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Family lawyers · CRM

Keep a private record of each enquiry so that no family is lost in the court calendar.

A CRM for a family law practice is a private system that records each enquiry, the matter, the next step and the person responsible. GullySales sets one up around your intake routine and your confidentiality duties, so that a call during a hearing is not forgotten.

Tell us what you needor call +91 80958 58589

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 family lawyers

Sales and marketing for family lawyers, the overview.

Last updated 18 Oct 2026.

For family lawyers

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

  • “Hearings swallow the office”

    When the partner is in court and the junior is at the registry, an enquiry can sit on a sticky note. A shared record with a named owner turns a missed call into a task.

  • “Family matters run for a long time”

    A custody case can pause and restart, and a will can wait years for a review. A record that holds the history lets someone pick up the file without asking the family to repeat everything.

  • “Confidentiality shapes the whole system”

    Access, storage and sharing must respect your duties to clients. Choose a system where only people who need to see an enquiry can see it, and keep sensitive detail out of notes where it is not needed.

  • “Referrers deserve a record too”

    If a counsellor or a chartered accountant sends a family to you, noting that source lets you thank them and understand which relationships matter. It also shows where referrals have stopped.

What we do

What we deliver for family lawyers.

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

  1. A matter and enquiry pipeline

    Stages from first call to retained, declined or referred out, with a named owner at each stage.

    Result: Every enquiry shows its stage and its owner.

  2. Minimal-detail fields

    Fields for matter type, source, next step and date, with free-text detail kept to what is needed.

    Result: The record carries enough to act and no more.

  3. Access rules

    A short list of who can see which records, written with your confidentiality duties in mind.

    Result: Access matches the duties of each role.

  4. A referrer register

    A list of counsellors, advisers and bankers who send matters, with the last contact.

    Result: You know which referrers to update and thank.

  5. A tidy-up routine

    A step for closing old enquiries and removing detail you no longer need to hold.

    Result: The system stays accurate and light.

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 family lawyers.

  • Child custody and guardianship practices
  • Maintenance and domestic dispute practices
  • Adoption advisers
  • Wills, probate and succession practices
  • Family settlement and partition advisers
  • Family business succession practices
  • NRI family matter advisers
  • Elder law and senior citizens' protection 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 should a family practice use?
One that lets you restrict access, store minimal detail and fit your intake routine. Common options in India exist, but the choice matters less than the rules you set around it.
Is it safe to store family details in a CRM?
Only if the system is secured, access is limited and you hold the minimum. Check data protection duties with your own adviser, and have a clear policy on what goes in the notes.
Do we need a CRM if the practice is small?
A well-kept shared sheet can do the work at the start. Move to a CRM when the volume or the number of people handling enquiries makes a sheet unreliable.
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 family lawyers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for family lawyers

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

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