
CRM for Law Firms that lets you keep every conversation and document against the right record. Connect your database. Control who sees what. Self-host it.



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A system that manages relationships and intake around matters rather than deals. A prospective client is not an opportunity in a pipeline; they are an enquiry that first has to clear a conflicts check.
Yes. Intake can query existing clients, matters and related parties before anyone opens a file, which is the step that has to come first in this profession.
Yes. A client can have several matters, each with its own team, status and confidentiality boundary, rather than everything pooling on one contact record.
Yes, down to the record. Information barriers between teams working opposing or related matters can be enforced by permission rather than by convention.
Yes, in your own VPC or on premise. For privileged material this is normally a requirement from the outset rather than an upgrade.