Client management
Keep client profiles, contact information and matter relationships organised.
Explore Built for South African legal practice
The operating system for a better-run law firm.
LegalCRM brings clients, matters, tasks, documents, finance and compliance into one clear, connected workspace.
Practice-wide visibility Connected workflows SA-focused
Illustrative interface · fictional data
Good morning
Explore sample recordsPractice overview
Active matters128Sample figure
Total clients346Sample figure
Pending tasks24Sample figure
Upcoming deadlines11Sample figure
Recent activityView all
Matter status updatedCommercial matter · 8 min ago
New document addedCivil litigation · 34 min ago
Client profile verifiedClient onboarding · 1 hr ago
Deadlines
SEP24
Filing deadlineHigh priority
SEP29
Client consultation10:00
KYC completeClient verified
Deadline trackedSample reminder
Oneconnected workspace
18operational modules
360°practice visibility
Built forSouth African firms
A connected practice
One source of truth, from intake to outcome.
LegalCRM connects the work your team does every day, helping everyone see what matters, what is next and who owns it.
Every matter, fully in view
Move from intake to resolution with ownership, key dates, documents, tasks and financial context connected to the same matter.
- Matter status and ownership
- Connected clients and documents
- Tasks, dates and activity history
OverviewActiveDue soonCompleted
Priority workflowIn progressActive
Review and prepareDue this weekReview
Assigned actionAssignedOpen
Supporting recordUpdated recentlyComplete
Complete by design
Bring the daily work of your practice together.
Purpose-built modules work together so information stays connected and action stays visible.
Matter management
Track active legal work, status, ownership, deadlines and progress.
ExploreTasks
Create, assign and monitor work without losing sight of the wider matter.
ExploreCalendar
Coordinate appointments, court dates, events and upcoming deadlines.
ExploreDocuments
Keep legal documents accessible from the operational workflow.
ExploreBilling
Manage the billing side of matters in the same connected platform.
ExploreAccounting
Bring practice accounting into a clearer day-to-day workspace.
ExploreBanking
View banking workflows alongside the practice’s operational information.
ExploreDebtors
Manage debtors and collection follow-up on behalf of instructing clients.
ExploreKYC verification
Structure identity and verification work as part of client onboarding.
ExploreReports
Turn operational information into useful practice-level visibility.
ExploreCompliance
Manage obligations, documents, risks and regulatory deadlines.
ExploreHow work flows
Less chasing. More practising law.
A connected workflow keeps information moving with the matter.
Onboard
Create the client profile and structure KYC verification.
Open
Create a matter, assign responsibility and capture key dates.
Work
Coordinate tasks, documents, events and matter progress.
Oversee
Monitor billing, debtors, reports and compliance obligations.
Compliance command centre
Make regulatory work visible, structured and actionable.
Move compliance out of scattered files and reminders. LegalCRM provides dedicated views for obligations, supporting documents, risks and deadlines.
Obligation tracking Risk oversight Deadline visibility Document register
ComplianceExplore
Illustrative preview · fictional figures
ObligationsDocumentsRisksDeadlines
Overall completion82%
Annual obligations12 of 14 completeOn track
Policy reviews3 require attentionReview
Upcoming deadlines4 in next 30 daysOpen
“
Legal work becomes easier to manage when the practice can see the whole picture—from the client and matter to the deadline, document, account and compliance obligation.
Built around legal operationsOne connected practice workspace
Questions, answered
What firms want to know.
Need a closer look? Book a guided walkthrough of the platform.
Talk to usLegalCRM is designed for South African law firms that want client, matter, task, document, finance and compliance workflows in one system.
LegalCRM connects matters, clients, tasks, calendars and documents in one operating environment, reducing the need to manage the same work across disconnected tools.
Yes. The platform includes departments, users and attorney assignments to make ownership and internal structure visible.
A dedicated compliance area brings obligations, documents, risks and deadlines together so regulatory work remains visible alongside practice operations.
Yes. Use the Log in button to open the LegalCRM application. Use Book a demo to prepare an enquiry, then review and send it from your email app.
See LegalCRM in action
A clearer way to run your legal practice starts here.
Explore how one connected workspace can bring your clients, matters, team, finance and compliance together.