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- Legal Services CRM
- Who it's for
- In-house legal teams
In-house legal teams
An in-house legal department can use an organization to keep its intake and team membership together. Each proposed engagement is an opportunity with an owner, counterparty and subject. Relationship activities record calls, meetings, emails or tasks that explain the current stage. A manager can see where a request is qualified, in proposal discussion or in negotiation.
How Legal Services CRM is set up for you
Scoped intake
Select the organization and counterparty before opening work.
Reviewer decision
Put conflict and final outcome decisions before an independent Sales Manager.
Operational trace
Use linked receipts to examine actions that remain pending or need review.
An in-house legal department can use an organization to keep its intake and team membership together. Each proposed engagement is an opportunity with an owner, counterparty and subject. Relationship activities record calls, meetings, emails or tasks that explain the current stage. A manager can see where a request is qualified, in proposal discussion or in negotiation.
Start with a defined intake group and one manager who can review work independently of its owner. Set a naming convention for subjects and accounts. Ask each owner to log a useful activity outcome before qualification. Use a realistic request to rehearse submission, review and final close. The Auditor should be able to follow the opportunity to its check, decision and attachments without relying on a separate email thread.
The Operations Overview can direct the manager to pipeline, review readiness and exceptions across authorized organizations. That overview should lead to the source record whenever a decision is needed. If a proposed engagement is declined, record the loss reason on the opportunity and retain the activities that preceded it. If accepted, record the won date after the eligible review. Billing and financial posting remain separate connections chosen by the organization. Keep the counterparty account and reviewer tied to the same organization when requests move between departments.
Features to start with
Opportunity Pipeline
Keep each engagement opportunity, its owner and its next decision in one working record.
Accounts and Organizations
Keep the firm, its team and each engagement counterparty in the right scope.
Relationship Activity
Keep calls, meetings, emails and tasks beside the engagement they support.
Roles on the team
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
Set up Legal Services CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.