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- Legal Services CRM
- Get started
Get Legal Services CRM running in four steps.
Prepare a first engagement cycle with clear ownership and independent review.
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 Legal Services CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Legal Services 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 Legal Services CRM for your business. Start with the organization that will own the pilot work. Add its team members and a small set of counterparty accounts before entering an opportunity.
Prepare the first operating cycle
Choose a Relationship Owner and an independent Sales Manager. Use a realistic prospective engagement with a known counterparty, expected close date and value. Log a meeting outcome, submit a conflict check with evidence, record the manager’s decision and carry the opportunity to a reviewed outcome. Inspect the operation receipt and the Auditor’s evidence view.
Review before release
Confirm each person can see the right organization and that the opportunity’s owner is a Team Member in that organization. Check how Internal and Shared attachments are used. Rehearse an outdated revision and a rejected review so the team understands the handoff when work needs correction. Use implementation for the setup sequence and roles for access review.
Set up Legal Services CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.