Industry package
From first consultation to signed retainer, on the record
Legal intake has steps that cannot be skipped - conflict checks, engagement terms, retainer. This package makes each one a stage with an owner, and keeps every matter document beside the matter.
A complete legal-practice workspace: clients, legal inquiries, engagements, a legal-case workflow with hearings and deadlines, lawyer/fee reporting and dashboards.
What gets in the way
Conflict checks are procedural, and easy to skip informally
When intake happens over a phone call, the check that protects the firm is the step most likely to be done from memory or not at all.
Matter documents outlive the people handling them
Powers of attorney, court filings and identity papers are needed years later, and their approval state matters as much as the file itself.
Consultations that never convert are never analysed
A firm knows how many cases it took on, and rarely how many enquiries it turned away, from which sources, or at which step they stopped.
How the package handles it
- The intake pipeline puts conflict check, consultation and retainer on the board as explicit stages, so a skipped step is a visible one.
- A matter case holds its documents and their approval states together, so what is signed, pending or missing is answerable at a glance.
- Because every enquiry enters the same pipeline, declined and lost matters are reportable alongside the ones that converted.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Client Intake
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Legal Case
- National ID
- Power of attorney
- Engagement letter
- Court filing
- Evidence document
- Judgment / ruling
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a law office. Contacts are clients; leads are legal inquiries; deals are legal engagements with a fee arrangement; products are legal services; operational cases are legal cases with a court, hearings and deadlines.
Start with Law Office configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.