CRM for Law Firms: The 2026 Australian Guide
CRMandGo Team · 16 June 2026 · 6 min read
A law firm does not have a sales pipeline, it has matters. Intake, a conflict check, costs disclosure and a signed retainer all have to happen before real work starts, and all of it has to be defensible later. CRMandGo's legal pack models that sequence instead of forcing a generic deal funnel onto it.
A pipeline built for matters
The legal pack moves a matter through the stages a compliant intake actually follows:
- Initial Enquiry
- Conflict Check
- Costs Disclosure
- Matter Opened
- In Progress
- Ready to Conclude
- Concluded
The conflict check and costs disclosure are stages in their own right, so a matter cannot quietly skip them on the way to being opened.
Documents and compliance
The pack pre-loads the records a matter needs and is built around the Legal Profession Uniform Law:
- Driver's Licence
- Conflict check record
- Costs Disclosure
- Client Agreement / Retainer
- Written instructions
Why firms choose CRMandGo
- Client data and documents stored in Sydney, never offshore
- Conflict check and costs disclosure built into the matter lifecycle
- A full audit trail on every change for later review
- Flat AUD pricing, no per-seat surprises
Dedicated practice-management suites go deeper on trust accounting and time billing. CRMandGo focuses on the client, matter intake and document side, with onshore data and a price that suits smaller firms.
Getting started
Choose the legal pack at onboarding and the matter stages, terminology and intake documents are ready. Start free and add solicitors as the firm grows.
Frequently asked questions
Does CRMandGo handle conflict checks and costs disclosure?
Yes. Both are explicit stages in the matter pipeline, and a conflict check record and costs disclosure are part of the pre-loaded document checklist, so they are captured before a matter is opened.
Where is client data stored?
Exclusively in Google Cloud's Sydney region (australia-southeast1), with no offshore replication, built for the Australian Privacy Principles.
Is it compliant with the Legal Profession Uniform Law?
The legal pack is built around it, with costs disclosure, client agreements and written instructions in the standard intake and a full audit trail on every change.
How much does it cost?
Free for one user, then $29/month (3 users), $59/month (5 users) and $99/month (10 users), all in AUD.
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