Client Management for Lawyers
Price: $9
(One Time Cost)
Your legal work may be case-based — but your business is client-based. And if you’re tracking clients across sticky notes, inbox searches, and memory, you’re already losing time and trust.
The Client Management for Lawyers template gives you a dedicated CRM-style system built specifically for legal professionals. Track every client, their contact details, active matters, past work, preferences, and communication history — all in one place.
Professional, efficient, and surprisingly simple to use.
What’s Inside:
🗂 Client database with custom fields (contact info, type, stage, source)
🔁 Relationship history: past matters, meetings, billing summaries
💬 Notes section for calls, preferences, follow-ups
🔍 Filter by active/inactive clients, matter type, or referral source
📅 Birthday or check-in reminders to build stronger relationships
📎 Connect clients directly to matters, notes, evidence, and tasks
Designed for solo lawyers, boutique firms, and anyone who wants to run a legal practice like a business — without losing the personal touch.
Not another software. Just a smarter way to run your practice.
You don’t need 10 tools, a secretary, or a monthly fee. You need one clean, organized system that puts your matters, hearings, clients, and notes in one view.
Our solutions are built inside Notion, so they're fully yours. No lock-ins. No learning curve. Just clarity.
How it works?
From download to daily use — LegalOS fits right into your practice. You don’t need to be a tech expert. In just a few clicks, your law firm runs on autopilot.
Step 1
Click on Try it Now→ Install in Notion
Step 2
Add your clients, matters & hearings
Step 3
Get instant dashboards, filters, and AI Intelligence