Good questions. Clear answers.
Find answers about the platform, the website demo and what to confirm before adopting LegalCRM.
16 answers
Does the interactive demo save my changes?
The tour stores fictional records and progress in this browser tab’s session storage. A reload normally retains them. Use Reset to restore the starting records. Browser session restoration can retain session data, so do not enter confidential information.
Data & accessAre debtors the same as unpaid invoices?
No. Billing shows the firm’s sample fee invoices. Debtors demonstrates collection records linked to the client instructing the firm. These are separate registers.
PlatformDoes recording a payment or verification in the tour perform a real action?
No. Payments, bank reconciliation, verification, sanctions checks and signatures are simulations. They do not move money, contact providers, send messages or establish an actual verification result.
PlatformWhat should we prepare for a live demonstration?
Bring a list of roles, approximate client and matter volumes, current systems, billing arrangements, required reports and migration priorities. Use anonymised examples. Ask the team to demonstrate your most important workflow from start to finish.
Getting startedDo all settings change the demo interface?
Firm details and client billing preferences affect the relevant sample records. Other configuration screens save example preferences for discussion; they do not enforce live permissions, connect services or restyle the application.
Data & accessWho is LegalCRM for?
LegalCRM is designed for South African law firms seeking a connected environment for clients, matters, tasks, documents, finance and compliance.
PlatformWhat modules are included in the website catalogue?
The catalogue covers the dashboard, clients, matters, tasks, calendar, documents, billing, accounting, banking, debtors, KYC, compliance, reports, departments, users, attorney assignments, compliance templates and settings. Confirm package availability in your demo.
PlatformDoes software guarantee regulatory compliance?
No. Software can support organisation and oversight, but the firm remains responsible for its policies, professional obligations and implementation. Confirm suitability with your advisers.
PlatformHow do I request a demonstration?
Use the Book a demo page to prepare an email describing your team and priorities. Review and send it from your email application. No appointment is automatically reserved.
Getting startedWhat does LegalCRM cost?
Verified pricing and package terms have not been provided for publication. Request a proposal covering users, modules, implementation, support and any third-party charges.
Getting startedCan existing records be migrated?
Discuss your source systems, volume and required fields with the team. Migration methods, supported formats, scope and fees need to be confirmed before a transition.
Getting startedWhich integrations are supported?
A verified integration list has not been provided. Ask specifically about your email, calendar, accounting and verification services; do not assume that a connection is available.
Getting startedWhat security details should our firm request?
Ask for written details of hosting location, encryption, access controls, authentication, audit records, backups, recovery, retention and incident handling. This website does not certify these controls.
Data & accessIs the tour connected to real client records?
No. All tour records and figures are fictional and remain separate from the live application. Do not enter confidential client information into the website demo or enquiry.
Data & accessWhere are my shortlist and checklist saved?
When browser storage is available, your feature shortlist and rollout checklist are saved on this device only. They are not synced to LegalCRM. The interactive tour uses this browser tab’s session storage: changes survive a reload while that session is retained. Use Reset in the tour to restore its sample records.
Data & accessCan I log in to my existing account?
Yes. The Log in link opens app.legalcrm.co.za. Your application credentials are not requested or stored by this marketing website.
PlatformSee how it fits your firm.
Bring your workflows, priorities and questions to a guided demo.