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Law Firms CRM
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CRM for Law Firms · Available now

Carry a prospective matter from first conversation to a recorded decision.

CRM for Law Firms keeps prospective client accounts, assigned opportunities and related conversations in one operational record. A Relationship Owner opens an opportunity for an account, records calls or tasks, and moves its status as the prospective engagement develops.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSubmitted matter intakes
Law Firms CRM · Matter intakes

Submitted matter intakes

Approval conditions

New matter intake
Matter intakes in view
6
Total estimated fee
1,980
Submitted
6
StatusPractice areaIntake dateEstimated feeConflict reviewerParent
SubmittedCommercial litigation19 Oct170Amira HaddadProperty acquisition counsel
SubmittedEmployment law14 Oct570Julian ParkNorthgate employment advice
SubmittedEstate planning19 Oct210Elena RuizCommercial contract review
SubmittedReal estate14 Oct100Noah MensahFounder equity review
SubmittedIntellectual property26 Oct160Kavita ShahHarbor lease dispute intake
6 of 6 records
Commercial litigationMatter intakes · MI-92093
Submitted
Intake date19 Oct
Estimated fee170
Conflict reviewerAmira Haddad
ParentProperty acquisition counsel
OrganizationCedarbridge Legal Group
Independent reviewMI-92093 · Commercial litigation

The authorized reviewer records the opportunity review decision.

Waiting for Sales Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
13
Roles with set permissions
5
Reports and dashboards
8
Features

Prospect work in view

Every feature works on the same records. Pick one to see the screen your team works in.

Client Accounts

Firm and client identity for a prospective engagement.

  • Prepare
  • Work
  • Review
  • Accounts
  • Organizations
  • Team members
Explore client accounts
OverviewClient account directory
Law Firms CRM · Client Accounts

Client account directory

Accounts

New
NameCodeActiveContact nameAddressEligibility note
Harbor Loom TextilesCLI-2026-104Amira Haddad44 Quay Street, Seattle, WAConflict clearance complete
Juniper Grove FoodsCLI-2026-118Julian Park18 Alder Ave, Portland, OREngagement letter signed
Northgate FabricationCLI-2026-123Elena Ruiz700 Pine Road, Tacoma, WAProspective client only
Cedar Hollow PropertiesCLI-2026-137Noah Mensah9 Willow Lane, Salem, ORIdentity verification complete
Mossline StudioCLI-2026-142Kavita Shah126 Bay Street, Everett, WAScope awaiting partner review
6 of 6 records
Harbor Loom TextilesAccounts · ACC-97853
CodeCLI-2026-104
Active✓
Contact nameAmira Haddad
Address44 Quay Street, Seattle, WA
Eligibility noteConflict clearance complete
Example screen with sample data
Process

From inquiry to engagement decision

From prospective client to engagement decision ships ready to use. 2 steps need a named approval before the work moves on: Independent review (Sales Manager) and Engagement decision (Conflict Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Account readiness

    Confirm the client and firm organization.

    Commercial litigationMI-92093 · Relationship Owner
    Account readinessBy Relationship Owner

  2. Opportunity opened

    Assign the owner and identify the prospective engagement.

    Commercial litigationMI-92093 · Relationship Owner
    Opportunity openedBy Relationship Owner

  3. Qualification

    Record the owner's assessment and next step.

    Commercial litigationMI-92093 · Relationship Owner
    QualificationBy Relationship Owner

  4. Intake submitted

    Send the matter request to its named reviewer.

    Commercial litigationMI-92093 · Relationship Owner
    Intake submittedBy Relationship Owner

  5. Independent review

    Record a decision for the opportunity revision.

    Commercial litigationMI-92093 · Sales Manager
    Independent reviewBy Sales Manager
    ApprovalThe authorized reviewer records the opportunity review decision.

  6. Engagement decision

    Record acceptance or rejection on the intake.

    Commercial litigationMI-92093 · Conflict Reviewer
    Engagement decisionBy Conflict Reviewer
    ApprovalThe Conflict Reviewer decides the submitted intake.

Start with Engagement decision

Inside a record

Plan connected handoffs

Open any matter intake to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Intake date, Estimated fee, Conflict reviewer and Parent.

  2. 2
    Linked records

    Records linked to this matter intake.

  3. 3
    Who works on it

    Relationship Owner, Auditor and Sales Manager, each with their own permissions.

  4. 4
    Process stages

    Intake drafted and Engagement decision, with the role that acts.

  5. 5
    Approvals

    Independent review and Engagement decision, with who decides.

Submitted matter intakesCommercial litigation
Law Firms CRM · Matter intakes

Commercial litigation

Amira Haddad · Submitted

Log activity
1
Record details
Intake date19 Oct
Estimated fee170
Conflict reviewerAmira Haddad
ParentProperty acquisition counsel
3

Who works on it

  • Relationship OwnerManage matter intakes, Opportunities, record attachments…
  • AuditorView Accounts, matter intakes, operation receipts…
  • Sales ManagerView Accounts, matter intakes, operation receipts…
4

Process stages

  • Intake draftedRelationship Owner, Conflict Reviewer
  • Engagement decisionConflict Reviewer
5

Approvals

  • Independent reviewSales Manager
    Approved
  • Engagement decisionConflict Reviewer
    Waiting
Example screen with sample data
Approvals

Decisions with a named reviewer

OverviewApprovals
Law Firms CRM · Overview

Approvals

Signed in as Sales Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • MI-92093Commercial litigation
    Amira HaddadRequested by App Administrator
    Submitted3dActions
  • MI-78017Employment law
    Julian ParkRequested by App Administrator
    Submitted4dActions
  • MI-54483Estate planning
    Elena RuizRequested by App Administrator
    Submitted4dActions
  • MI-64240Real estate
    Noah MensahRequested by App Administrator
    Submitted5dActions

Who approves what

DecisionApprover
Independent reviewRecord a decision for the opportunity revision.Sales Manager
Engagement decisionRecord acceptance or rejection on the intake.Conflict Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Law Firms CRM to the work that is theirs. Pick a role to see what it starts with.

App Administrator

Maintain organization configuration and membership.

This is the first screen this role sees.

OverviewClient account directory

Client account directory

Accounts · App Administrator

NameCodeActiveContact nameAddressEligibility note
Harbor Loom TextilesCLI-2026-104Amira Haddad44 Quay Street, Seattle, WAConflict clearance complete
Juniper Grove FoodsCLI-2026-118Julian Park18 Alder Ave, Portland, OREngagement letter signed
Northgate FabricationCLI-2026-123Elena Ruiz700 Pine Road, Tacoma, WAProspective client only
Cedar Hollow PropertiesCLI-2026-137Noah Mensah9 Willow Lane, Salem, ORIdentity verification complete
Mossline StudioCLI-2026-142Kavita Shah126 Bay Street, Everett, WAScope awaiting partner review
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Read the pipeline and exceptions

Read pipeline, intake decisions, activity follow-up and operation exceptions.

Overview
Law Firms CRM · Overview

Law Firms CRM dashboard

This quarter

Opportunities in view
6
Total expected value USD
2,520
New
2
Qualified
2

Matter intakes by status

How far records got this quarter

StageReachedStep
Draft24
Submitted1354%
Approved754%
Rejected571%

Estimated fee by status

Sample totals per stage

10.0k0
10.0kDraft
6.0kSubmitted
4.0kApproved
3.0kRejected
7.0kCompleted
Example screen with sample data
  1. 01Open pipeline by owner

    Group open opportunity expected value by assigned owner and status.

  2. 02Expected close calendar

    List opportunities by expected close date, owner and expected value.

  3. 03Matter intake decision outcomes

    Compare submitted, approved, rejected and completed intakes by practice area and organization.

  4. 04Review decision history

    List review outcome, reason, decision date and reviewer for each opportunity revision.

  5. 05Activity follow-up

    Show due and completed relationship activities by type and parent opportunity.

  6. 06Operation exceptions

    List failed and needs-review receipts with action, expected revision and failure reason.

  7. 07Won and lost opportunities

    Compare won dates and values with lost reasons by owner and account.

  8. 08Attachment inventory

    Show evidence type, visibility and upload date for opportunity attachments.

All reports and dashboards

Who it's for

Fit the firm's practice

See how Law Firms CRM fits your kind of team.

Litigation practices

Track a prospective dispute from client contact through intake decision.

Transactional practices

Follow deal inquiries, proposal work and review evidence.

Multi-office firms

Keep organizations, team membership and prospective work aligned.

Controls

Keep the evidence trail

Each stage, from prospective client to engagement decision, names the role that acts and the status it records, so a change is never anonymous.

OverviewFrom prospective client to engagement decision
Law Firms CRM · Process

From prospective client to engagement decision

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
6
Qualification
Relationship Owner
StatusNew → Qualified
RecordsOpportunities, Accounts
Proposal prepared
Relationship Owner
StatusQualified → Proposal
Negotiation tracked
Relationship Owner
StatusProposal → Negotiation
From prospective client to engagement decision
  1. Start
    QualificationNew → Qualified
    Opportunities
  2. Step
    Proposal preparedQualified → Proposal
    Relationship Owner
  3. Step
    Negotiation trackedProposal → Negotiation
    Relationship Owner
  4. Step
    Intake submittedDraft → Submitted
    Relationship Owner
  5. Approval
    Independent reviewSales Manager, Conflict Reviewer
    Review decisions
Example screen with sample data

See each stage in detail

AI agent

Prepare the next action with Proto

Use Proto to prepare prospect records and inspect decision context.

It can

  • Relationship Owner: Summarize due activities and the current status of assigned opportunities before a client call.
  • Sales Manager: Assemble the opportunity revision, earlier decision and attachments for review.
  • Conflict Reviewer: Show submitted intakes with their parent opportunity and named reviewer.
  • Auditor: Locate the receipt, decision and attachment trail for a selected opportunity.

Stays with a person

  • A person decides whether to accept an intake and what review decision to record.
  • Proto can prepare the linked facts and draft a suggested next step for the responsible person.
  • Confirm the parent opportunity and current revision before acting, and keep each decision on its own record.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Law Firms CRM
  • Client communication
  • Matter management
  • Conflict sources
  • Document storage
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 10 tables
10tables
  • Client Accounts3
  • Opportunity Pipeline3
  • Relationship Activities2
  • Matter Intake3
  • Review and Evidence4
  • Operations Control5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Establish the firm

    Enter Organizations, Users and TeamMembers, then confirm active membership and role access.

  2. Prepare clients

    Enter Accounts under the correct firm organization and agree how eligibility notes are maintained.

  3. Run a prospect case

    Create an Opportunities record with owner and counterparty, then record a RelationshipActivities follow-up.

  4. Rehearse review

    Assign decision access, then draft and submit a matter intake, record a review decision and attach the evidence the reviewer needs.

  5. Check exceptions

    Inspect a failed or needs-review OperationReceipts record and agree who reconciles it.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Law Firms CRM.

All questions
How do I get started?

Click Get started, then use Proto to configure CRM for Law Firms for your business. Start with one firm organization, a client account, an assigned opportunity and a submitted intake to rehearse the decision path.

Who owns a prospective engagement?

A Relationship Owner is named on the opportunity. The owner keeps the prospect status, expected close date and related activities current.

How is a client account different from an opportunity?

The account identifies the prospective or existing client. An opportunity records a particular prospective engagement with its own subject, owner and outcome.

Where does conflict clearance appear?

The linked matter intake carries the named conflict reviewer and the submitted, approved or rejected state. Agree who records the decision before the first live intake.

How does an independent review work?

A review decision points to the opportunity revision under consideration and records the reviewer, decision date and reason.

Can the same client have another prospective matter?

Yes. Create another opportunity linked to the existing account so each engagement keeps its own activities, intake and decision trail.

What happens when an action fails?

Open its operation receipt and parent opportunity. The result state and failure reason help the responsible manager investigate the attempt.

How are files shared?

An attachment belongs to the opportunity and carries Internal or Shared visibility. Set the intended audience before using a file in a handoff.

Which reports should a manager read first?

Start with open pipeline by owner, submitted intake outcomes and operation exceptions. Open the underlying records before making an engagement decision.

Set up Law Firms CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

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Selected appCRM for Law Firms

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