CRM for Law Firms
A CRM built around legal intake — not retrofitted from a generic sales tool.
Most law firms lose more revenue to slow intake than to bad marketing. Our CRM for law firms tracks every lead from the first Google search to the signed retainer, runs the conflict checks, sends the follow-ups your team forgets, and tells you exactly which marketing dollars produced which signed cases.
Why law firms need a different CRM
Generic CRMs were built for sales reps closing deals against quarterly quotas. Law firms have an entirely different problem: a steady flow of strangers in crisis who need to be vetted, conflict-checked, and signed on a retainer in the next two hours — not the next two months.
Industry data shows that a law firm that calls a new lead within five minutes is 21 times more likely to sign the case than a firm that waits 30 minutes. Most firms wait 30 minutes or longer, because the lead lives in an inbox somewhere, the intake specialist is on another call, and nobody knows whose job it is to follow up.
A CRM for law firms has to solve four problems a generic CRM does not even consider: instant intake routing, conflict-check workflow, ethical-wall enforcement, and the unsigned-lead follow-up sequences that recover the 60–70% of leads who do not sign on the first call. It also has to play nicely with the case-management software your firm already runs.
That is the gap our service fills. We do not ship you a generic Salesforce dashboard and wish you luck. We configure a legal CRM around the exact way your firm intakes cases, integrate it with the marketing channels driving your traffic, and run the operations layer on top so your attorneys spend their time on cases — not on chasing leads through a spreadsheet.
What's inside our law firm CRM
Every feature exists because we watched a firm lose a case without it.
Web intake forms
Practice-area-specific intake forms that drop straight into the CRM the moment a visitor hits submit on your site or landing page.
Automated follow-up sequences
Multi-step email and SMS cadences designed for legal intake — including missed-call recovery and unsigned-lead nurture, written by people who have run intake teams.
Conflict-check workflow
Every new lead is automatically screened against your client and adverse-party lists before staff is notified — with a clean audit trail for the bar.
E-signature retainer routing
Send the right retainer to the right lead in one click. The signed agreement, IDs, and payment authorization land back in the case file automatically.
Calendar and court-date sync
Two-way sync with Google, Outlook, and your case-management software. Consultations, deadlines, and statute dates show up on every attorney's calendar.
Referral tracking
Track every referring attorney, doctor, or past client by name. See which referral sources actually send signed cases — and reward the ones that do.
Secure document upload
Encrypted client portal for accident reports, police reports, medical records, and IDs. Your team stops chasing email attachments.
Attorney-specific reporting
Cost per signed case, lead-to-sign rate, average response time, and revenue by practice area — broken down per attorney, not just per firm.
Built for solo and multi-attorney practices
Intake templates, conflict-check fields, and follow-up sequences preconfigured for the practice areas Kelsey Group already serves.
Don't see your practice area? We build custom intake workflows as part of onboarding.
How our legal CRM connects to your SEO pipeline
This is the part most law firm CRMs miss — and the part Kelsey Group does better than anyone else, because we own both halves of the funnel.
Google search
A potential client searches for an attorney near them. Your Kelsey-optimized listing or page shows up.
Landing page
They land on a practice-area page built to convert — not a generic homepage that buries the intake form.
Intake form
The form captures the right facts for that practice area and pipes the lead straight into the CRM.
Routed to attorney in 5 minutes
Conflict-checked, prioritized, and assigned. The attorney or intake specialist gets a phone call before the lead goes cold.
Every signed case carries the source of the lead with it — Google search, Google Business Profile, referral, or paid — so you can see your true cost per signed case by channel and reinvest where it actually pays off.
Implementation: live in two to three weeks
A four-step rollout designed around the way real law firms actually work.
Discovery
We map your current intake process end-to-end — every form, voicemail, and follow-up — and identify exactly where unsigned leads are bleeding out today.
Setup and integrations
We configure the CRM, integrate with your website forms, e-signature provider, calendar, and case-management software, and load your conflict list.
Team training
Live training sessions for attorneys and intake staff, plus written runbooks. Everyone knows what their role is the day we go live.
Optimization and monthly reporting
We watch the funnel weekly, tune sequences and forms based on real data, and deliver a monthly report covering cost per signed case and revenue by source.
Pricing built around your case volume
We price our CRM for law firms by firm size and monthly lead volume — not by squeezing you onto a generic per-seat tier you'll outgrow in six months. Most solo and small firms invest between $1,500 and $4,500 per month all-in, including configuration, sequences, and ongoing optimization.
Month-to-month after onboarding. No long-term contract. Custom quote in 24 hours.
Get a custom quoteFrequently Asked Questions
Common questions about our CRM for law firms.
Ready to fix legal intake at your firm?
Tell us how your firm intakes cases today and we will show you exactly where leads are leaking and what a Kelsey-built CRM would change in the first 30 days.