Criminal defence lawyers · CRM
Keep one private register of every call, so no matter is lost between juniors.
A CRM for a criminal defence practice is a private register of enquiries and matters, recording who called, which court, what stage and who owns the next step. GullySales sets up the register and its access rules with confidentiality as the first design requirement.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

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.
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Sales and marketing for criminal defence lawyers, the overview.
Last updated 18 Oct 2026.
For criminal defence lawyers
Where it usually goes wrong, and what we would do.
“Confidentiality decides the design”
A criminal enquiry includes details about alleged offences. A shared chat group or an open spreadsheet exposes them. The register must limit who can see each entry, and hold only what intake needs, nothing a partner would not want read aloud.
“Dates are the heart of the record”
A bail hearing, a next date for charges, an appearance before a magistrate: a missed date harms a client. The register should show the next court date for every open matter and who is attending.
“Juniors answer calls the partners never hear about”
Calls taken by a junior or an office assistant never reach the partner's memory. A one-line entry for every call, even when no engagement follows, shows the pattern of calls that came in and what happened to them.
“A referral source is a relationship, not a number”
The advocates who send matters want to know their client was handled. The register should record the referrer and note when an acknowledgement was sent, without sharing anything about the client beyond what is agreed.
What we do
What we deliver for criminal defence lawyers.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A private enquiry register
One sheet or simple tool recording date, source, type of matter, court and who has the call, with entries limited to intake needs.
Result: Every call has a line and an owner.
Access rules written down
A short list of who may see, edit and export entries, and what is never stored in the register.
Result: The chamber can say who sees what.
A next-date column and reminder routine
A view listing open matters by next court date, owned by a named junior and checked by a partner.
Result: No open matter lacks a next date or an owner.
A referrer sheet
A list of advocates and professionals who send matters, with the last acknowledgement sent.
Result: You see who referred and who has not heard back.
A closing note for each matter
A brief entry stating that a matter has closed, without case detail, so the register stays current.
Result: Closed matters leave the working view.
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.
Who it is for
This is written for these criminal defence lawyers.
- Bail and anticipatory bail practices
- White-collar and economic offence defence
- Cheque dishonour and financial complaint practices
- Cyber crime and online fraud defence
- Domestic violence and matrimonial criminal complaints
- Narcotics and special statute defence
- Sessions court and trial advocates
- High court quashing and appeal 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
Map the sales process
We record how a deal actually moves from enquiry to close in your business today.
- 2
Configure stages and fields
The CRM's pipeline and fields are built to match that process exactly, not a generic template.
- 3
Set up automations
Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.
- 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.
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.
Step 2
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
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.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Can we use a shared WhatsApp group instead?
What should the register never contain?
Which tool should we use?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
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Everything else we would do for you.
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Also for criminal defence lawyers
Or start from the overview: sales and marketing for criminal defence lawyers.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.