CRM for law firms and consultancies
Short answer: ITC-CRM is a CRM for law firms and consultancies that keeps every client's messages, documents and appointments in one record, with permissions so each lawyer sees only their own clients. Fee agreements are signed electronically, fees can be paid in instalments with reminders, and the auto-reply handles general questions.
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 do law firms lose clients today?
- Client messages sit on lawyers' personal phones.
- Documents scattered between chats and email.
- Fee agreements and payments tracked by hand.
How does ITC-CRM help law firms and consultancies?
- 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.
- Live translation: your staff read and write in their own language, the customer receives theirs.
- Your company email and website forms in the same inbox, with a summary of every message.
- Comments on your Facebook and Instagram posts and ads arrive in one place, where your team, or the AI, replies publicly or by private message.
- A voice assistant that answers customers' WhatsApp calls in their language, even out of hours, and writes the summary in their conversation.
What does a new consultation request look like in ITC-CRM?
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.
Can clients book a consultation through the auto-reply?
Yes. ITC-CRM's auto-reply answers general questions and helps book a consultation, and the lawyer in charge sees the complete file before the appointment.
Can legal fees be paid in instalments?
Yes. ITC-CRM supports fees in instalments, with reminders.
Can our firm reply to Facebook and Instagram comments from ITC-CRM?
Yes. ITC-CRM collects comments on your Facebook Page and Instagram professional account posts and ads, including comments on your firm's ads, in one Comments section. Your team replies publicly, sends the commenter a private message, or hides spam, and an optional AI can answer questions and hide spam automatically.
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.