Legal Client Manager
Law firm CRM with case tracking, billable hours, and client communication portal.
Legal Client Manager is a purpose-built CRM and practice management solution for law firms and legal professionals. It combines client relationship management with essential legal workflows including case tracking, time recording, document management, and billing integration.
Designed with input from practicing attorneys, this template understands the unique requirements of legal practice. Track matters from initial consultation through resolution, maintain detailed time records for billing, and give clients secure access to their case information through the client portal.
From solo practitioners to mid-sized firms, this template provides the tools you need to run an efficient, client-focused legal practice while maintaining the confidentiality and organization your clients expect.
Why Choose Legal Client Manager?
Discover how this template can transform your legal operations
Capture Every Billable Minute
One-click time entry with running timers. Automatic time suggestions based on calendar events and emails. Never miss billable time again.
Impress Clients with Transparency
Secure client portal gives clients 24/7 access to case status, documents, and invoices. Reduce status update calls and build trust.
Never Miss a Deadline
Court date tracking, statute of limitations alerts, and task reminders ensure you never miss critical deadlines. Integrates with court calendaring systems.
Streamline Intake
Online intake forms qualify leads before the first call. Conflict checking runs automatically. Convert prospects to clients with e-signature retainers.
Get Paid Faster
Generate invoices from time entries in seconds. Accept online payments. Automatic payment reminders improve collections.
Maintain Confidentiality
Role-based access controls, ethical walls, and audit logging help you maintain client confidentiality and meet professional responsibility requirements.
Who Should Use This Template?
This template is designed for healthcare professionals and organizations of all sizes
Solo Practitioners
Independent attorneys who need to manage clients, cases, time tracking, and billing without the complexity of enterprise legal software.
Small Law Firms
Firms with 2-20 attorneys looking for a unified system to manage clients, matters, and firm operations.
Legal Departments
In-house legal teams tracking matters, outside counsel, contracts, and legal spend.
Legal Aid Organizations
Non-profit legal services organizations managing high case volumes with limited resources.
How to Get Started
Go from template to production in four simple steps
Configure Your Practice
Set up your practice areas, matter types, billing rates, and user roles. Import existing clients and matters from your current system.
Customize Workflows
Adapt intake forms, document templates, and task workflows to match your practice. Set up your billing preferences and invoice templates.
Connect Your Tools
Integrate with your calendar, email, document storage, and accounting system. Enable the client portal for secure client access.
Go Live
Train your team, start tracking time, and begin using the system for new matters. Migrate historical data at your own pace.
Features Included
Common Use Cases
Built With Modern Tech
Integrations
Frequently Asked Questions
Everything you need to know about the Legal Client Manager template
Related CRM Templates
View allPatient Relationship Manager
Complete patient CRM with appointment scheduling, treatment history, and automated follow-ups.
Real Estate CRM Pro
Manage leads, listings, and client relationships with integrated MLS sync and showing scheduler.
SaaS Sales CRM
B2B sales CRM with pipeline management, subscription tracking, and churn prediction.
Ready to Build Your Legal Solution?
Start building with Legal Client Manager today. Full source code included, deploy in days not months.
No credit card required. Export your code anytime.