CRM for law firms — enquiries, cases and deadlines in one system, not in lawyers' phones.
An enquiry arrives on WhatsApp, the consultation sits in a lawyer's calendar, the contract is in email and the appeal deadline is in a notebook. A CRM ties it all into one chain: from the first message to the closed case. The managing partner sees how many consultations became contracts, and the lawyer gets a deadline reminder in advance.
A law firm has two pipelines, and usually neither is tracked. The first is sales: enquiry, initial consultation, proposal, contract, payment. This is where money leaks: some enquiries go unanswered, nobody follows up after the consultation, and the partner does not know which practice and which ad channel bring contracts.
The second is case work: stages, documents, hearings, procedural deadlines, tasks for assistants. The cost of error is even higher here: a client will not forgive a missed deadline for an appeal or objection, and it cannot always be restored. Deadlines must be counted from the event date and remind the responsible lawyer and the partner in advance.
We implement amoCRM or Bitrix24 for a legal practice or build a custom CRM when special logic for cases, retainers and hour tracking is needed. Everything is set up so that the client base belongs to the firm, not to individual lawyers.
What we set up in a law firm CRM.
WhatsApp Business API, Instagram, website, telephony and Telegram in one pipeline. Enquiries are routed to a lawyer by practice, with a reply to the client within 15 minutes.
Booking in lawyers' calendars, confirmation and reminder to the client on WhatsApp, Kaspi prepayment flag, consultation outcome and next step.
Enquiry → consultation → proposal → contract → payment. Loss reasons are recorded to see where clients drop off.
Stages, parties, case number, court, hearing dates, responsible lawyer and assistant, all documents and correspondence in one place.
The deadline is calculated from the event date, the responsible lawyer is reminded a few days before and on the day, and the partner is alerted when a task is overdue.
Contract, power of attorney, act, claim letter and statement of claim from templates filled with client data from the card — less manual copying.
Plans, hour limits, task tracking per client, a report on work done at month end.
Enquiries and contracts by practice and channel, consultation conversion, lawyer workload, receivables by payment stage.
Pipelines and automations.
- Enquiries pipeline: new → replied → qualified → consultation
- Sales pipeline: proposal → contract → prepayment
- Individual cases pipeline by practice stages
- Business clients and retainers pipeline
- Auto-reply and routing by practice
- Consultation reminders to the client
- Procedural deadline reminders to the lawyer
- Document generation from templates
- Client notifications when the case stage changes
- Weekly report to the partner
What matters more than the sales pipeline in a legal CRM.
Deadlines. Every case event — a decision received, a hearing notice, a demand — starts a countdown. The CRM reminds the responsible lawyer in advance and on the last day and alerts the partner if a task is overdue. Your lawyer defines the deadlines: we set up the mechanics, the firm owns the legal part.
Access. Attorney-client privilege and the personal data law require that an assistant sees only their own cases and that only the partner can export the database. We configure roles and an activity log. If storing data in Kazakhstan is critical, we choose an on-premise edition on your own server or a custom CRM hosted in Kazakhstan.
Ownership of the base. All client correspondence goes through a shared WhatsApp Business number and the CRM, not through personal phones. A lawyer leaving does not mean clients leaving.
How implementation works at a firm.
- Audit — 2–3 days: we look at how enquiries arrive and cases are tracked now, where clients and deadlines get lost. We deliver a pipeline map and estimate.
- Setup — 1–2 weeks: pipelines, case fields, roles, document templates, connecting WhatsApp, Instagram and telephony.
- Deadlines and automations — 1 week: reminder rules, client notifications, reports.
- Data migration — current clients and cases from Excel and old systems.
- Training — lawyers, assistants and the partner, guides and videos, we work alongside you the first week.
- Aftercare — a month of adjustments based on real work, then on request via support.
What affects the implementation price.
Basic amoCRM or Bitrix24 implementation for a firm: enquiry and case pipelines, WhatsApp, reminders, training — ₸350,000–600,000, 2–3 weeks. With telephony, document templates, retainers, 1C and end-to-end analytics — ₸600,000–1,000,000, 4–6 weeks. A custom CRM with case logic, deadlines and a client portal — from ₸1,500,000.
CRM and WhatsApp Business API licences are paid to vendors separately. Base prices and the choice between an off-the-shelf and a custom system are on the CRM and automation page.
The short version.
amoCRM or Bitrix24 for lawyers?
amoCRM is simpler and more convenient for the enquiry and consultation pipeline. Bitrix24 is stronger in tasks, documents and access rights and has an on-premise edition for your own server. For firms with many cases we more often choose Bitrix24 or a custom CRM.
How much does a CRM for a law firm cost?
Basic implementation ₸350,000–600,000, with integrations and document templates ₸600,000–1,000,000, a custom CRM from ₸1,500,000. Plus CRM licences at the vendor's rate.
Can procedural deadlines be calculated automatically?
The CRM calculates the date from the event using a rule your lawyer sets and reminds in advance. The system does not assess the deadline legally — it ensures nobody forgets it.
How do we move history from lawyers' WhatsApp?
Old chats cannot be fully migrated, but we move the client and case base from spreadsheets. From day one, new enquiries go through a shared WhatsApp Business number and are saved in the CRM.
Is the CRM connected to the website and ads?
Yes: leads from the site and ad forms arrive tagged with practice and source, so you see the cost per contract by channel. More on search ads for law firms.
Same service for other industries
Want order in enquiries and cases? Tell us how you work now.
Tell us how many lawyers, how many enquiries and cases per month and where you track them now. We'll reply with a pipeline map and estimate within 1–2 business days.