Capture every enquiry, qualify new matters and collect client documents securely from one Australian-owned CRM built for legal practice.
Law firms lose good matters when after-hours enquiries go to voicemail and intake is buried in email threads. CRMandGo arrives configured for legal practice, with pipeline stages, terminology and document checklists that match how a matter actually progresses. New enquiries are captured 24/7, scored and briefed, and clients upload documents through a secure branded portal instead of an unprotected inbox.
Pipeline stages, terminology and document checklists are pre-built for legal intake and matter progression, so your practice runs on a CRM that already speaks your language.
Send clients a branded, secure portal to upload documents and complete intake, keeping sensitive matter material out of email and in one auditable place.
Every new enquiry is automatically scored and summarised into a brief, so partners and intake staff can triage which prospective matters need attention first.
An AI front desk captures and triages new client enquiries around the clock over web chat, SMS and missed-call text-back, so an after-hours enquiry becomes a qualified lead rather than a missed call.
Tailor intake forms to the matter type and send a branded link, so clients provide the right details and documents before the first conference.
Describe the accountants, advisers and past clients who refer your best work so AI suggests partners to approach, sign a tiered referral agreement electronically or as a PDF, and record the agreed fee automatically when a referred matter is won, with real-time analytics across practice areas.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is kept onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
Yes. CRMandGo is Australian-owned and stores all data onshore in Sydney, in the australia-southeast1 region. It is built to comply with the Australian Privacy Principles, which is important for firms handling confidential client matters.
Each client gets a branded, secure deal room where they upload documents and complete intake. Files are held in access-controlled storage rather than email attachments, so sensitive matter material stays protected and in one place.
CRMandGo is part of the MyAndGo ecosystem, which includes e-signing and scheduling alongside the CRM. That lets you collect enquiries, qualify the matter and send documents for signature within the one connected toolset.
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