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Corporate lawyers · CRM

Keep one record of every enquiry, every referrer and every promised reply.

A CRM for a corporate law firm is a shared record of enquiries, matters pitched and the people who send work. GullySales sets one up around the firm's own process and keeps client-confidential detail out of it.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of law firms at work in India

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for corporate lawyers

Sales and marketing for corporate lawyers, the overview.

Last updated 18 Oct 2026.

For corporate lawyers

Where it usually goes wrong, and what we would do.

  • “Relationships live in partners' phones”

    A banker's number sits in one partner's contacts, and when that partner is travelling nobody else knows the history. The relationship belongs to the firm, and the record should too.

  • “The record must exclude privileged detail”

    A CRM that holds client documents or the substance of advice creates risk. It should hold who called, the type of transaction, the partner and the next step, nothing more.

  • “Referrers deserve a record as much as clients”

    The CA who sent three matters is worth more than a one-off client. Without a record of dates and outcomes, thanks and updates depend on memory.

  • “Proposals go unanswered without a reminder”

    A promoter asks for a fee note and hears nothing back for a while. A follow-up date in the record stops a pitched matter from drifting.

What we do

What we deliver for corporate lawyers.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Contact and referrer database

    One list of promoters, finance heads, CAs, bankers and lawyers with who knows whom at the firm.

    Result: Any partner can see the history with a given contact.

  2. Enquiry pipeline stages

    Stages from first call to proposal sent to engagement letter signed, defined with the partners.

    Result: Each pitched matter sits in exactly one stage.

  3. Confidentiality rules for the record

    A short written rule on what may and may not be entered, agreed by the partners.

    Result: Staff know what stays out of the system.

  4. Follow-up reminders

    A next-step date on every open enquiry, assigned to a named person.

    Result: No open enquiry is without a dated next step.

  5. Referrer summary view

    A view showing each introducer, the matters sent and what became of them.

    Result: You can see which introducers to thank and update.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these corporate lawyers.

  • Startup and venture-backed company counsel
  • Mergers, acquisitions and due diligence practices
  • Family-owned business and succession advisers
  • Joint venture and foreign investment advisers
  • Company secretarial and Companies Act compliance practices
  • Insolvency and restructuring counsel
  • In-house counsel support and outsourced legal departments
  • Private equity and investor-side practices

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM suits a small corporate practice?
The one the partners will use. A simple shared tool the whole team opens each day beats a heavy system nobody updates. We set it up around your stages and check that the team can follow it.
Is it safe to put client names in a CRM?
That depends on your engagement terms and professional obligations. Decide with the partners what is recorded, and keep advice, documents and terms out entirely.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for corporate lawyers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for corporate lawyers

Or start from the overview: sales and marketing for corporate lawyers.

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