CRM for Law Firms
The CRM for firms where response time wins the matter.
Most prospective clients hire the first firm that responds properly. AutomateNexus CRM scores and routes intake the moment it arrives, drafts the follow-up, and keeps every communication on one timeline your whole firm can trust.
Where law firm pipelines leak.
- 01
Intake leaks between tools
Web forms, calls, and referrals land in different inboxes — and slow first contact hands the matter to another firm.
- 02
Follow-up depends on memory
Attorneys are busy practicing law; unbilled admin time is what keeps consultations from being booked.
- 03
No single client record
Emails, calls, documents, and invoices scatter across systems, so context lives in people's heads.
Built for how law firms actually sell.
Intake answered in minutes
Every inquiry is scored, routed to the right attorney, and gets a drafted response awaiting one-click approval.
Consultations book themselves
Booking links and the Scheduler agent put qualified prospects straight onto the calendar with reminders handled.
One timeline per client
Calls, emails, meetings, and invoices on a single record — with role-based access and a full audit trail.
Billing in the same system
Send engagement invoices and take payment via Stripe without leaving the CRM.
How a law firm pipeline runs.
How a firm runs intake and engagement on AutomateNexus CRM without adding admin hours.
- 01
Intake from every door
Website forms, calls to your Twilio line, referrals, and emails all become scored leads on one record, tagged by practice area and source.
- 02
Routed to the right attorney
Assignment rules route by practice area, and Karrie drafts the first response. An attorney approves it in one click, so nothing unreviewed goes out.
- 03
The consultation books itself
Booking links show real availability, reminders go out by text and email, and the consult lands on the matter's record with notes.
- 04
Engagement, signed
Send the engagement letter for e-signature from the CRM, then the invoice, with card or PayPal payment on the same record.
- 05
Updates through the portal
Clients see status, files, and invoices in a branded portal, so fewer "any update?" calls reach the desk.
The agents that work a law firm pipeline.
Every plan includes Karrie and seven specialists. These are the ones law firms lean on most, with your approval on anything sensitive and an audit trail on everything.
See how the agents work- A1KarrieAI Co-PilotDrafts the first response to each intake for attorney approval and answers questions from your records with citations.
- A2SchedulerPlannerBooks consultations from real availability and handles reminders.
- A3SupportResolverAnswers routine client questions and escalates anything substantive to the attorney.
- A4OpsCoordinatorHandles meetings, tasks and workflows across your matters.
- A5AnalyticsForecasterForecasts engagements and revenue by practice area.
The tools law firms already use.
- 01TwilioCalling, SMS, WhatsApp and the AI receptionist on your own Twilio account.
- 02GmailSign in with Google to log recent mail to the timeline; send from your address via SMTP.
- 03OutlookRecent mail logged to the timeline, Outlook Calendar synced every 15 minutes.
- 04Google CalendarTwo-way sync every 15 minutes, with booking pages that read it.
- 05Outlook CalendarTwo-way sync with Microsoft 365 calendars.
- 06ZoomAuto-schedule calls and capture meeting briefs.
- 07Microsoft TeamsTeams meetings from the CRM, with notes captured.
- 08StripeInvoices, bookings, products and forms paid through Stripe Checkout.
- 09PayPalAccept PayPal on invoices and bookings.
- 10Google DriveAttach Drive files to records and the client portal.
What to look for in a CRM for law firms.
Whether or not you choose us, hold every vendor to these.
An audit trail you can produce
Every view, edit, and message should be logged and exportable.
Role-based access by matter
Partners, associates, and staff need different views. Row-level security should be standard.
E-signature without a second tool
Engagement letters should go out for signature from the record.
Intake routing by practice area
Rules, not a shared inbox.
A client portal under your brand
Status and documents in one place cut interruptions.
CRM for law firms, answered.
Data is encrypted in transit and at rest, access is role-based with row-level security, and every action is logged in an immutable audit trail. We operate to SOC 2-aligned controls (Type II in progress) and are GDPR/CCPA compliant.
Yes — forms, calls (via Twilio), and email inquiries are captured, scored, and routed automatically, and Karrie drafts the first response for attorney approval so nothing goes out unreviewed.
It complements it. AutomateNexus CRM owns business development — intake, follow-up, consultations, engagement — and connects to the rest of your stack via 60+ integrations and a full API.
From $49/month with unlimited contacts, no per-seat tax, and the full agent team included. 7-day free trial, no credit card.
Yes. E-signature is built in: send the letter from the record, track it, and the signed copy files to the client automatically.
Yes. Clients get a branded portal for status, files, invoices, and approvals, and it runs under your own domain on every plan.
Yes. Run a pipeline per practice area with its own stages, routing, and sequences, and report across all of them.
Call recording is available through the built-in Twilio telephony. You control whether it's on, recordings attach to the client's record, and you remain responsible for consent rules in your jurisdiction.
Put the agents on your law firm pipeline.
Start your 7-day free trial. No credit card. Karrie is ready on day one.