Track every client relationship from first inquiry to closed matter - with a CRM, intake pipeline, communication log, and client portal built for law firms.
We confirm available workflow scope, onboarding, and any provider requirements before a firm begins rollout.
Client relationships are the foundation of every law firm's success. Yet most small law firms manage their client relationships across fragmented systems - contacts in email, notes on paper, intake in a separate form, billing in another tool. The result is a disorganized client experience that costs firms leads, referrals, and repeat business.
Client management software for law firms solves this by creating a single, comprehensive record for every client relationship - from the moment a prospect submits an inquiry through the life of their matter and beyond. Every note, communication, document, invoice, and case update is linked to the client record and accessible in seconds.
Attorney Core's client management tools are designed around the specific needs of law firms: intake forms with conflict checking, a visual prospect pipeline, a communication log for calls and meetings, referral source tracking, and a client portal for 24/7 self-service access.
Law firm client management differs from a general sales CRM: an inquiry is not automatically an accepted client, and a client may have several matters. Keep conflict review, engagement status, contact preferences, and access permissions explicit as the relationship moves from intake to casework.
Review owner: Intake staff
Evidence to check: Contact information, source, owner, and next follow-up are captured without unnecessary confidential facts.
Review owner: Responsible attorney
Evidence to check: A conflict-review decision and engagement status are confirmed before opening client work.
Review owner: Authorized intake staff
Evidence to check: An existing contact is reused when appropriate and the inquiry remains traceable after conversion.
Review owner: Matter team
Evidence to check: Call and meeting notes preserve the correct date, time, client, and matter association.
Review owner: Attorney and firm administrator
Evidence to check: A synthetic client account sees only approved records; revoked access is also tested.
Use fictional clients during evaluation. Attorneys remain responsible for legal decisions, deadline verification, and review of client communications; accounting and trust processes require the firm’s own review.
Use the free law firm software requirements checklist to record what your team has actually demonstrated.
Review the product areas your firm wants to evaluate in a guided walkthrough.
Every client record includes contact details, relationship history, notes, documents, linked matters, and billing - all in one place.
Track every lead through your intake pipeline with Kanban view, stage tracking, follow-up reminders, and conversion analytics.
Log every call, email, meeting, and text against the client record - so any team member can provide informed service instantly.
Know exactly where your best clients come from. Track referral sources and tie them to matter revenue over time.
Automatic conflict checks before intake consultations - protecting your license and saving time on unqualified prospects.
24/7 secure client access to case updates, documents, invoices, and messaging - reducing calls and improving satisfaction.
Launch checklist
A clear intake-to-matter workflow
Real product screenshots, not abstract illustrations
Transparent pricing and guided onboarding path
Security controls stated without unsupported claims
A focused 15-minute demo option for attorneys
Trust without hype
Attorney Core's client management tools ensure that no lead is lost, no client is forgotten, and every relationship is managed with consistency and professionalism. From the first website inquiry to the annual check-in with a former client, Attorney Core keeps every relationship organized and accessible.
Published plans start at $49/user/month · Confirm plan scope, provider requirements, and onboarding during evaluation.
Yes. Attorney Core includes a built-in law firm CRM with client profiles, prospect pipeline management, communication logging, referral source tracking, and conflict of interest checking - all integrated with matter management and billing.
The client portal is a secure online space where clients log in to view their case updates, download documents, pay invoices, and send messages to their attorney. Attorneys control exactly what each client can see.
Attorney Core uses license-based onboarding so each firm receives controlled access, a guided setup path, and the right plan for its team.
Setup time depends on users, data quality, imports, integrations, and training needs. We confirm the proposed onboarding scope and timeline before a paid rollout.
For most small firms, the key is to migrate active workflows first: clients, matters, documents, billing status, deadlines, and staff ownership. Attorney Core is positioned for guided adoption rather than a long enterprise rollout.
Starter includes core billing records. Growth and higher plans add trust and retainer tracking. These tools assist reconciliation but do not constitute legal, accounting, or compliance advice.
Yes. Attorney Core is designed so structured intake data can support conflict checks, client conversion, matter setup, and follow-up workflows without forcing staff to retype the same facts across different tools.
The client portal supports authorized access to shared case information. Confirm available documents, updates, billing views, communication, and any provider-dependent payments in the proposed plan and deployment.
Yes. Attorney Core runs in any web browser and is also available as a Windows desktop app for attorneys who prefer desktop software.