Debt relief practice
CRM for a legal practice
Client cases, documents, deadlines and contract payments in one system. You see the stage of every case, what is overdue and what it earned.
14 days free. No credit card required.
Sound familiar?
A case lives in a folder and in someone's head
Only the lawyer handling it knows the status. The client calls and it has to be chased down the chain.
Deadlines are easy to miss
Hearing dates and filing deadlines sit in one person's calendar.
Instalments go untracked
The client pays in parts, and who paid how much is worked out from bank statements at month end.
What you get
Procedure stages as a pipeline
Collecting documents, filing, hearings, completion — every stage visible across all cases at once.
Documents in the client card
Scans, contracts and applications are stored with the case, not in a separate folder on a drive.
Deadline control
Tasks with due dates for each stage, and overdue ones surface to the head of the practice.
Contract payments
The instalment schedule, incoming payments and outstanding balance are visible in the deal, not in a side spreadsheet.
Client communication in one place
Messenger conversations attach to the case, so the lawyer has the context without asking again.
Modules included in this configuration
All of them are part of the plan — there is no extra charge per module.
Messenger
Customer conversations from every channel and internal team chat in a single window. The whole thread stays with the deal instead of on someone's personal phone.
CRM
Leads, customers and deals in a clear pipeline. Requests from every source land in the system automatically, so nothing goes unanswered.
Workflows
A visual automation builder — from simple reminders to AI agents that handle customer chats on their own.
Tasks
A full task tracker linked to a deal, a client or a property. You always see who owes what on every sale.
Finance
Income and expenses tied to specific deals. Profit per sale and across the company is calculated for you — no more spreadsheets.
Marketplace
Telephony, messengers, SMS, payments and other integrations connect in a couple of minutes — no developer needed.
Frequently asked questions
Does it fit other legal work?
Yes. Stages and fields are configured for any process, from transaction support to retainer service.
Can access to cases be restricted?
Yes, permissions can be set so a lawyer sees only their own cases while the partner sees all of them.
Are there document templates?
Documents are generated from templates with client data filled in. Templates are set up for your practice.
No time to set it up yourself?
We will configure the system around your processes, migrate your data and train your team. You start working in a ready CRM.