The CRM for law firms that convert more consultations
Law firms and solo practitioners use Workspaces CRM to capture inquiries, schedule consultations and keep clients informed.
Client intake decides who wins the case.
Prospective clients call several firms. The one that responds first, and follows through, gets retained.
Intake calls go to voicemail
Instant response workflows and a built-in phone system make sure every inquiry gets a reply.
Consultations aren't booked quickly
Online calendars let prospects book consultations themselves, with reminders that reduce no-shows.
Matter updates are scattered
Every message with a client lives in one timeline your team can see.
Marketing spend is hard to justify
Attribution analytics show which practice areas and channels bring retained clients.
Everything a legal business needs to grow
From the first inquiry to the final invoice, Workspaces CRM runs the entire client journey in one place.
- Unlimited client contacts and firm users
- Intake forms and consultation booking
- Pipelines by practice area
- Phone system, SMS and email in one inbox
- Document sharing with PDF tools
- Invoices and payments for retainers
What can a CRM do for law firm intake?
Collect inquiries through forms, book consultations through a calendar and track each prospective client's next step in a pipeline. Review confidentiality requirements before sharing sensitive matter details.
Ready to retain more clients?
Join the legal teams already growing with Workspaces CRM. Plans start at $99/month with unlimited contacts, deals and users.
Cancel anytime