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 firms pipelines leak.
Intake leaks between tools
Web forms, calls, and referrals land in different inboxes — and slow first contact hands the matter to another firm.
Follow-up depends on memory
Attorneys are busy practicing law; unbilled admin time is what keeps consultations from being booked.
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.
Eight agents on your pipeline. 24/7.
Karrie and seven specialists score, draft, route, and forecast around the clock — with human approval on anything sensitive and a full audit trail on everything.
AI Co-Pilot
Closer
Resolver
Operator
Coordinator
Planner
Analyst
Forecaster
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.
Built for teams like yours.
Put the agents on your law firms pipeline.
Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.