Legal CRM for Client Intake and Case Follow-up
Desk CRM helps law firms and legal service teams manage new client enquiries, consultation schedules, case-related tasks, and follow-up reminders in one workspace.
Clean Intake
Structured client detail
Scheduled
Consultations tracked
Linked Notes
Per case contact
Clear Owner
Per document task
Where legal client intake breaks down
Common problems
- New client enquiries are recorded inconsistently across intake staff.
- Consultation follow-ups are missed when calendars are not connected to the client record.
- Case notes are scattered across email threads and personal files.
- Document and filing tasks have no clear owner or deadline.
How Desk CRM helps
- Capture client enquiry details cleanly at the point of first contact.
- Schedule consultations with automatic follow-up reminders.
- Link notes with the relevant contact and account for each matter.
- Assign document and follow-up tasks with clear ownership.
Built on the same core CRM modules
Client intake and case follow-up run on your contacts, tasks, and meetings.
Lead Management
Capture and track every enquiry.
ExploreAccount Management
Organize companies and customer records.
ExploreContact Management
Keep every customer profile current.
ExploreTask Management
Assign work and track follow-ups.
ExploreMeeting Management
Schedule and log every meeting.
ExploreSales CRM
See the full sales picture.
ExploreA typical client intake flow
-
01
Capture the enquiry
-
02
Schedule the consultation
-
03
Log case notes
-
04
Track document tasks
Give your intake process a reliable system
See how Desk CRM organizes client intake and case follow-up.
Legal CRM FAQs
Can Desk CRM track consultation scheduling?
Yes, consultations are scheduled as meetings linked directly to the client contact record.
Are case notes kept confidential to assigned staff?
Access can be scoped so only assigned team members see notes for a given matter.
Can document follow-up tasks be assigned to support staff?
Yes, tasks can be assigned to any team member, independent of who owns the client relationship.
Is this suitable for a solo practice as well as a full firm?
Yes, the same workspace scales from a single practitioner to a multi-attorney firm.