CRM for law firms and legal consultants
Manage client matters, documents, billing and communication with the discretion the profession demands — every client’s full story in one protected place.
What slows legal services teams down
One platform for legal services
A week inside a legal services team
The new matter
A client engagement opens with its own record — scope, documents, key dates and billing terms — connected to the client’s full history with the firm.
Deadline season
Hearing dates and limitation deadlines surface ahead of time with reminders to the responsible advocate, escalating if untouched.
The retainer cycle
Monthly retainer invoices generate on schedule; payments record against the client and outstanding balances stay visible to partners.
Everything legal services needs, included
From first touch to lasting relationship
Engage
New matters open with scope, terms and documents.
Work
Deadlines, tasks and documents stay organised.
Bill
Retainers and matter billing run on schedule.
Retain
The relationship outlives the matter.
Legal Services CRM, answered
Yes — role-based access and field-level masking decide exactly who sees what, enforced everywhere.
Matters carry their own documents, deadlines, tasks and billing while linking to the client’s full history.
Recurring retainer invoices generate on schedule with balances tracked per client.
Hearing dates and limitation deadlines surface early with reminders and escalations.
Files attach to matters and clients under permissioned access, with deletion recovery and backups.
Leadership views span all matters and clients while individual access stays scoped.
Consent, masking, retention and erasure controls are built into the data layer.
See EazyCXM for legal services
A guided walkthrough on workflows shaped like yours.