Trusted by leading companies

Common CRM problems in Law Practice

Why most CRMs
don't work for
Law Practice

Most CRMs are rigid, lacking automation and customization for the non-linear, compliance-heavy workflows and confidentiality requirements of law practices. They fail to support complex matter management and often burden lawyers with non-billable administrative tasks.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Law Practice field

"It doesn’t handle our unique billing and case tracking needs."

"I spend too much time on manual data entry instead of billable work."

"We worry about client confidentiality and data security in these systems."

"The workflow feels too rigid for our unpredictable, multi-stage matters."

Monday.com CRM solution for Law Practice

So, What makes monday CRM
perfect for Law Practice?

Effortless Case Organization

Easily track case progress, store documents, and manage deadlines in one central workspace.

Custom Workflows For Every Team

Quickly tailor boards and workflows for your firm’s specific practice areas and legal processes.

Faster Client Intake & Follow-up

Automate new client onboarding and ensure every lead is tracked from start to finish.

Seamless Collaboration

Collaborate securely with everyone—lawyers, paralegals, and staff—on every matter and document.

Use cases for Law Practice

Key use cases

Law firms use monday CRM to centralize client management, streamline case workflows, and automate key processes for greater efficiency and compliance.

🗂️

Case Management

Organize and track ongoing cases, monitor tasks, and keep all case-related documents together for easy access by the entire team.

📥

Client Intake Automation

Automate client intake using customizable forms and workflows, ensuring every inquiry is logged and followed up efficiently.

📄

Document Management

Store, retrieve, and share crucial legal documents securely, eliminating the need to dig through fragmented files or emails.

🔔

Deadline Tracking & Compliance

Track key dates, set automated deadline alerts, and ensure compliance with legal and regulatory milestones.

🤝

Collaboration & Communication

Enable seamless communication and collaboration among attorneys, paralegals, and staff with centralized updates and shared boards.

📊

Performance & Billing Insights

Monitor firm performance, manage billable hours, and generate actionable insights to optimize billing and profitability.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM offers customizable intake forms and automated workflows, making it easy to collect client information and ensure follow-ups don’t get missed.

Yes, you can organize cases, attach key documents, and collaborate in real-time so your entire case file is always accessible to your team.

monday CRM lets you automate everything from task assignments to follow-ups, freeing your team from repetitive admin work so you can focus on your clients.

You can create automated reminders, set deadlines, and view all your tasks in one place, helping you stay on top of important dates and responsibilities.

Absolutely—monday CRM is fully customizable, so you can tailor pipelines, fields, and boards to match your firm’s specific workflow and terminology.

monday CRM offers secure document handling and privacy controls, helping your firm manage sensitive client information with confidence.

Yes, everyone on your team can access updates, share notes, and work together on cases in real-time to improve client service and efficiency.

Ready to grow your business?

An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

Get started