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Law firms · CRM

Keep every consultation enquiry on record from the first call to the engagement letter.

A CRM for a law firm is a shared record of each enquiry, referrer and consultation, so that nothing lives only in one lawyer's phone. GullySales sets up the fields, stages and reminders around how your firm takes enquiries, and keeps client confidences out of the marketing record.

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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 law firms

Sales and marketing for law firms, the overview.

Last updated 17 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For law firms

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

  • “Enquiries arrive in three places and are stored in three more”

    The phone rings at reception, a WhatsApp message lands with a partner and a form goes to a shared inbox. Without one record, nobody can say how many enquiries came in or which of them received a reply.

  • “An enquiry record is not a matter file”

    The CRM holds who asked, about which practice area, from which source and what happens next. Privileged facts, case documents and strategy belong in the matter file under your own confidentiality rules. Mixing the two exposes client detail to anyone with access to the sales record.

  • “A lost enquiry teaches more than a won one”

    When a person does not retain the firm, the reason is worth a single field: fee, wrong practice area, outside jurisdiction, chose another firm, or no reply from us. Over time that list shows whether the problem lies in pricing, in the pages or in the response.

  • “Referral sources need a field of their own”

    Chartered accountants, company secretaries and other advocates send matters for different reasons. A source field tells you which relationships bring work worth keeping, and when a referrer has gone quiet and deserves a call.

What we do

What we deliver for law firms.

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

  1. Enquiry stages for a law firm

    A short run of stages such as new enquiry, replied, consultation booked, consultation held, fee note sent, retained and closed, each with a clear meaning.

    Result: Anyone at the firm sees where an enquiry stands.

  2. Intake fields that respect confidentiality

    A form capturing name, contact, practice area, source and urgency, with no box for the facts of the dispute.

    Result: The record holds enough to follow up and nothing privileged.

  3. Source and referrer tracking

    A required field for how the person found the firm and, where a professional referred them, who.

    Result: You know which relationships and pages bring real enquiries.

  4. Reminder rules for the next step

    A reminder attached to every open enquiry so a consultation fee note or a pending reply does not sit forgotten.

    Result: No open enquiry is left without a named next step.

  5. Access and ownership rules

    A note stating who may see, edit and export the records, with each lawyer seeing what the work requires.

    Result: Access follows a written rule, not habit.

  6. Set-up in a tool you will use

    A set-up in Zoho CRM, HubSpot or a carefully kept shared sheet, whichever the firm will keep updating.

    Result: The firm updates the record because the tool suits how it works.

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

Fields worth keeping

A few fields on each enquiry keep the consultation record usable.

These are enquiry fields, not matter-file fields. Privileged facts stay in the matter file under the partner's control.

Practice area of the enquiry
Filled by whoever takes the first call. It lets a partner see which areas bring in enquiries and which bring in engagements.
Court or forum named
Filled when the person mentions the notice or case. It routes the enquiry to the lawyer who appears there and shows where demand sits.
Source of the enquiry
Chosen from a short list such as referral, directory or website. It shows which relationships and listings send people who sign on.
Conflict check cleared
Ticked by the lawyer before a consultation is confirmed. It stops the firm from meeting a person it may not act for.
Referrer's name
Filled when another professional sent the person. It lets the firm thank the referrer and see which relationships are active.
Reason the enquiry did not engage
Filled by the partner after a consultation that ended without a retainer. It is the record the firm learns from.

Who it is for

This is written for these law firms.

  • Litigation and dispute resolution practices
  • Corporate and M&A law firms
  • Family law practices
  • Intellectual property law firms
  • Real estate and property law practices
  • Tax and compliance law practices
  • Boutique single-practice-area firms

Not for

It is not the right fit if.

  • Enquiries reach one person who already remembers each of them, so a system would add typing and no insight.
  • You plan to store privileged case facts in the CRM, which is the wrong place for them.
  • Nobody will fill the fields after a call, and an empty record is worse than a paper register.

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 sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

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
Does a small firm need a CRM at all?
If enquiries reach more than one person, a shared record helps. A well-kept sheet with the same fields can serve a small practice. The discipline of recording every enquiry matters more than the software chosen.
Is it safe to keep client details in a CRM?
Keep only contact details and the practice area, and keep privileged facts in the matter file. Where the tool stores data and who can reach it should be checked against your own confidentiality duties and the data protection rules that apply to the firm.
Who should fill the enquiry record after a call?
The person who took the call fills it that day, as the details are freshest then. A partner adds the outcome after the consultation. If two people fill different fields, agree who owns each one so none is left blank.
Can the CRM hold the conflict check?
It can hold a tick that the check was done and by whom, not the reasoning. The conflict records themselves belong with the lawyer responsible. Confirm with your own council how the firm keeps and shares such records before putting any of it in a tool.
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.

From the blog

Further reading for law firms.

All articles

More for law firms

Everything else we would do for you.

Closest to this: leads and follow-up

Also for law firms

Or start from the overview: sales and marketing for law firms.

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