Law Firm CRM

Most law firms are excellent at serving clients they have. They're far less systematic about winning clients they don't. We optimise CRM for legal business development — so enquiries convert, prospects stay warm, and referral relationships compound.

Law firms have a business development problem they rarely talk about.

Enquiries come in but don't convert — and nobody follows up. Past clients who'd instruct again never hear from you. Referral relationships that could send steady work go unnurtured. Corporate prospects who aren't ready today get forgotten by the time they're ready tomorrow.

The work you win often comes down to luck and timing. Being remembered at the right moment. Happening to call when someone needs a solicitor.

That's not a strategy. That's hope. CRM turns hope into infrastructure.

The Legal BD Reality

Most law firms don't do systematic business development. Fee earners are busy with billable work — BD feels like a distraction from revenue. Marketing generates enquiries, but conversion is left to chance.

The result: leakage everywhere.

Website enquiries that sit in shared inboxes until someone claims them — or nobody does. Consultations that don't convert, never followed up to understand why or stay in touch. Past clients who instructed you once but haven't heard from you since. Corporate contacts met at events, business cards collected, relationships never built.

Every leak represents revenue you should have won but didn't.

What Law Firm CRM Optimisation Covers

Enquiry Management — When someone contacts your firm, what happens? Who gets notified? How fast? We build systems that capture every enquiry, route it to the right person, and ensure nothing sits waiting.

Conversion Follow-Up — Not every consultation converts immediately. Some prospects need time. Some need reassurance. Some aren't ready yet. We build follow-up sequences that keep you present without being pushy — so when they're ready, they come back to you.

Past Client Nurture — Your best source of new work is people who've already instructed you. Repeat matters, new legal needs, referrals to friends and family. We build systems that maintain relationships with past clients appropriately — staying helpful, not spammy.

Referrer Relationships — Accountants, financial advisers, estate agents, other solicitors. Professional relationships that could send steady referrals if properly nurtured. We help you track and systematically develop these relationships.

Corporate BD Pipeline — For commercial practices, tracking prospect organisations through long sales cycles. Who's the contact? What's their potential? When did you last engage? Pipeline visibility for partners who need to manage BD alongside client work.

Speed to Enquiry

When someone contacts a law firm, they're often anxious. They have a legal problem and they want to know someone's going to help. Response time matters enormously.

Respond in minutes and you're the attentive firm they want to trust with their matter. Respond in days and they've already instructed whoever answered first.

We optimise for speed:

  • Instant notifications when enquiries arrive
  • Clear ownership so nothing waits to be claimed
  • Automatic acknowledgements that buy time while maintaining connection
  • Mobile access so fee earners can respond between meetings

Nurture That Fits Legal Services

Legal nurture is different from other industries. You can't hard-sell someone facing divorce. You shouldn't pester a grieving family about probate. Commercial prospects have different expectations from private clients.

Effective legal nurture is helpful, not pushy:

  • Useful information relevant to their situation
  • Gentle check-ins at appropriate intervals
  • Updates on legal developments that affect them
  • Clear availability without pressure

We build sequences appropriate to practice areas and client types. What works for corporate prospects doesn't work for private clients. What's appropriate for commercial litigation isn't appropriate for family law.

Multi-Office Challenges

Firms with multiple offices face BD complexity that single-location practices don't.

Territory management — Who owns which relationships? What happens when a Leeds contact has a Manchester matter? How do you prevent partners competing for the same prospect?

Cross-selling visibility — A client who instructs your Sheffield office for employment matters might need commercial property in Leeds. Can you see the relationship across the firm? Can you make warm introductions rather than cold approaches?

Consistent standards — Different offices often work differently. BD tracking varies. Follow-up quality differs. We build consistency across locations while respecting local autonomy.

Connecting Marketing to Instructions

Your marketing generates enquiries. But which marketing? And do those enquiries become clients?

Most firms can't answer basic questions: Which channels deliver clients that instruct? What's the conversion rate from consultation to instruction? Which practice areas convert best from which sources?

We build attribution that shows real ROI:

  • Source tracking from first touch to instruction
  • Conversion rates by channel, practice area, and fee earner
  • Cost per instruction, not just cost per enquiry
  • Data that helps you invest in marketing that actually works

The Time Problem

Fee earners bill by the hour. Time spent on BD is time not billed. Every minute on pipeline management feels like lost revenue.

We design for this reality:

  • Minimum viable tracking — capture what matters, skip what doesn't
  • Automation that reduces work — follow-ups that happen without manual effort
  • Mobile-first — log a meeting from your phone, not back at your desk
  • Templates that speed up communication without feeling generic

If BD admin takes too long, it won't happen. We make it fast enough that it actually gets done.

Referral Tracking

For many law firms, referrals are the primary source of new work. But most firms have no idea which referrers actually send business — just vague impressions.

We build referral tracking that shows:

  • Which referrers send work, and how much
  • Which relationships are worth developing further
  • Where to focus your referrer nurture efforts
  • ROI on referral relationship investment

Knowing that a particular accountant has referred £50K of instructions changes how you manage that relationship.

Who This Is For

Law firms who want systematic business development, not ad-hoc BD when work dries up. Multi-office practices needing visibility across locations. Firms whose marketing generates enquiries that don't convert. Partners who know they should nurture relationships but don't have the infrastructure.

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