Client Intake
Online intake forms, conflict-of-interest checks, and automated engagement letters. From inquiry to signed client in one flow.
BUILT AROUND / LAW FIRMS
Case management and CRM built for law firms.
A custom CRM that handles client intake, case tracking, billing, and document management — built for how law firms actually operate, not how generic CRMs think they should.
Discuss your workflowTHE EVERYDAY FRICTION
Sound
familiar?
- 01Client intake is manual — leads from website, referrals, and calls aren't tracked
- 02Case files scattered across email, drives, and physical folders
- 03Time tracking and billing takes more time than it should
- 04No visibility into case pipeline or firm-wide workload
- 05Conflict checks are manual and error-prone
A SYSTEM SHAPED AROUND YOU
The right pieces.
Working together.
These capabilities are a starting point. We scope the final system around your team, integrations, and requirements.
Case Management
Track every case with status, deadlines, documents, notes, and assigned attorneys. Visual pipeline by practice area.
Document Management
Centralized, searchable document storage. Version control, access permissions, and secure sharing with clients.
Time & Billing
Track billable hours, generate invoices, and manage trust accounts. Integrates with payment processing.
Calendar & Deadlines
Court dates, filing deadlines, and statute of limitations tracking. Automated reminders so nothing slips.
Client Portal
Clients can view case status, share documents, and communicate securely. Reduces status-check calls.
POSSIBLE BUILDING BLOCKS
- Next.js
- React
- PostgreSQL
- Prisma
- Stripe
- DocuSign API
- Google Calendar API
BEFORE WE BUILD
A little
clarity.
Is the system compliant with legal data requirements?+
We build with data security best practices — encrypted storage, role-based access, and audit trails. We can adapt to specific jurisdictional requirements.
Can we migrate data from our current system?+
Yes. We plan a clean migration from your existing tools — whether it's Clio, MyCase, spreadsheets, or paper files.
Does it handle trust/IOLTA accounting?+
We can build trust account management with proper separation, transaction tracking, and reporting for compliance.
How do clients access their case information?+
Through a secure client portal. They can view case status, share documents, message your team, and pay invoices — all without calling your office.
ANOTHER PERSPECTIVE
Property Management
View all industries →YOUR NEXT STEP
Let’s talk about
your project.
Tell Raj what you’re working on and where you need help with law firm crm software. You’ll discuss fit, scope and the next steps before committing to a build.
RK
Raj Kumar
Founder & developer · Your direct point of contact