CRM for Lawyers

Innovation and results in business management for law firms

All the features your law firm needs in a single platform.

CLIENTS

For the best. A CRM used by leading law firms.

NEW ERA

Built for your firm. Centralized and customized system.

For Partners

Easily track business development and forecast predictability with analytical dashboards showing team performance by practice area, region, ranking, and more.

For Teams

Deliver tools that streamline relationship-building and business development efforts. Enable advanced resources and insights for personalized communication strategies—turning your brand into a true digital standout.

For the Firm

Speed and compliance. Technology tools that simplify relationship management and automate standardized workflows to deliver greater productivity and results for your teams.

INNOVATION

It’s better with CRM for Lawyers. Overcome the challenges of the legal sector.

We are focused on solving the challenges that prevent your firm from becoming more agile, efficient, and digital. As pioneers in CRM projects for lawyers in Brazil, with implementations in major law firms, we bring to our solutions the security and innovation power of Microsoft Dynamics 365 and Power Platform—combined with our professionals’ deep knowledge of the legal business model.

SOLUTION

A different kind of CRM. Serve all areas of your law firm.

Communication & Events

Manage your events and communications in a simple, effective, and integrated way by centralizing invitations, confirmations, reminders, and follow-ups in one place. Strengthen client relationships and streamline your firm’s internal organization.

  • Campaigns

  • Lists & Segments

  • Events

  • Integration

  • Client Portal / Event Portal

  • Analytics & Scoring

  • AI Assistants for journeys and campaigns

Business Development

Boost growth with simple solutions that maximize opportunities and results.
  • Deal Announcement
  • Potential Case Workflows
  • Cross & Up Selling
  • Conflict Validation
  • Practices, Segments & Teams
  • AI for Relevant Updates
  • Sales and Opportunity Insights

Relationship Management

Strengthen connections with solutions that optimize interaction and boost client loyalty.
  • Accounts and Contacts
  • Who Knows Who
  • Data Governance
  • LinkedIn Integration
  • Practices, Segments & Teams
  • AI for Relevant Updates
  • Sales and Opportunity Insights
ícone do copilot

The truly intelligent CRM. Connect AI agents across all areas to...

Transcribe and summarize meetings

Create campaigns and segments

Request relationship summaries and history

Rely on insights driven by interaction data

GET IN TOUCH

Start your business transformation now.