CRM for law firms and consultancies
A consultation starts with a message, followed by documents, photos, appointments and fees. Client confidentiality means each lawyer sees only their own files.
No credit card · Set up in under ten minutesWhere you lose customers today
- Client messages sit on lawyers' personal phones.
- Documents scattered between chats and email.
- Fee agreements and payments tracked by hand.
How ITC‑CRM helps
- A record for every client with their messages, documents and appointments.
- Permissions: each lawyer sees only their own clients.
- Fee agreements sent and signed electronically.
- Fees in instalments, with reminders.
- An auto-reply for general questions and booking a consultation.
An example from a working day
Someone sends photos of a tenancy agreement and asks about their rights. The system replies that a consultation will be booked for them and sends the fees, and the photos are saved to their file. The lawyer in charge sees the complete file before the appointment.
How it starts
- 1
Connect your channels
WhatsApp, Instagram, Messenger and your website chat.
- 2
Add your business information
Your services, prices and frequently asked questions.
- 3
Add your team
Then start replying from the browser or the mobile app.
FAQ
Does the auto-reply give legal advice?
No. ITC-CRM's auto-reply answers general questions and questions about fees and appointments, and passes any legal question to the lawyer.
Are client documents kept private?
Yes. In ITC-CRM permissions determine who can see each file.
Can the fee agreement be signed remotely?
Yes, with an e-signature link from ITC-CRM.
Try it on your real customers
Seven full days, no credit card. And if it is not for you, your data leaves with you in one click.