CRM for a law firm or a bar association office
In a law firm a forgotten deadline costs more than any outage. A consultation in a messenger, a contract in Word, a hearing in a personal calendar, and the case history in the head of a lawyer who is on vacation. ModalCRM gathers the client, the case, conversations, calls, tasks with deadlines and contracts in one place. It is a CRM, not a court system and not time tracking: the limits are below.
Cases as deals: from consultation to decision
Deals on a kanban board can be run as cases: you set the stages yourself, with a name, colour and probability, for example «Consultation», «Contract», «Drafting the claim», «Court», «Enforcement». The screenshot shows the standard pipeline with totals in the stage headers: each card is a client, an amount, an owner and the time since the last action. The Stage, Manager and Source filters show the cases of one lawyer or one intake channel.
Add the case number, court and judge as custom deal fields: text, number, date, a dropdown, and a field can be made required. The «History» tab of the card shows who changed the stage or amount and when, and closing a lost case requires a reason and a comment.
A case register as a list
The same list as a table: Name, Stage, Amount, Contact, Manager, Close date, Created. For the head of the firm it is a register: how many cases sit at each stage, how many each lawyer handles, which have an expected close date this week.
Access is set by roles: deal visibility «Own only», «Own department» or «All» applies to lists, search and reports, and a lawyer with «Own only» cannot open someone else's case even by a direct link. Who changed roles and rights is visible in the change log under Settings → Team.
Home: what is on fire today
The «Needs attention» block collects overdue tasks, chats without a reply for over an hour and cases with no movement for over 5 days; below is the «Deal stuck» feed with the client name and days without an update. For a lawyer it is a list of cases where the client waits for an answer and someone has to watch the procedural steps.
Tasks have a deadline, a priority and a status and are linked to a client and a case, for example «file the response by the 15th». Hearings and meetings go to the calendar with a reminder 5, 15, 30 or 60 minutes ahead, and personal reminders arrive in Telegram. You enter deadlines yourself: CRM cannot calculate procedural deadlines automatically.
Client calls and call recordings
«Call analytics»: total calls, answered, missed; the log lists type, number, client, manager, status, duration and a recording button. An incoming call shows right away who is calling, with their cases and tasks; during the conversation you create a deal, a task or a calendar event from the call window, and the reason for contact and a comment go to the call card.
A missed incoming call turns into a «Call back» task with a two-hour deadline, and it goes to the lawyer who last spoke to this client. A recording exists only if your SIP provider enables it; you decide yourself how to notify clients about recording.
Messenger consultations in one queue
Telegram, Viber, WhatsApp, Instagram, Facebook, email and a site chat in one list with the filters All, Open, Closed, Mine. On the right is the client card: «In base» or a «Create lead» button, channel, first contact, owner, the «Reason for contact» field and notes the client does not see. A conversation can be handed to the right lawyer with «Transfer» and a comment.
The system will not close a chat without a reason for contact, so within a month you see what people come with most often: labour disputes, inheritance or business registration. From a contact you can generate a contract from a DOCX template with variables from the card (full name, EDRPOU, requisites) and send it by email or to a chat.
Which modules to turn on
What it costs
Site chat, messengers and documents, a three-step bot. One user, 600 replies a month. Forever, no card.
Case pipeline, browser calls, chats and messengers, documents, tasks, calendar and projects. Team of up to 3, then +200 ₴ per extra user.
All modules: also finance with invoices, automations, HR, consultation bookings, orders and warehouse. Team of up to 10, then +200 ₴ per extra user.
Quarterly billing is 8% off, yearly 17% off. Rozetka, Prom and Nova Poshta integrations are not charged separately.
Frequently asked questions
Does the CRM have time tracking and hourly billing?
No. Tasks and projects have no time counter and no way to tie hours to a rate, so ModalCRM does not produce hourly invoices. A fixed fee for a service can be entered as the deal amount, and an invoice can be issued from a document template or, on the «Everything included» plan, in the finance module.
How much does a CRM for a law firm cost?
The «Communication» plan is 900 ₴ a month for a company of up to 3 users, each extra user +200 ₴; it includes the case pipeline, clients, calls, chats, documents, tasks and projects. For a firm of up to 10 people there is «Everything included» at 2 200 ₴. A quarter saves 8%, a year 17%. The first 14 days are free, no card.
Does the CRM connect to court registers and the Electronic Court?
No. There is no integration with the Unified State Register of Court Decisions, the Electronic Court or the court case card system: steps in a case, hearings and deadlines are entered by hand as deal fields, tasks and calendar events. The only registry lookup is a company's data by EDRPOU in the contact card.
Can access to cases be limited to the responsible lawyer only?
Yes: with deal visibility «Own only» in an employee role, other people's cases are hidden from lists, search and reports and cannot be opened even by a direct link. Rights for settings, roles and user management are set separately, and rights changes are logged. The CRM does not run conflict-of-interest checks between clients: you can search the contact base, but the decision is yours.
Where is client data stored?
On servers in Europe (Hetzner). The supplier is the sole proprietor Viktoriia Lazukina, Ukraine; the terms are in the public offer on the site. Employee access is limited by roles, and an administrator sees the log of rights changes.
Put the firm's cases into one pipeline
Import clients from Excel, set the stages for your cases and add the first contract template. 14 days of the full plan free, no card; the free plan stays forever.