A CRM built for law firms
A client and matter CRM at a flat price, never per seat, cloud or self-hosted. Start from a preset for legal practices, then customize intake, matters, and deadlines to your workflow.
Sound familiar?
- Per-seat legal CRMs get expensive as you add attorneys and paralegals.
- Generic CRMs track contacts but not matters, intake, or conflict checks.
- Client data and case history sit on a vendor's servers, not yours.
Your Law firms preset, ready on day one.
Start from a configuration built for law firms. Customize anything beyond it.
- Client and matter record types
- Intake pipeline from consult to retained
- Deadline and statute-of-limitations reminders
How it works in practice.
Qualify intake to signed retainer
New consultation requests enter as leads, get a conflict-check note, and move toward a signed engagement.
Manage matters to closed
Open matters carry deadlines and tasks so nothing lapses before a filing or statute date.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- You can add a conflict-check field and task to the intake stage; the preset is fully editable.
- No. It's flat-priced with unlimited users, cloud or self-hosted, add every attorney and paralegal at no extra cost.
Can I run a conflict check before taking a matter?
Do I pay per attorney?
Intake and matters, not just a contact list
Most CRMs were built to sell software, not to run a law practice. They give you a pipeline of "deals" and charge per user, but a firm thinks in consultations, conflict checks, retainers, and matters, each with deadlines that carry real consequences if they slip. A missed statute date isn't a lost sale; it's malpractice exposure.
The Nanobox legal preset starts you with client and matter record types, an intake pipeline that runs from initial consult to signed retainer, and deadline reminders you can tie to filing dates or statutes of limitation. A prospective client's first call lands as a lead with space for a conflict-check note before anyone commits billable time. Once retained, the matter carries its own tasks and dates so a paralegal can see what's due this week across every open file.
Referral sources stay attached to the client record, so you can tell which past clients and referring attorneys actually send you work. And whether you run it in our cloud or self-host with full source, privileged client information stays under your control. Adding another associate never raises the bill, it's flat-priced with unlimited users, and the data model is yours to extend by practice area. See pricing or explore the CRM.
Start your law firms CRM free.
Start from the law firms preset and shape it to your workflow. Flat $29/mo, unlimited users, every module included. Or own the source and self-host from $399.