CRM for Law Firms app that fits your process

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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crm for law firms
CRM for Law Firms app built in Jet Admin

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Your CRM on Your Database — No Migration Required
Unlike CRM builders that require you to move customer data to their platform, Jet Admin connects directly to your existing Postgres, MySQL, or any SQL database. Your customer records stay where they are — your CRM is live in hours.
Field-Level Permissions for Sensitive Deal Data
Control which fields each role can see or edit. Hide deal values from SDRs, lock contract terms for legal review only, or let managers see full account history while reps see only their own pipeline — all configured at the field level, without code.
Complex Relational Data: Accounts, Contacts, Deals, Activities
Jet Admin handles complex multi-table relationships natively — linking contacts to accounts, deals to contacts, activities to deals — with drill-down views and related record editing. Built for B2B CRM data models that outgrow spreadsheet-backed tools.
Bulk Pipeline Management for Sales Ops Teams
Update deal stages, assign owners, and change status across hundreds of records at once with inline table editing and bulk actions — something form-based CRM builders can't do. Built for RevOps teams managing large, complex datasets.
Dual Use: CRM for Reps + Admin Panel for Sales Ops
Jet Admin serves as both the front-end CRM your sales reps use and the back-end admin tool your sales ops team uses to manage data quality, run bulk updates, and build reports — all from one platform, one data source, zero sync issues.

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CRM for Law Firms alongside the rest of your stack

Frequently asked questions

What is a CRM for law firms?

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.

Does it support conflicts checking at intake?

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.

Is matter history kept separate from contact history?

Yes. A client can have several matters, each with its own team, status and confidentiality boundary, rather than everything pooling on one contact record.

Can access be restricted between matters?

Yes, down to the record. Information barriers between teams working opposing or related matters can be enforced by permission rather than by convention.

Can it run on our own infrastructure?

Yes, in your own VPC or on premise. For privileged material this is normally a requirement from the outset rather than an upgrade.