Keep cases and clients on track from one workspace: leads, consultations, matters, deadlines, and client communication in a single connected app you clone and own. No enterprise legal software and no separate intake form, calendar, and case tracker — every new inquiry, every open matter, and every court deadline lives in one place where an AI team keeps nothing from slipping.
TL;DR: The Law Firm Client CRM is a connected app that tracks intake leads, consultations, matters, and deadlines, then drafts client updates and follow-ups. Fast, organized intake is what turns a consultation into a retained client. Build yours free →
What Is a Law Firm CRM?
A law firm CRM is one system that holds your intake leads, consultations, open matters, deadlines, and client communication instead of splitting them across an intake form, a calendar, and a case folder. This app captures every inquiry, books the consultation, opens the matter, and tracks every deadline — so your firm keeps cases and clients on track without expensive enterprise software.
Enterprise Legal Software vs a Connected System You Own
Most case-management software is built for large firms and priced to match, while solo and small firms juggle intake, calendars, and matters in separate tools. A connected Taskade system ties intake and matters into one app you own.
| What you need | Enterprise legal software | Connected Taskade system |
|---|---|---|
| Capture intake leads | Separate form, manual entry | Projects log every inquiry with matter type and source |
| Book consultations | Phone tag | An AI Agent drafts the follow-up and the consult confirmation |
| Track matters | Heavy case-management seat | A Board moves matters from Intake to Open to Resolved |
| Hit deadlines | Manual calendaring | Calendar holds every deadline; automations send reminders |
| Own the system | Per-seat enterprise contract | Clone-and-own — the app and its agents are yours |
How It Works
- Clone this app and log incoming inquiries into the Table view with matter type, source, consultation date, and status.
- The AI Agent drafts intake follow-ups, consult confirmations, and client status updates in your firm's voice.
- An automation sends the consultation reminder, the engagement follow-up, and deadline alerts across 100+ integrations.
- Matters move from intake to open to resolved in Board view, and every deadline appears in Calendar view.
- The Dashboard shows new inquiries, consultations booked, matters opened, and upcoming deadlines.
A Connected System, Not a One-Off Tool
This Law Firm Client CRM works best beside the rest of your front office:
- Roll it up into the Local Business RevOps CRM so every inquiry and client lands in one dashboard
- Pair it with the Client Onboarding CRM to standardize how new clients are engaged
- Add the Consultant Pipeline CRM if you also run advisory or retainer work
- Build agents on the AI Agents hub and wire workflows on the Automation hub
- Generate a custom version from a prompt or browse professional-services apps in the Community Gallery
Frequently Asked Questions
What does a law firm CRM do?
A law firm CRM holds your intake leads, consultations, open matters, deadlines, and client communication in one workspace instead of separate tools. It captures every inquiry, books the consultation, opens the matter, and tracks every deadline — so the people who contact your firm move smoothly from lead to retained client, and nothing slips between intake and the open case.
How does it help with client intake?
New inquiries land in a Table with matter type, source, and status. The AI agent drafts the intake follow-up and consult confirmation in your firm's voice, and an automation sends the reminder so prospective clients show up. Fast, organized intake is what turns a consultation into a retained client, and this app keeps the whole process consistent.
Does it track deadlines and matters?
Yes. Every open matter lives on a Board that moves from intake to open to resolved, and every deadline appears in the Calendar with automated reminders. The app keeps the matter, its deadlines, and the client communication together, so your firm always knows what is due next without checking three separate places.
Is this a replacement for case-management software?
It is a lightweight alternative for the intake, client communication, and deadline tracking that solo and small firms need most. With 100+ bidirectional integrations, triggers pull calendar and email events in, and actions push reminders out. Larger firms can run it alongside specialized practice-management tools while using it for intake and client relationship tracking.
How does the AI agent help a small firm?
The AI agent drafts intake follow-ups, consultation confirmations, and client status updates in your firm's voice, and flags matters with upcoming deadlines. It keeps a solo or small firm responsive without adding staff. You approve the message templates once, and the agent personalizes the routine communication so you spend time on the legal work.
Is client information kept private?
You control access with 7-tier roles, so partners, associates, and staff see only what you choose to share. The workspace is yours, and you decide who can view or edit each matter. Always follow your jurisdiction's rules on client confidentiality and data handling when storing case information.
What does it cost to run?
You can start building free, and paid plans begin at $6/month with the popular Pro plan at $16/month. Compared to per-seat enterprise legal software, one connected app that handles intake, matters, deadlines, and client communication usually costs far less than the tools it replaces, and you own it.