Matters, briefs and retainers under control.
Small law firms, sole practitioners and conveyancers managing matters and retainer deadlines. Install the Legal Practice blueprint and CatchaCRM pre-builds your pipeline, fields and catalog — then runs your quotes, invoices, jobs and follow-ups in the same flat-priced system.
Sound familiar?
Matter status in someone’s head
Clients call for updates because no system shows where their matter sits.
Retainer burn invisible
Work continues past the retainer without anyone noticing until write-off time.
Critical dates on sticky notes
Limitation dates and court deadlines tracked outside any audited system.
What installs the moment you pick it.
Pipeline stages
- Enquiry & Conflict Check
- Engagement Signed
- Matter Opened
- Discovery & Preparation
- Resolution / Hearing
- Closed & Final Billed
Custom fields
- Matter Type — dropdown
- Retainer Balance — currency
- Key Deadline — date
Starter catalog
- Initial Consultation
- Fixed-Fee Conveyance
- Hourly Rate — Senior Practitioner
Every item flows into quotes, invoices and deal values automatically.
Built for how legal practice actually works.
- Client cases and legal briefs assigned with clear ownership
- Retainer deadlines and balances tracked per matter
- Every call, email and SMS logged to the matter timeline
- Audit billing with itemised invoices and trust-friendly records
Plus everything in CatchaCRM
Quoting & invoicing with GST and BAS-ready reports, bank feed reconciliation, dispatch board, support tickets, email & SMS comms hub, AI writing tools, workflow automation and multi-tenant security — one flat price from A$39/month, users included.
Blueprints are stackable — run Legal Practice alongside any other template in the same workspace, and swap anytime without losing records.
Your legal practice workspace, live in ~2 minutes.
Pick the Legal Practice blueprint during signup and start the 21-day free trial — no card required to look around.