
Signed and tracked
When the retainer is paid, the matter moves to Won and an onboarding task goes to the paralegal.
Automations ready to switch on
- When A new contact is created→ Send an SMS confirming the inquiry was received and create an intake review task for the responsible attorney.
- When A consultation booking is completed→ Move the matter to Engagement sent and send the client a thank-you email with next steps after 1 hour.
- When A matter moves to Engagement sent→ After 5 days, create a follow-up task and send a short reminder SMS about the engagement letter.
- When An invoice is paid→ Move the matter to Won, tag the client as Retained and create an onboarding task for the paralegal.
- When No visit for 365 days→ Send a check-in email to past clients and create a task to review whether they need help with a new matter.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Missed calls go to voicemail and the client calls the next firm
- Intake notes in emails, notepads and personal phones
- No idea which referral sources bring signed clients
- Engagement letters sent and never followed up
- Attorneys repeat intake questions on the consult
Clientager Law Firm CRM
- Every call answered 24/7 with intake done on the spot
- Structured intake fields by practice area on one record
- Reports on inquiries and signed clients by source
- Automatic follow-ups on unsigned engagements
- AI summary and full history before every consult
A law firm CRM that never sends a new client to voicemail
For a small practice, the most expensive call is the one nobody answered. People looking for a lawyer usually call several firms, and they hire the one that picks up and makes them feel heard. A law firm CRM helps only if every inquiry actually reaches it. That is why Clientager pairs the CRM with an AI manager that answers calls, texts, WhatsApp, web chat and email at any hour.
Your AI manager runs the intake you design. It asks the questions your attorneys care about for each practice area, records the answers in structured fields and writes a short summary on the record. Then it books a consultation with the right attorney. When a matter is urgent, such as a hearing tomorrow, it flags it and creates a callback task so a person responds quickly.
Legal client intake software that feeds your pipeline
Intake only matters if it turns into signed clients. In Clientager every potential client sits on a pipeline from New inquiry through Consultation booked and Engagement sent to Won. You can see at a glance who is waiting on a consult, who has a letter out and who has gone quiet. Lost matters get a reason, so you learn why people choose another firm.
Each record holds the practice area, the matter summary, key dates, the opposing party and the referral source. Unlimited custom fields let you add what your practice needs, such as court name, case number or estate size. Smart lists save the views you check daily, like injury inquiries this week or family matters without a consultation booked. Tag clients by referral partner to see who sends you work.
- Custom intake questions per practice area
- Consultation booking with the right attorney
- Urgent matter flags with callback tasks
- Lost reasons to improve conversion
Retainers, follow-ups and referral reports in one place
When a client is ready to sign, create an invoice for the retainer or flat fee and send a secure pay link. Payment goes to your own Stripe, Razorpay or PayPal account and the invoice marks itself paid. An automation can then move the matter to Won, tag the client as retained and give your paralegal an onboarding task with a due time.
Reports show new inquiries by practice area, leads by source, conversion rate, revenue collected and how many conversations the AI handled after hours. That tells you whether your referral partners, directory listings or website actually bring paying clients. Your team works from one shared record instead of passing intake notes between inboxes, personal phones and spreadsheets. An activity log shows who changed what and when.
Questions about the CRM
What is the difference between a law firm CRM and an AI manager?
A law firm CRM is where potential clients, matters, consultations and fees are tracked. The AI manager is the intake desk: it answers calls and messages 24/7, asks your intake questions, books consultations and writes everything into the CRM. With Clientager you get both, so intake records itself without a dedicated intake team.
Will the AI manager give legal advice?
No. You set what it says. It is built to gather facts, answer practical questions such as office hours and consultation fees, and book the meeting. Anything that needs an attorney's judgment is handed to a person with a callback task and a summary of the conversation.
Can I import my existing client and inquiry lists?
Yes. Export from any spreadsheet or CRM as a CSV and import it into Clientager. Duplicate detection catches repeated names and phone numbers, and you can merge them. Map columns to your custom fields so practice area, referral source and dates land in the right place.
Can paralegals and staff use it without seeing fees and revenue?
Yes. Give paralegals and assistants the staff role. They can work intake, manage tasks and update matters, but they do not see payments, billing or revenue. Attorneys can be managers or owners. Starter includes 2 team logins, Growth 5 and Scale unlimited.
Can I collect consultation fees or retainers?
Yes. Create an invoice from the client record with line items for the consultation, flat fee or retainer, add tax if needed and send a secure pay link. Money goes to your own Stripe, Razorpay or PayPal account and the invoice is marked paid automatically.
Does it work for different practice areas?
Yes. Set intake questions and custom fields for each practice area you handle, such as injury, family, criminal, immigration or estate planning. The AI manager asks the right questions based on what the caller describes, and smart lists let you view each area separately.
How much does the law firm CRM cost?
The CRM is included in every Clientager plan, with plans from $39 per month. You can watch it handle intake in a live demo first, and you can get a refund if you change your mind before your AI agent goes live.
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