Track cases, clients, and referrals without the complexity
Manage client intake, track cases through your pipeline, automate follow-ups, and maintain referral relationships from one platform.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Client intake information scattered across email, phone notes, and paper forms
No centralized view of active cases, their stages, and upcoming deadlines
Referral relationships are the lifeblood of the practice but tracking them is ad hoc
Time spent on CRM administration takes away from billable hours
Enterprise legal CRMs are prohibitively expensive for small and mid-size firms
What you can do with Laureo
Real workflows for Law Firms, built into Laureo.
Client intake pipeline
Track potential clients from initial inquiry through consultation, engagement letter, and onboarded. Weighted pipeline shows expected new revenue.
Case milestone tracking
Move cases through stages (discovery, filings, mediation, trial, closed) on a Kanban board. Set due dates and reminders for key milestones.
Referral partner management
Tag referral sources (other attorneys, CPAs, real estate agents) and track which referrals convert to retained cases.
Automated follow-ups
Workflows send intake follow-ups, case status updates, and post-case satisfaction surveys automatically.
Fee invoicing
Generate invoices from case records and track payment status. See outstanding receivables across the firm.
Client communication log
Every email, call, and meeting is logged to the client record with timestamps for documentation purposes.
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Client intake pipeline
Track every prospective client from first inquiry to retained. Custom stages model your intake process: inquiry, consultation, conflict check, engagement letter, onboarded.
Case management boards
Visual Kanban boards track active cases through stages you define. Custom fields capture matter type, opposing counsel, court dates, and case value.
Communication logging
Every email, call, and meeting is automatically logged to the client record with timestamps. Searchable history supports compliance and documentation needs.
Referral tracking
Tag contacts as referral sources and track which introductions converted to retained cases. Measure referral value to prioritize relationship building.
Fee invoicing
Generate invoices from case records with line items for services rendered. Track payment status and outstanding balances across the firm.
Automated follow-ups
Workflows send intake follow-ups, case status updates, and post-matter satisfaction check-ins. Reduce manual outreach while maintaining client communication.
How it works
From setup to results in 5 straightforward steps.
Import your client database
Upload existing client and prospect data. Map custom fields for matter type, case value, referral source, and key dates.
Set up intake and case pipelines
Create separate pipelines for client intake and active case management. Custom stages match your firm workflow from inquiry to closed matter.
Connect your email and calendar
Link Gmail or Outlook for automatic email logging. Calendar sync shows court dates, depositions, and client meetings alongside case records.
Automate intake follow-ups
Build workflows that send follow-up emails to prospective clients who have not scheduled a consultation. Reminders ensure no lead goes unanswered.
Track billing and referrals
Generate invoices from case records and track payments. Monitor referral sources to understand where your best cases originate.
AI agents that work for you
Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.
Data Steward Agent - Highlighted for Law Firms
AI keeps your client records clean and complete
The Data Steward Agent finds duplicate contacts by name similarity, identifies clients missing email or phone, and flags matters with no associated contacts. Your database stays accurate without manual audits.
Sales Agent
Pipeline management and deal coaching
Daily at 8:00 AM
Outreach Agent
Follow-up scheduling and re-engagement
Daily at 7:00 AM
Data Steward Agent
Data quality and deduplication
Weekly on Monday at 6:00 AM
Customer Success Agent
Customer health monitoring
Daily at 8:00 AM
Integrations that matter for Law Firms
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs client emails. Calendar shows court dates and client meetings.
Microsoft 365
Outlook sync and OneDrive for firms on the Microsoft stack.
DocuSign
Send engagement letters, retainer agreements, and settlement docs for e-signature.
Calendly
Prospective clients book consultations directly into attorney calendars.
QuickBooks
Sync invoices to QuickBooks for trust accounting and bookkeeping.
Zapier
Connect practice management tools, document management systems, and intake forms.
Law Firms vs Salesforce
The problem
Salesforce does not understand legal workflows out of the box. Configuring it for case management, intake, and billing requires expensive consultants.
The Laureo advantage
Laureo uses custom pipeline stages and fields to model intake, active cases, and billing without consultants. Setup takes a day, and the cost is a fraction of Salesforce licensing.
Enterprise-grade security, built in
Your data is protected at every layer. No enterprise plan required.
AES-256 encryption
All data encrypted at rest using AES-256.
TLS in transit
Every connection secured with TLS 1.3.
Row-level security
Multi-tenant isolation at the database level.
Audit trail
Complete record of data access and changes.
Dive deeper into Laureo
CRM for Law Firms FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Law Firms.
Start streamlining your practice today
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14-day free trial. Cancel anytime.