CRM for law firms
Matter files with a client and a deadline, hearings in the attorney's calendar, time and costs filed against the matter, an engagement letter signed online, and the invoice from the hours logged.
Updated:
The core CRM is free forever. Pre-register and be among the first in.
What does a working day in HelloCRM look like?
- EngagementThe engagement letter goes to the client on a link and is signed online; the signature is stored with a fingerprint of the text.
- Matter and deadlineA matter file with a client, a category and a deadline; one list shows where each matter stands.
- HearingA hearing can go into the attorney's calendar and tasks, so it does not live in a notebook.
- Time and invoiceTime filed against a matter is stored to the minute and lands on the invoice grouped by rate; an hour can be billed only once.
Which modules would you switch on, and what do they cost?
- Legal mattersPaidLegal matters, deadlines, hearings and billable time.
- ContractsPaidContracts signed on a link, with expiry and notice reminders.
- Time trackingPaidTime logged to the minute, billed with one press.
- InvoicingPaidInvoices through Számlázz.hu or Billingo, reported to NAV.
- CalendarFreeOne calendar for tasks and appointments.
- Customer portalFreeA link for the customer: their own quotes, invoices and tickets, no account.
- BookingsPaidOnline booking with opening hours and reminders.
Contacts, companies and the timeline are always free, and so is Calendar, Customer portal here. The 5 paid modules are bought one by one, and each can be tried for 3 days.
The modules and their prices as a table
Details
| Module | What it is for | Price |
|---|---|---|
| Legal matters | Legal matters, deadlines, hearings and billable time. | paid module, price coming soon |
| Contracts | Contracts signed on a link, with expiry and notice reminders. | paid module, price coming soon |
| Time tracking | Time logged to the minute, billed with one press. | paid module, price coming soon |
| Invoicing | Invoices through Számlázz.hu or Billingo, reported to NAV. | paid module, price coming soon |
| Calendar | One calendar for tasks and appointments. | free, part of the core CRM |
| Customer portal | A link for the customer: their own quotes, invoices and tickets, no account. | free, part of the core CRM |
| Bookings | Online booking with opening hours and reminders. | paid module, price coming soon |
Questions
Who can see the matters?
Roles and record scope decide: an attorney can be set to see only their own matters and clients. A matter follows its client's scope, so a reader who may not see the client does not see the matter either.
What does HelloCRM cost for a law firm?
The core CRM is free. These are paid modules, bought one by one and tried for 3 days each: Legal matters, Contracts, Time tracking, Invoicing, Bookings. Prices will be published soon.