Australian law firm — matters, clients, solicitors, retainer, conflict checks, fixed fees or time-based billing.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers clients, each engagement a matter, your staff solicitor. No loan or generic labels.
A 7-question customer intake built for Legal Practice, e.g. What area of law does this relate to?; Briefly, what's the matter about?; Are there any other parties involved?.
Collects Driver's Licence, Conflict check record, Costs Disclosure, Client Agreement / Retainer, Written instructions.
Compliance built in: Legal Profession Uniform Law compliant.
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for Legal Practice?
Yes. CRMandGo ships a Legal Practice pack that tailors the CRM to your industry: it calls your customers clients, tracks each matter through 7 stages (Initial Enquiry, Conflict Check, Costs Disclosure, Matter Opened, In Progress, Ready to Conclude, Concluded), and collects the documents your work actually needs.
Can I tailor the questions, stages and labels?
Yes. Every question, pipeline stage, document and label is editable and toggleable per business in settings, so these are sensible defaults you tune, not a rigid form.
Where is my data stored?
In Australia, in Google Cloud's Sydney region, with no replication offshore. CRMandGo is Australian owned and operated.
How much does CRMandGo cost?
CRMandGo has a free trial. See the pricing page for current plans, all in AUD.
See how CRMandGo compares to a generic CRM for Legal Practice
Start free and CRMandGo shapes itself around your industry from day one.
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