Legal CRM and lead management for law firms.
One record from the first enquiry to an active client — captured with its source, screened for conflicts before you commit time to it, and carrying group structures and tax details once the client is yours.
Someone calls about a dispute on a Tuesday. They call two other firms the same afternoon.
The work goes to whoever answers properly and remembers to follow up — not necessarily the best firm, only the one whose enquiry did not end up as a note on a pad. And when the work does come to you, the same client promptly exists three times over: a name in the enquiry log, a folder on the shared drive, and a row in the accounts system.
Which is why the simplest questions have no quick answer. Are they a subsidiary of a client we already act for? What did we agree their rate was, and in which currency? Somebody knows. Nobody can look it up.
From first enquiry to an active client.
- 01
The enquiry is captured once, however it arrives
A form on your own site can create the lead directly, without anyone logging in, and the enquirer chooses whether they are writing in Arabic or English. Source, service, industry, nationality, company details and who referred them are all recorded at the point of contact rather than reconstructed later.
- 02
Screen it before you invest in it
Run the conflict search against the enquiry itself — before a partner has spent an hour on it and before anyone has promised anything. The report files against the lead, so a declined enquiry is as documented as an accepted one.
- 03
Move it through your own stages
Stages, severity levels, sources and call outcomes are your firm's own lists. Every change of stage and every reassignment is recorded with the person who made it and the date, so a lead that went quiet has a history rather than an explanation.
- 04
Start due diligence without leaving the enquiry
Send the client's KYC questionnaire straight from the lead, with a note explaining what you need. Onboarding begins while the client is still interested rather than a week later.
- 05
Instruct it, and nothing is retyped
When the enquiry becomes work, its details carry into the matter and on into the client record — the parties, the conflict result and the KYC already gathered. There is no point at which somebody re-types a name into a second system.
- 06
Group companies are related, not duplicated
A client can sit under a parent, so a group is one relationship with its subsidiaries beneath it rather than five records that happen to share a word in their names. Conflict screening then sees the whole group, which is the entire point of asking.
- 07
The commercial terms and the state of the relationship live on the record
Tax registration number, tax treatment, invoicing currency, company registration and the partner who owns the relationship sit on the client — alongside opening, activation and closing dates and the number of agreements actually signed. A dormant client is distinguishable from an active one by a field rather than by asking around.
The same thing, on screen.
An enquiry arriving and becoming a tracked record.
What changes for the firm.
- An enquiry is a record from the first minute, not a note on a pad.
- Conflicts surface before you have spent time on the matter.
- Nothing is re-typed between an enquiry, a matter and a client record.
- Every stage change and reassignment carries a name and a date.
- You can see which sources produce instructions, not just enquiries.
- A group of companies is one relationship, not five unlinked records.
- Tax registration and invoicing currency sit on the client, not in a note.
- An active client is distinguishable from a dormant one by a date.
Everything included, in one place.
Capture from your own website
Enquiries submitted from a public form create the lead directly, with no login and no re-keying, and record the language the enquirer chose.
Conflict screening on the enquiry
The conflict search runs against the lead before it becomes a matter, with the resulting report kept on the enquiry — which is the point at which a conflict is still cheap to discover.
Your stages, your outcomes
Lead stages, severity levels, sources and call outcomes are configured to how your firm categorises work, rather than to a pipeline borrowed from sales software.
A logged history of ownership
Stage changes and reassignments are recorded with the person and the timestamp, so the story of an enquiry is on the record rather than in someone's recollection.
KYC from the lead
Client due diligence can be initiated directly from the enquiry, with a covering note, so onboarding starts while the client is still engaged.
Source reporting
Leads carry their source through to instruction, so reporting shows which channels produce matters rather than which produce enquiries.
Group and parent structures
Clients can be linked to a parent company, so a corporate group is modelled as one relationship with subsidiaries under it — and conflict screening covers the group rather than only the entity whose name was typed.
Commercial and tax details on the record
Tax registration number, tax treatment, invoicing currency, company registration and nationality are fields on the client, which is what lets an invoice be correct without somebody remembering the arrangement.
Lifecycle and agreement status
Opening, activation, deactivation and closing dates, alongside whether an engagement agreement exists and how many have been signed — so the state of a relationship is visible without reading its history.
Follow-ups that outlive memory
Tasks and follow-ups attach to the client with owners and dates, so a relationship worth maintaining is maintained deliberately rather than when somebody happens to think of it.
Common questions about this feature.
A general CRM tracks a sales pipeline. A legal CRM tracks a client relationship that must clear conflict and KYC checks before work can begin, and then continues into matters, billing and reporting on the same record.
No — assignment is a decision a person makes, and CasEngine records it. Every reassignment and every stage change is logged with who did it and when, so ownership is always visible even though it is not automated. Firms that expected a round-robin router should know that is not what this is.
Yes. A public form can create leads without the enquirer having an account, capturing the source, the service they are asking about and the language they are writing in.
Yes. When a lead is instructed, its details carry into the new matter along with the conflict check result and any KYC already gathered, so nothing is typed twice and nothing is lost in the handover.
Yes. Lead, client and matter records share the same database, which is what makes conflict screening across the whole book of business possible — including across a corporate group rather than only the entity whose name was typed.
Yes. Leads carry their source through to instruction, so reporting shows conversion by channel rather than raw enquiry volume.
Works with the rest of the platform.
Conflict checks & KYC
Screen every new matter against your whole book of business, and run client due diligence with a documented approve or reject trail.
Read ›AI case workspace
One workspace over a case's documents, with three ways into it: a dated chronology, a map of every party, and answers cited to the page they came from.
Read ›Client portal
Their cases, their updates, the documents you chose to share, and the paperwork you need back from them — in one place, scoped to them and nothing else.
Read ›Obligations & renewals
Every dated commitment — trade licence renewals, regulatory filings, powers of attorney, document expiries — attached to the client, case or project it belongs to, with a named owner and a reminder before it falls due.
Read ›Hearings & calendar
The daily hearing roll the way Gulf practice actually runs it — banded by instance, filtered by emirate and hearing type, in Arabic or English, on Hijri or Gregorian dates.
Read ›Legal accounting
The VAT return as a report rather than a reconstruction, tax and currency held on the client so an invoice is right by construction, and one position across the whole book — with the bookkeeping proper left to the package built for it.
Read ›See it on your own matters
A short walkthrough with our team, using the kind of work your team handles day to day.