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Intellectual property lawyers · CRM

Keep every enquiry, matter and renewal date where one person can find it.

A CRM for an intellectual property practice is the shared record of who asked, what kind of matter it was, what was said and when each registration next falls due. GullySales sets it up around matter types and renewals, and the practice's own staff keep it current.

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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 intellectual property lawyers

Sales and marketing for intellectual property lawyers, the overview.

Last updated 18 Oct 2026.

For intellectual property lawyers

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

  • “Renewal work leaks without an owner”

    Clients with registered marks forget renewal dates, and when nobody at the office is assigned the reminder, the work goes to whoever reminds them first. A date with a named person against it holds the client.

  • “Enquiries sit in three inboxes”

    A call to the reception, an email to a partner and a form on the site are one pipeline. If they sit apart, the same founder is answered twice or not at all.

  • “Matter type matters more than stage”

    A trademark filing, a takedown and a defence run on different clocks. A CRM that shows only new, contacted and won hides that the urgent enforcement enquiry is waiting behind a patient registration.

  • “Referral sources need to be seen”

    Agencies, accountants and incubators send some of the best matters. When the source is not recorded, the partners cannot tell which introduction deserves a visit.

What we do

What we deliver for intellectual property lawyers.

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

  1. A matter-type pipeline

    Stages for registration, enforcement and defence, each with its own steps.

    Result: An urgent notice never waits in a queue built for filings.

  2. A renewal register

    Every registration handled, with due date, contact, who was told and what the client replied.

    Result: One sheet of due dates sorted by month with the person responsible.

  3. Source and referrer fields

    A required field for where the enquiry came from and which agency or person introduced it.

    Result: The partners can list their top introducers.

  4. A shared inbox and call log

    A single place where calls, emails and form entries are recorded against a contact.

    Result: No enquiry exists in only one person's phone.

  5. A short training for the office

    A session for staff on the fields to fill, with a one-page guide to keep.

    Result: Each field has a named person who fills it.

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 intellectual property lawyers.

  • Brand and trademark protection practices
  • Copyright and media practices
  • Design registration and industrial design advisers
  • Trade secret and employee confidentiality advisers
  • Licensing and franchise IP advisers
  • Online infringement and takedown practices
  • IP litigation practices
  • Startup IP advisory 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 an IP firm use?
The one the office will actually update. GullySales has worked with common CRM tools and a well-built sheet; the choice depends on the size of the office and the existing practice-management software.
Is client data safe in a CRM?
Client confidentiality is a professional duty. Choose a tool with access controls, restrict who sees which matters and check where the data is stored. We configure access with your partners.
Can the CRM send renewal reminders?
Yes, if the tool supports it. The reminder should go from a named person at the firm, and the reply should be logged against the registration.
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 intellectual property lawyers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for intellectual property lawyers

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

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