Legal services

A law practice needs a clear record of each new matter: who contacted the firm, whether a conflict check was done and when the engagement started. FOCUS ON CRM keeps these steps in order and visible to the right team members.

The everyday problem

Intake notes live in email threads, and it is unclear whether the conflict check was completed.

Default pipeline

1. Intake
2. Conflict check
3. Engaged
4. Closed

Default stages shown for illustration; adjustable per workspace.

What you would use

• One CRM, every stage

  Leads, pipeline board, stage tracker and KPI charts in one workspace.

• Teams and hierarchy

  Organise users into teams with clear ownership of records.

• Meeting booking integration

  Integration — setup required

  Connect Calendly, Cal.com or a plain link and give every record its own booking link.

All sectors