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- Law Firms CRM
- Data model
The tables behind Law Firms CRM
Law Firms CRM ships with 10 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 10
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Firm and people
Organizations contains operating context; team members connects people to a firm organization and Users.
Clients and prospects
Accounts belongs to Organizations. Opportunities names an account as Counterparty, a team members owner and the firm organization.
Work and decisions
Matter intakes, relationship activities, review decisions, record attachments and operation receipts link to the parent Opportunities record.
Every table, by feature
- Client Accounts3
- Opportunity Pipeline3
- Relationship Activities2
- Matter Intake3
- Review and Evidence4
- Operations Control5
- Accounts
Prospective and existing clients of the firm.
Linked to Organizations - Organizations
Law firm organizations and their operating configuration.
- Team members
Firm personnel with assigned business roles.
Linked to Organizations, Users
- Opportunities
Business development opportunities progressing toward engagement.
Linked to Organizations, Team members, Accounts - Accounts
Prospective and existing clients of the firm.
Linked to Organizations - Team members
Firm personnel with assigned business roles.
Linked to Organizations, Users
- Relationship activities
Log of calls, meetings, emails and tasks against each opportunity.
Linked to Opportunities - Opportunities
Business development opportunities progressing toward engagement.
Linked to Organizations, Team members, Accounts
- Matter intakes
Matter intake requests requiring conflict clearance and engagement acceptance.
Linked to Opportunities, Organizations - Opportunities
Business development opportunities progressing toward engagement.
Linked to Organizations, Team members, Accounts - Organizations
Law firm organizations and their operating configuration.
- Review decisions
Independent review decisions recorded against opportunity revisions.
Linked to Opportunities, Team members - Record attachments
Evidence files attached to opportunity records.
Linked to Opportunities, Team members - Opportunities
Business development opportunities progressing toward engagement.
Linked to Organizations, Team members, Accounts - Team members
Firm personnel with assigned business roles.
Linked to Organizations, Users
- Operation receipts
Durable receipts for guarded operations, keyed for idempotent retry.
Linked to Opportunities - Opportunities
Business development opportunities progressing toward engagement.
Linked to Organizations, Team members, Accounts - Team members
Firm personnel with assigned business roles.
Linked to Organizations, Users - Organizations
Law firm organizations and their operating configuration.
- Users
Users
Linked to Users
Keys and references
Keep account codes, opportunity record numbers and operation keys distinct. The Parent reference on an intake, activity, review decision, attachment or receipt points to the opportunity. Review decisions.source revision identifies the opportunity revision under review; operation receipts.expected revision captures the revision expected by the attempted action. Record attachments.uploaded by and review decisions.Reviewer point to team members.
Migration order
- Firm organization and users. Establish Organizations and Users, then connect team members to the correct firm.
- Client accounts. Import Accounts with the firm organization and contact context.
- Prospect work. Import Opportunities with their owner, counterparty and organization.
- Related history. Add relationship activities, matter intakes, review decisions, record attachments and operation receipts against the correct parent opportunity.
- Reconcile. Check required references, select values, opportunity revisions and attachment visibility before the team uses the records.
Set up Law Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.