Win More Cases with a CRM That Masters
Legal Workflows
From client intake through case resolution, manage matters, track billable hours, and maintain airtight document control in a platform designed for the way legal teams actually work.
0%
Faster Client Intake
With automated intake forms
0%
More Billable Hours Captured
Through passive time tracking
0%
Less Document Search Time
With intelligent filing
0%
Higher Client Satisfaction
Via transparent status portals
Core Capabilities
Everything you need for
legal.
Purpose-built features that address the unique challenges of the legal industry.
Automated Client Intake
Convert website visitors into qualified leads with smart intake forms that pre-populate matter records and trigger conflict checks.
- Customizable intake forms with conditional logic per practice area
- Automated conflict-of-interest checks against existing client database
- Lead scoring based on case type, jurisdiction, and estimated value
- E-signature collection for retainer agreements during intake
- Instant notifications to assigned attorneys when new matters arrive
Matter & Case Tracking
Manage every matter through its lifecycle with stage-based workflows, deadline tracking, and team collaboration tools.
- Customizable matter stages per practice area (litigation, transactional, regulatory)
- Court date and statute-of-limitations deadline tracking with alerts
- Task assignment and workload balancing across attorneys and paralegals
- Related-matter linking for complex multi-party cases
- Activity feed showing all actions taken on a matter in chronological order
Time Tracking & Billing
Capture billable time effortlessly with passive timers, batch invoicing, and trust account management.
- One-click timers that auto-associate entries with active matters
- Passive time capture suggesting entries based on email and calendar activity
- Batch invoice generation with customizable templates and LEDES export
- Trust (IOLTA) account tracking with three-way reconciliation
- Overdue invoice alerts and automated payment reminders
Document Management
Store, organize, and search legal documents with version control, access restrictions, and secure sharing.
- Matter-centric folder structure created automatically on matter opening
- Full-text search across all uploaded documents and scanned PDFs
- Version history with side-by-side comparison for contract redlines
- Granular access controls restricting documents by role or matter team
- Secure external sharing links with expiry dates and download tracking
Compliance & Ethical Walls
Maintain ethical compliance with conflict checks, information barriers, and comprehensive audit trails.
- Automated conflict screening on every new client and matter
- Ethical wall enforcement restricting cross-matter data access
- Complete audit log of who accessed, edited, or shared every record
- Data retention policies aligned with jurisdictional requirements
- Role-based permissions separating partner, associate, and staff access
Firm Performance Analytics
Track utilization rates, revenue per attorney, and matter profitability with dashboards built for managing partners.
- Attorney utilization and realization rate dashboards
- Matter profitability analysis comparing billed vs. collected revenue
- Practice area performance benchmarking across the firm
- Client origination tracking to measure business development ROI
- Customizable KPI scorecards for partner meetings and reviews
Trust & Compliance
Enterprise-grade security,
industry-specific compliance.
Use Cases
How legal teams
use Leadify.
Personal Injury Firm
Track case status from intake through settlement, manage medical record collection, and calculate contingency fee projections across hundreds of active cases.
Corporate Law Practice
Coordinate multi-party transactions, manage due diligence checklists, and track billable hours across deal teams with real-time matter budgets.
Immigration Law Firm
Manage visa application timelines, track government filing deadlines, and keep clients informed with status portals showing real-time case progress.
In-House Legal Department
Triage internal legal requests, track outside counsel spend, and maintain a contract repository with renewal alerts for enterprise agreements.
“The time we used to spend hunting for documents and manually tracking deadlines now goes toward actual legal work. Our attorneys capture more billable hours without even trying because the system tracks everything passively.”
Michael Torres
Managing Partner, Torres & Associates LLP
FAQ
Legal CRM,
answered.
Integrations
Connects with the tools
legal teams already use.
Native two-way sync with the core systems that run your legal operations — no brittle Zaps, no duplicate data, no manual exports.
Practice Management
- Clio & MyCase sync
- NetDocuments & iManage
- PACER e-filing
Billing & Accounting
- LEDES 1998B / 2000 export
- QuickBooks & Xero
- LawPay & Gravity Legal
Docs & e-Signature
- DocuSign & Adobe Sign
- Microsoft 365 & Google Workspace
- Dropbox Legal
More solutions for legal teams.
Ready to Run a More Efficient Law Practice?
See how Leadify helps firms capture more billable hours, streamline intake, and keep clients informed.