CRM for law firms
Clients, matters and documents — organised and confidential.
What usually goes wrong
- Case details known only to the lawyer handling them
- Everyone in the system can see everything
- No record of who changed what and when
How Pipevale handles it
- ✓Matters linked to clients with full history
- ✓Field- and folder-level permissions
- ✓Audit log with author and timestamp for every change
- ✓Document templates that fill in client details
Try it on your own data
14 days free, no credit card. Import a CSV and the pipeline fills in minutes.
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