A CRM for Law Firms Built Around Matters, Clients, and Deadlines
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Custom CRM vs. off-the-shelf
Law-firm intake is its own pipeline — consultations, conflict checks, engagement letters — and once a client signs, matters carry deadlines and statutes that simply cannot be missed.
You adapt your business to their fixed fields and objects.
Built to your exact workflow — your pipeline, your stages, your fields.
Your records are locked inside their cloud.
Your data lives in your own per-app database — exportable anytime.
Per-seat pricing that grows with every new hire.
Flat — build it once, add your whole team, no per-seat tax.
Wait for their roadmap, or pay a consultant to customize it.
Ask the AI in plain language and it's done in minutes.
Painful migration the day you decide to leave.
Export the code to GitHub anytime — no lock-in.
Skip the $50k custom-CRM dev agency — the AI builds it.
Your CRM, your data
It's a real app that belongs to you — the code, the database, and the domain — not a rented seat in someone else's platform.
You own the code
Your CRM is a real app you can export to GitHub — not a config trapped inside someone else's platform.
Your own database
Records live in your app's own database, not pooled in a vendor's cloud with everyone else's.
Your own domain
Publish on your custom domain so it's your CRM, on your brand — not a subdomain of theirs.
No per-seat lock-in
Add your whole team without per-seat pricing, and leave anytime with your data intact.
Built around how law firms really work
A CRM for law firms tracks intake and matters, not just contacts. New-client intake is a pipeline of its own — consultations, conflict checks, engagement letters — and once a client signs, the work is organized by matter with deadlines that can't be missed. Describe your practice areas and the AI builds a CRM around intake, clients, and matters.
Run intake as a pipeline inquiry → consultation → conflict check → engaged, so leads don't fall through between calls.
Separate clients from matters one client can have several matters, each with its own status and deadlines.
Track key dates and statutes of limitation per matter with reminders well ahead of the deadline.
Tag leads by practice area and referral source so you know which cases and channels are worth your time.
Keep intake notes and the source of every consultation so follow-up is personal, not generic.
A real app, not a spreadsheet
Your CRM runs like software your team already knows — a clean dashboard with your records and your stages. This is an illustration; the AI shapes the real layout around how you work.
- Your data and your fields — nothing generic
- Live on the web, on any device
- Refine it by chatting — no config screens
Everything a CRM needs
The core building blocks, ready out of the box.
Pipeline
Deal stages you define, not a fixed funnel.
Contacts
Records and fields that match what you track.
Automations
Reminders and follow-ups fire on schedule.
Dashboards
Pipeline, revenue, and what's due at a glance.
Permissions
Roles and logins that fit your team.
Mobile
Runs in any browser, on any device.
Connects to your stack
Tell the AI which tools to wire in and it builds the integration — no waiting on a marketplace for a connector that doesn't exist.
How it works
Describe it, refine it, publish it. No schema design, no setup phase before you start.
Describe your workflow
Tell Kleap what you track — clients, pipelines, renewals, whatever your business runs on. Plain language, no schema design.
Kleap builds the CRM
The AI turns your description into a working CRM with the right records, stages, and fields for your industry.
Refine and publish
Keep chatting to adjust anything, then publish. Your CRM is a real app you can use and share.
Frequently asked questions
What is a legal CRM?
A legal CRM tracks client intake and matters — the intake pipeline, clients linked to multiple matters, and deadlines per matter — rather than a flat contact list. Kleap builds one around your practice areas.
Is it a case management system?
It's a client-relationship and intake CRM, not a full case or document management system. It handles intake, conflict-check status, matters, and deadline reminders, and can connect to the tools you already use.
How is a custom CRM different from Clio?
Clio is a fixed platform priced per seat. Kleap builds a CRM around your intake and matters, and you own the code and data — exportable to GitHub, hosted on your own domain.
Can Kleap really build a CRM for law firms?
Yes. A CRM for Law Firms Built Around Matters, Clients, and Deadlines works by turning a plain-language description of how you operate into a working CRM — the contacts, pipeline stages, tasks, and reminders that fit law firms, not a generic contact list.
How much does it cost to build a custom CRM?
A traditional custom-CRM build with a dev agency can cost tens of thousands of dollars. With Kleap you describe what you need and the AI builds it — free to start, so you skip the agency invoice.
Is it free to start?
Yes. You can describe your workflow, generate a working CRM, preview it live, and keep refining it in chat for free. Advanced options like a custom domain and the enterprise build service are paid.
Do I need to design a database or write code?
No. You describe what you track in your own words and Kleap builds the app. You refine it by chatting — no schema design, no spreadsheets, no code.
What if I want experts to build and run it for me?
That's Kleap Enterprise. Our team scopes, builds, and maintains the CRM for you with custom integrations, SSO, dedicated support, an SLA, and a custom plan. Use the enterprise form on this page to start.
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Want experts to build and run it for you?
Skip the DIY and let Kleap's team scope, build, and maintain your CRM end-to-end — with custom integrations, dedicated support, an SLA, and a plan priced to your organization.
- Dedicated build team that scopes, ships, and iterates the CRM for you
- Custom integrations with the tools your team already runs on
- SSO, role-based access, and workspace governance for IT
- Priority support with an SLA and a named point of contact
- Migration and onboarding help so your data lands clean
- Custom enterprise plans priced to your team and usage
Describe your CRM. Watch Kleap build it.
Tell Kleap how your team works and get a working, shareable CRM in minutes. Free to start.
Start free — no credit card required.