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- Law Firms CRM
- Get started
Get Law Firms CRM running in four steps.
Prepare a first prospect engagement and test the decision handoff.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Law Firms CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Law Firms CRM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure CRM for Law Firms for your business. Name the firm organization, identify the people who will own prospects and decide intake requests, and choose a representative client inquiry for the first run.
Prepare the first operating cycle
Create the client account, assign an opportunity and log the first conversation. Draft a matter intake against the opportunity. Submit it to the named conflict reviewer and record the resulting decision. Add supporting files with the visibility that matches the intended audience. Have a manager inspect the opportunity revision and its review history.
Review before release
Sign in as each working role and check the records and actions available to that person. Rehearse a returned or rejected result as well as an accepted one. Inspect an operation receipt that needs attention. Confirm that the receiving teammate can reconstruct the latest decision from the opportunity and linked records. Implementation gives the full sequence.
Set up Law Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.