Client intake
Enquiries from your website and referrals, with conflict-check and engagement steps.
Coming soon · early access open
Law Firm CRM
A law firm CRM that keeps every matter moving.
From first enquiry to signed engagement and beyond, SalesKnot's Legal edition tracks clients, matters and deadlines, and automates the reminders your team can't afford to miss.
What's included
The full core CRM, plus what legal teams use.
Matters
Each matter with its client, practice area, responsible lawyer and status.
Deadlines
Key dates with automatic reminders to the right people.
Documents
Engagement letters and files linked to the matter.
Referral tracking
See which sources and partners bring in work.
AI summaries
Long email threads summarised onto the matter for quick handovers.
Automations
Follow-up that happens on its own.
Examples of workflows we set up for legal teams. Every one can be adjusted to your process.
⚡ New enquiry
Create intake task, send acknowledgment emailAutomated
Create intake task, send acknowledgment emailAutomated
⚡ Deadline in 7 days
Remind the responsible lawyer and assistantAutomated
Remind the responsible lawyer and assistantAutomated
⚡ Matter closed
Request a review and schedule a check-inAutomated
Request a review and schedule a check-inAutomated
Who it's for
- Small and mid-sized law firms
- Immigration and corporate practices
- Legal consultancies
- In-house teams handling external counsel
Why teams choose SalesKnot
- One price per user, everything included
- Workflows and AI agents in every seat
- Set up, imported and supported for you
- Your data, exportable any time
Questions
Legal CRM questions
A law firm CRM manages client intake, relationships and matters, so enquiries are followed up quickly and existing clients are looked after. It complements, rather than replaces, your practice management and billing software.
It is in development. You can start on the standard SalesKnot CRM today, and we'll move your workspace onto the Legal edition when it launches.
Each firm gets its own separate workspace with role-based access, and we can host SalesKnot on your own server if your policy requires it.
Get early access to
Legal.
Start on the core CRM today and we'll shape your workspace for your industry, then move you onto the edition when it launches.