Legal practice blueprint

Matters, briefs and retainers under control.

Small firms, sole practitioners and conveyancers managing matters and retainer deadlines. The Legal blueprint follows the matter from conflict check to closed and archived.

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Sound familiar?

01

Matter status lives in someone’s head

Clients ring for updates because no system shows where their matter actually sits.

02

Retainer burn is invisible

Work continues past the retainer without anyone noticing until write-off time.

03

Critical dates on sticky notes

Limitation dates and court deadlines tracked outside any audited system.

The Legal practice blueprint

What installs when you pick Legal practice.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Matter Pipeline

  1. 1New Enquiry
  2. 2Conflict Check In Progress
  3. 3Initial Consultation Scheduled
  4. 4Cost Agreement Sent
  5. 5Cost Agreement Signed/Retained
  6. 6Matter Open – Active Work
  7. 7Awaiting Instructions/Information
  8. 8Awaiting Court/Third Party
  9. 9Settlement/Resolution Negotiation
  10. 10Matter Closing
  11. 11Invoice Issued
  12. 12Closed/Archived

Custom fields on top of the standard ones

FieldType
Jurisdictiondropdown
Conflict Check Statusdropdown
Billing Arrangementdropdown
Retainer Amountcurrency
Matter Numbertext
Trust Drawdownyes/no

Records it adds extra record types beside contacts, deals and jobs

  • Matters
  • Time Entries
  • Court Dates
  • Legal Documents
  • Disbursements

Built for how legal practice actually works.

  • Matters, court dates and disbursements are records with owners and deadlines
  • Time entries roll into itemised invoices per matter
  • Every call, email and SMS logged to the matter timeline
  • Trust drawdown, disbursements and write-offs tracked on the invoice

Blueprints stack. Run Legal practice alongside any other blueprint in the same workspace, and switch later without losing records.

Related blueprints

Financial services12 stages · New Enquiry → Post-Settlement Review Consulting5 stages · New Enquiry → Engagement Active Healthcare10 stages · New Enquiry → Discharged/Closed

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Your legal practice workspace, live in about two minutes.

Pick the Legal practice blueprint during signup and start the 21-day free trial. No card needed to look around.

Start 21-day free trial Book a guided demo