CRM for Law Firms: Manage Cases, Track Billable Hours & Never Miss a Court Date Again
Legal practice management meets CRM. Build custom modules for cases, evidence, billing, and client communication — with automated deadline reminders and document management.
If you have ever had a lawyer friend, you know the drill: stacks of case files on every surface, Post-it notes with court dates, and a paralegals whose primary job seems to be tracking down documents. The legal profession runs on relationships (clients) and deadlines (court dates, filing deadlines, statute of limitations). Miss either one, and the consequences range from embarrassing to career-ending.
Medivot CRM is not a legal practice management system out of the box — it is something better. It is a flexible platform you can configure to match exactly how your firm operates, without paying for expensive legal-specific software that forces you into someone else workflow.
Custom Modules for Legal Practice
Build a "Cases" module with: Case Number (auto-number, prefix CASE-), Case Title (text), Case Type (picklist: civil, criminal, family, corporate, property, employment), Court (picklist), Judge (text), Status (picklist: active, pending, discovery, trial, settled, closed, appeal), Client (lookup to Contacts), Opposing Party (text), Opposing Counsel (text), Filing Date (date), Next Hearing (date), and Priority (picklist). Add a "Billing" module linking to cases with Date, Hours (decimal), Rate (currency), Description (textarea), Billable (checkbox), and auto-calculated Amount (formula: hours × rate). Create a "Documents" module for evidence and legal documents with exhibit numbers, document types, and file uploads.
Deadline Management That Saves Careers
Set up date-based automations to send reminders 7 days, 3 days, and 1 day before every hearing date. Create task assignments for document preparation a week before filing deadlines. Automate statute of limitations alerts months in advance. The scoring system can flag cases by urgency — cases with upcoming deadlines and open tasks get higher scores, bubbling to the top of your priority list.
Client Communication Trail
This is not just good practice — it is professional obligation. When a client disputes what was discussed, you have a timestamped record. When a partner takes over a case, they can read the full communication history in minutes. Saved views filter the activity timeline by type — show only calls, only emails, or only meetings.
Intake and Lead Management
Not every consultation becomes a client. Use the Leads module to track prospective clients, with lead scoring based on case type (high-value practice areas get more points), urgency, and engagement. Webforms on your website can collect consultation requests with case type, brief description, and preferred contact method — all flowing into the CRM. Automations send acknowledgment emails within minutes and create tasks for the intake team. Convert qualified leads to Contacts and Cases in one click, carrying over all the context.