CRM for Solicitors
You've got cases stacked three deep and client records scattered across emails and folders. A CRM for solicitors should track all of it in one place — without adding layers of admin.
Why CRM in Solicitors Matters
Small law practices live on relationships and deadlines. Your clients expect you to remember every detail of their case; your matter pipeline is the difference between growth and chaos. Most solicitors either use a generic contact database (and lose all case context) or a heavyweight legal-practice-management tool (and spend weeks training staff on it). A clean CRM for solicitors handles intake-to-close visibility, client history, follow-ups, and task-driven deadlines without the see pricing-a-month price tag or three-week setup tax. When you close a matter, your next business development action sits one click away — not buried in your inbox.
What's Included
Contact & matter tracking — Every client record lives in one place, with full case history, communications, and key dates attached.
Intake-to-close pipeline — See exactly where each matter stands: lead, signed, in progress, resolved. Move cases forward with a drag.
Client communication history — Every email, call, and note tied to the right client. No more "did we send them the documents?" hunting.
Task & deadline management — Assign follow-ups, set court dates, track deadlines. Nothing slips.
One platform, no integrations tax — If you're also using Relentify for accounting or timesheets, everything talks to itself. No Zapier, no manual data entry.
Pricing & Process
Relentify CRM scales with your firm—see current pricing on the pricing page. No setup fee. No contracts. Import your existing client records via CSV (a Saturday evening job); within a week you're live. The free tier covers contact management for firms under 5 users; upgrade when you're ready. Consolidate three tool costs into straightforward pricing—no per-feature surprises, no upsell.
Frequently Asked Questions
Q: Can we import our existing client data?
A: Yes. If it's in a spreadsheet, another CRM, or your current practice-management tool, we'll ingest it via CSV. You don't start from zero—bring your history with you.
Q: Does it work alongside our existing practice-management software?
A: If you're using practice-management for billing and timesheets, CRM slots in for relationship tracking. We integrate with the major tools (Clio, Timeslips, Rocket Matter, etc.). Honest answer: if you're already paying for practice-management plus a separate CRM plus accounting, you're probably overpaying. One platform like Relentify costs less and breaks fewer times.
Q: How does pricing compare to Salesforce or other legal CRMs?
A: Salesforce isn't built for law practices—it's enterprise software priced to match. What matters is total software spend: are you paying for practice-management, CRM, timesheets, accounting as separate tools? We fold those into one platform. Most small firms see a meaningful drop in their annual software bill when they consolidate.
Q: How long does setup take?
A: Client import takes one evening. Pipeline stages and workflows take another hour or two depending on your process. Live and billing within a week, typically.
Q: Can we track billable hours and matter progress in the same place?
A: Yes. Log hours directly in the CRM, or use Relentify's Time Recording module—they sync automatically. At matter close, you've got hours, timeline, and full client record together for invoicing.
Ready to stop juggling spreadsheets and client emails? Start a 14-day free trial at relentify.com — no credit card required, and full access to pipeline, contacts, and integrations. You'll be live before the trial ends.