CRM for Law Firms

• The problem

  A potential client calls during a hearing, leaves no voicemail and retains the next firm on the list.

  In Kompot.ai

  Every call to your number is recorded and logged, and an unknown number becomes a new contact. A workflow creates a callback task for the intake person, so the missed call sits on someone's list with a due time instead of in a phone's call log.

• The problem

  The consultation went well, but the engagement letter was never sent and the client drifted away.

  In Kompot.ai

  Keep each prospective client as an opportunity moving through stages: inquiry, consultation booked, consultation held, letter sent, retained. The engagement letter is a template with merge fields sent for e-signature, and you see who has signed and who has not.

• The problem

  A filing deadline sits in one attorney's personal calendar, and nobody else knows it is coming.

  In Kompot.ai

  Put each deadline on the matter as a task with a due date, an assignee and watchers, so the paralegal and the supervising attorney both see it. Hearings go on the shared calendar, which syncs with Google Calendar, and overdue tasks show per person.

• The problem

  The client promised the lease, the photos and the medical bills weeks ago, and the file is still incomplete.

  In Kompot.ai

  List the documents you need as a task with subtasks in the matter's project and send the request from a saved reply by email or WhatsApp. A workflow can repeat the reminder on a schedule, and what the client sends back is kept in the matter's files.

• The problem

  The retainer is invoiced by hand, paid in pieces, and nobody is sure what the client still owes.

  In Kompot.ai

  Issue the invoice from your list of fees and send a payment link the client pays by card. A payment received by transfer or at the office is recorded by your staff and the invoice shows what is still open; overdue invoices are flagged, and a business client on a monthly flat fee can be billed by subscription invoice.

What you keep on record

Intake details

Practice area, opposing party, incident date and referral source as custom fields on the contact.

Matters

A project per matter with its tasks, deadlines, progress notes, files and invoices.

Engagement letters

Templates with merge fields, signed electronically by one or several clients and kept as PDF with the audit trail.

Fee schedule

Consultation fee, flat fees and retainers as items in the price list, ready to drop into an invoice.

Questions owners ask

Can we send engagement letters and fee agreements for e-signature?

Yes. Build the letter once as a template with merge fields for the client's name, the matter and the fee. Send it by email, link or QR code to one or several signers. The signed PDF and the audit trail stay on the client's record.

How do we keep court dates and filing deadlines from slipping?

Each deadline is a task on the matter with a due date, an assignee and watchers, and hearings are events on the shared calendar synced with Google Calendar. A workflow can notify the attorney ahead of the date. The dates are entered by your team: Kompot.ai does not calculate them from court rules.

Who in the firm can see a client's matter?

Permissions work per section of the system — contacts, invoices, documents, reports — not per matter. Intake staff can be kept out of invoices and reports, but a role that opens matters sees all of them. Calls, messages, documents and notes for a client are kept on that client's record rather than in personal inboxes.

Can a client pay the retainer in installments?

Yes. Issue each installment as its own invoice with its own card payment link, or keep one invoice and have your staff record every payment received by transfer or at the office — the invoice shows what is paid and what is still open. An invoice that passes its due date is flagged as overdue, and a workflow can send a reminder.