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CRMforLaw
What it is
CRMforLaw is a web CRM described for litigation, family law, and injury teams. Adaptive intake forms collect case details, score leads, and support eligibility screening. The product builds matter timelines containing court dates, filings, tasks, and AI summaries. A client portal provides secure messaging, multilingual updates, and appointment scheduling. Templates can draft motions and engagement letters, while the site says they flag inconsistencies before filing. Referral intelligence uses email signatures to create contact graphs. Security details include encryption at rest and in transit, jurisdictional residency options, and automatic redaction before AI summaries are stored. Governance includes audit trails, role-based permissions, ethics-aware prompts, and configurable retention rules. A first guided playbook preview is free; regeneration costs 1 credit, PDF export 2 credits, and a client update 1 credit. Launch costs $89 a month for two seats, while Growth costs $189 a month for six seats and includes migration help.
For and against
For
- Adaptive intake supports lead screening
- Matter timelines include court dates
- Client portal offers multilingual updates
- Referral intelligence builds contact graphs
- Growth includes migration concierge
Against
- Playbook actions consume credits
- Launch limited to two seats
- Growth costs $189 monthly
- Web platform only
The verdict
CRMforLaw brings intake, matter timelines, client communication, documents, referrals, and governance into one legal-focused web CRM. Its plans differ by seats and permissions, and playbook actions use credits beyond the first preview.
Who it suits
It is aimed at litigation, family law, and injury teams using a web CRM. Launch targets solo and two-person firms, while Growth is positioned for growing teams.
Plans and prices
Launch
2 seats · shared AI credit wallet · starts with 5 credits
Read 3 Oct 2026 · crmforlaw.com
Growth
6 seats · granular role permissions · starts with 5 credits
Read 3 Oct 2026 · crmforlaw.com
On the record
- Client portal
- Its client portal offers secure messaging, multilingual updates, and appointment scheduling.crmforlaw.com · read 3 Oct 2026
- Documents
- Document templates can draft motions and engagement letters, and the page says the tool flags inconsistencies before filing.crmforlaw.com · read 3 Oct 2026
- Governance
- The site describes audit trails, role-based permissions, ethics-aware prompts, and configurable retention rules.crmforlaw.com · read 3 Oct 2026
- Intake
- Adaptive intake forms capture case details, score leads, and support eligibility screening.crmforlaw.com · read 3 Oct 2026
- Integrations
- The site recommends integrating with phone and email but does not name specific integrations on the page.crmforlaw.com · read 3 Oct 2026
- Matter timelines
- The product generates matter timelines with court dates, filings, tasks, and AI summaries.crmforlaw.com · read 3 Oct 2026
- Plan audience
- Launch is positioned for solo and two-person firms, while Growth is described for growing teams.crmforlaw.com · read 3 Oct 2026
- Playbook credits
- A first guided playbook preview is free; regenerating costs 1 credit, exporting a PDF costs 2 credits, and a client update costs 1 credit.crmforlaw.com · read 3 Oct 2026
- Referrals
- The site describes relationship and referral intelligence that uses email signatures to build contact graphs.crmforlaw.com · read 3 Oct 2026
- Security
- The site states that data is encrypted at rest and in transit, with jurisdictional residency options and automatic redaction before AI summaries are stored.crmforlaw.com · read 3 Oct 2026
- Support and onboarding
- The Growth plan includes a migration concierge from spreadsheets or legacy CRMs, and the site offers a walkthrough booking option.crmforlaw.com · read 3 Oct 2026
- Who it serves
- CRMforLaw describes itself as an AI-first CRM for litigation, family law, and injury teams.crmforlaw.com · read 3 Oct 2026
