CRM for law firms and legal practices
A law firm's growth comes from steady inflows of qualified enquiries and a tight intake process. axoCRM is a lightweight CRM that focuses on exactly that side of the practice — without trying to replace your case management system.
- N Note added
- D Deal moved
- T Task completed
- E Email logged
Where teams get stuck
Enquiries are scattered across email and reception
By the time a partner sees a new enquiry it may have aged a week. A shared pipeline puts every potential matter in one place from the moment it lands.
Intake is conflict-checked manually
axoCRM doesn't perform conflict checks, but it does give intake a structured place to live: contact, matter type, referrer and intake stage all on one record.
Referral sources are invisible
Custom fields and reports show which referrers actually generate paid matters — useful for partner reviews and BD planning.
How axoCRM helps
axoCRM keeps the business-development side of a law firm organised: enquiry to qualified to instructed, with tasks and follow-ups at every stage.
- 1Receive new enquiries via the public form on your firm's website.
- 2Route them to the right team via owner assignment.
- 3Progress through Enquiry → Qualified → Engagement → Instructed.
- 4Capture referral source as a custom field for BD reporting.
- 5Report monthly on enquiry volume, source and conversion.
Key features
Matter origination pipeline
A clean view of every potential matter and its stage.
Referrer tracking
Custom fields and reports show which referrers convert.
Contact and company records
Tie multiple contacts to one client organisation.
Tasks for intake checklists
Engagement letters, ID, conflict review — visible at a glance.
Roles and permissions
Scope access by team or office.
See the full features overview for more.
Simple, annual pricing
axoCRM won't run your matters, but it will keep the front-of-funnel side of your firm — enquiries, intake and BD — properly visible. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Is this a case management system?
- No — axoCRM handles BD, enquiries and intake. Case management is a separate category.
- Can we capture enquiries from our website?
- Yes — publish a lead form and submissions become contacts automatically.
- Can we restrict who sees what?
- Yes — roles and team scoping are built in.
- Can I report on referrer performance?
- Yes — use a custom field for source and group by it in reports.
Ready to try axoCRM?
Start on the free plan. No credit card required.