CRMforLaw

What CRMforLaw is

CRMforLaw is a web CRM described for litigation, family law and injury teams. Adaptive intake forms collect case details, score leads and support eligibility screening. The product creates matter timelines containing court dates, filings, tasks and AI summaries, while its client portal provides secure messaging, multilingual updates and appointment scheduling. Document templates can draft motions and engagement letters, and the site says they flag inconsistencies before filing. Referral intelligence uses email signatures to build contact graphs. Security and governance features listed include encryption at rest and in transit, jurisdictional residency options, automatic redaction before AI summaries are stored, audit trails, role-based permissions, ethics-aware prompts and configurable retention rules. A first guided playbook preview is free; regenerating costs 1 credit, exporting a PDF costs 2 credits, and a client update costs 1 credit. The Launch plan is $89 a month for two seats and starts with five credits. Growth is $189 a month for six seats, also starting with five credits, and includes a migration concierge from spreadsheets or legacy CRMs. A free plan is also listed.