New enquiries have no clear owner
A request reaches a shared inbox, but everyone assumes someone else will reply.
What we set up: Assign a responsible person and create a visible follow-up task.
CRM setup and ongoing support for law firms
Keep track of every enquiry and follow-up
Give each enquiry a responsible person, a clear status and a next step. We help organise your CRM, connect website forms and maintain the workflows your team uses to follow up with potential clients.
Send your website, the tools you use and the step that is causing problems.
When this service is useful
You may already have the enquiries. The problem is keeping the next action visible to the right person.
Proposals disappear into email threads
The proposal has been sent, but nobody tracks the decision or the next conversation.
What we set up: Record the proposal stage and set an agreed reminder.
Contacts live in several places
Client details and relationship notes are spread across spreadsheets, inboxes and personal notes.
What we set up: Organise the agreed contact data and create a shared view of status and ownership.
Start with one process
You do not need to begin with a company-wide CRM rollout. We can start with the journey from a website enquiry to the first conversation, then agree the next improvements.
Example starter project
- 1 agreed enquiry process
- 1 website form connection, where supported
- 1 pipeline with stages agreed with your team
- Assignment and follow-up reminders
- Testing with sample enquiries
- A short operating guide and handover
This is an example scope. We confirm feasibility, cost and timing after reviewing your tools and requirements.
Already using a CRM?
We can review the existing setup and work on the parts causing difficulty: unclear stages, missing fields, duplicate contacts, failed form connections or reminders that do not match how your team works.
Tell us the platform, number of users and the process you want to improve. We will confirm whether we can support your setup and what access is needed.
Describe your current setupIllustrative workflow
From a website enquiry to a tracked next step
- CaptureThe form creates a record with the agreed contact and enquiry fields.
- AssignThe responsible person receives a notification and a task.
- Follow upA reminder appears if the next action remains overdue.
- Record the outcomeThe team updates the stage and records the next step or reason for closing the enquiry.
Ongoing CRM support
Keep the system useful as your team, services and enquiry sources change. We agree recurring checks, support tasks and improvement priorities for your setup.
Forms and connections
Check the agreed enquiry routes, investigate reported failures and update connections when forms or website fields change.
Stages and reminders
Adjust pipeline stages, assignment rules and follow-up tasks when your working process changes.
Contact data
Help organise imports, agreed fields and duplicate records so the team can work with a clearer contact base.
Client communication
Configure approved acknowledgements, onboarding messages, review requests or repeat-contact reminders where appropriate.
Team handover
Update operating instructions and explain changes so the people using the CRM know what to do next.
Reporting and improvements
Review agreed measures such as unassigned enquiries, overdue tasks and proposal stages, then prioritise improvements.
How we scope and price the work
The proposal names the systems, workflows and deliverables covered, together with the fee and timing.
Review an existing process
For a team that needs to identify where enquiries or follow-ups get stuck. The output is a process map, a list of issues and implementation priorities.
Request a review proposalSet up or fix a workflow
A project quote for agreed fields, stages, connections and reminders, including testing and handover.
Request a setup quoteMonthly support
A recurring scope for checks, fixes and improvements. We agree the included capacity, response arrangements and how additional work is quoted.
Discuss monthly supportSoftware subscriptions and third-party usage fees are identified separately in the proposal.
What your team can see
Enquiries requiring attention
Who owns the enquiry, its current stage, the last action and the next follow-up date. Agreed views can highlight unassigned requests and overdue tasks.
What happens after a proposal
Which proposals are waiting for a decision, which have progressed and why others were closed. Where source tracking is configured, the team can also review where those enquiries originated.
CRM work supports the handling of existing enquiries. To improve the website journey itself, see website support.
Before we start
Do we need to buy a new CRM?
Not necessarily. We first look at your existing tools and process. A change of platform is a separate decision, based on what the current setup can support.
Can you work with our platform?
Send us its name and the connections you need. We confirm compatibility and access requirements before agreeing the project.
Will this bring us new leads?
This service organises how your team handles enquiries and client follow-up. Lead generation is a separate scope; a CRM cannot guarantee additional clients.
Will messages be sent automatically?
Only the messages and triggers agreed with your team. A workflow can create an internal reminder instead, leaving the actual client communication with the responsible person.
How do you handle access and client information?
We agree access permissions and required data before setup. Testing can use sample records. Legal documents and sensitive matter information should only be included when needed for the agreed workflow.
What do you need for a quote?
Your website, current CRM or tools, approximate number of users, enquiry sources and a description of the process you want to improve. For ongoing support, tell us what is already configured and what needs attention.
Which step needs fixing?
Send a short example: an enquiry without an owner, a proposal without follow-up or a form that does not reach your CRM. Include your website and the tools you use.