CRM for Legal
CRM for Law Firms Built for Intake & Growth
The business development engine for modern practices. Intake clients, automate follow-ups, and track referrals—unlimited users included.
The challenge
Why most CRMs fail legal
Law firms often mistake case management for client acquisition. While tools like Clio are excellent for managing active cases and documents, they lack the robust marketing and intake automation needed to grow a practice. Partners end up chasing leads via email and losing potential clients because of slow response times. Lawmatics offers automation but often at a steep per-user price. You need a dedicated CRM that sits upstream of your case management software, designed to capture leads, automate the intake process, and nurture referral sources without draining your marketing budget.
Why Conduyt
Why legal choose Conduyt
Four reasons teams like yours make the switch.
Rapid Client Intake
Speed is everything in legal services. Use Conduyt's webhooks and two-way SMS to respond to inquiries immediately. Automate the collection of case details and route them to the appropriate attorney instantly.
Referral Source Tracking
Law firms live and die by referrals. Conduyt creates a dedicated pipeline for tracking referring attorneys and past clients, ensuring you can measure ROI on your network and automate thank-you sequences to keep referrals flowing.
Flat-Rate for the Firm
Stop paying per attorney for CRM access. Whether you have 3 partners or 30, Conduyt's flat rate allows your entire firm—partners, associates, and intake specialists—to collaborate in one system for a predictable $499/month.
BYO-AI for Drafting
Leverage your own OpenAI keys to draft initial consultation responses or summarize intake notes within the CRM. Keep your data private while using AI to reduce the administrative burden on your intake team.
Use cases
Common use cases for legal
How teams like yours actually use Conduyt day-to-day.
- Automating the initial consultation scheduling and confirmation process via SMS and email.
- Tracking leads from various marketing channels (PPC, website, referrals) in a single dashboard.
- Managing a referral network of other attorneys and tracking the cases they send.
- Nurturing past clients with automated check-ins for will updates, real estate transactions, or business needs.
- Creating custom pipelines for different practice areas (PI, Family Law, Corporate) to track conversion rates.
Recommended plan
Which plan fits legal?
Our recommendation based on how legal typically use Conduyt.
Professional
$499/mo
The Professional tier is essential for law firms that need to integrate Conduyt with their existing case management software (like Clio) via API and require higher security standards for client data.
- Everything in Starter (unlimited users, contacts, pipelines)
- Priority support
- Dedicated onboarding
- Advanced automations
- Full API access
- Custom branding
- Dedicated success manager
“We needed something that focused purely on getting the client in the door, not managing the file. Conduyt handles our intake and referral tracking perfectly, and the unlimited user model is a game changer for our partnership structure.”
The math
How Conduyt compares
Real numbers, real savings.
Clio is the dominant force for case management and calendaring, but its CRM features are an afterthought. Lawmatics is strong for intake but can become prohibitively expensive as you add users. Conduyt serves as the specialized "front door" for your firm—handling marketing, intake, and relationships—before handing off the case file to Clio. We offer superior automation and flat-rate economics compared to the per-seat pricing of traditional legal CRM solutions.
Frequently asked questions
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