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Tax lawyers · CRM

Keep every referrer, enquiry and brief in one record so nothing depends on memory.

A CRM for a tax lawyer is a single record of who referred each matter, which notice it concerned, where it stands and when the next contact is due. It is closer to a referrer register than a sales pipeline. GullySales sets one up around your chambers, using a spreadsheet or a simple tool you already run.

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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 tax lawyers

Sales and marketing for tax lawyers, the overview.

Last updated 18 Oct 2026.

For tax lawyers

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

  • “Your best source is a relationship, and relationships need a record”

    A chartered accountant who sent three briefs deserves attention. Without a register, you cannot see who they are, when they last sent a matter or when you last updated them.

  • “Confidential matter details do not belong in a casual tool”

    A CRM holds contacts and stages, not privileged papers. Client files stay in your case system. Mixing them risks confidentiality, so the CRM carries notice type, forum and amount, nothing more.

  • “A matter has stages that the record should follow”

    Enquiry, papers received, brief accepted, reply filed, appeal listed. A record that follows these stages lets any member of the team answer a referrer's question without hunting through email.

  • “A big tool nobody opens is worse than a sheet”

    Chambers staff change and juniors rotate. A simple register that everyone updates beats a platform that only one person understands, so we match the tool to the habits of your team.

What we do

What we deliver for tax lawyers.

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

  1. A referrer register

    One list of the chartered accountants, consultants and advocates who send you matters, with the date and notice of each.

    Result: You can see who referred what and when.

  2. An enquiry and brief tracker

    A simple tracker with stages from first call to filed reply, using the forum and demand amount as columns.

    Result: Each matter shows its stage at a glance.

  3. A rule on what stays out of the CRM

    A written list that keeps privileged papers and client detail in your case file and out of the contact tool.

    Result: Confidential material is kept apart.

  4. Reminders for referrer updates

    A prompt to send the referrer an update after each stage of a matter, with the date of the last update shown.

    Result: No referrer goes without news.

  5. A handover note for new staff

    A short page on how the register works, who updates it and where each field comes from.

    Result: A new junior can maintain it from day one.

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 tax lawyers.

  • Indirect tax and GST litigation practices
  • Income tax appeal and tribunal practices
  • Search, survey and assessment defence practices
  • Customs and international tax practices
  • Transfer pricing and cross-border advisory practices
  • Tax counsel working through chartered accountants
  • Boutique tax litigation chambers
  • Advocates handling High Court tax writs

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
Do we need paid software?
Not necessarily. A well-kept sheet works for a small chambers, and a simple tool suits a larger one. We choose what your team will keep up, and check the platform's current terms on data.
Is it safe to store client names in a CRM?
Client names fall under your duty of confidentiality, so keep the record minimal and use the access controls of whichever tool you choose. Check your bar council's guidance on client data.
Who should own the register?
One named person, such as a senior junior or the chambers manager, with the advocate reading it. A register that belongs to everyone ends up kept by nobody.
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 tax lawyers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for tax lawyers

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

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