CRM for Law Firm

Law Firm Software That Turns Billable Hours Into Collected Revenue

Stop losing revenue to unbilled time and forgotten follow-ups. Smarfle keeps your matters organized, your team accountable, and your invoices out the door.

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Smarfle CRM - Law Firm Dashboard
Active Matters

47

Unbilled Hours

132

Collected This Month

$38,400

Deadlines This Week

8

Recent Jobs

Thompson v. Meridian Corp

Commercial Litigation

Active

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Drafting

Chen Property Closing

Real Estate Transaction

Completed

Oakmont LLC Formation

Business Formation

Pending Review

Where law firm businesses lose time and money

The day-to-day friction every law firm owner recognizes.

Billable Hours Disappear Before They're Logged

Attorneys forget to log quick calls, email reviews, and hallway consultations. Those five-minute entries add up to thousands in lost revenue every month. Without a simple system at their fingertips, time slips away permanently.

Client Intake Creates Bottlenecks for New Cases

New clients fill out forms, send documents, and leave voicemails. When intake data lives in email inboxes and paper folders, conflicts checks stall, engagement letters go out late, and potential clients move on to another firm.

Invoices Go Out Weeks After Work Is Completed

Partners review time entries at the end of the month, make adjustments, and finally send invoices. By then clients have forgotten the urgency, dispute line items, and payment cycles stretch to 90 days or longer.

Built for law firm businesses

Not a generic CRM. Every feature is tailored to how law firm companies actually work.

Matter Management With Full Case Tracking

Create matters with case type, assigned attorneys, deadlines, and status tracking. Every note, document reference, and status change is logged so nothing falls through the cracks.

Time-Based Invoicing Tied to Each Matter

Generate invoices directly from logged time entries on any matter. Line items show date, description, hours, and rate so clients see exactly what they are paying for.

Client Portal for Case Updates and Documents

Give clients a secure login where they can check case status, view invoices, and communicate with your team. Fewer status calls means more time for actual legal work.

Deadline and Calendar Management

Track court dates, filing deadlines, and client meetings on a shared calendar. Assign tasks to team members and get notified before anything slips past its due date.

Revenue and Productivity Reporting

See collected revenue by attorney, matter type, and time period. Identify which practice areas are most profitable and which team members need support.

Is Smarfle the right fit for your law firm business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

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Top feature for law firm

Every Billable Minute Captured and Invoiced

Time entries tie directly to matters and flow into invoices automatically. Partners can review, adjust, and approve billing in minutes instead of spending hours reconciling spreadsheets at month end. Nothing billable gets left on the table.

Matter TrackingTime EntriesClient PortalDeadline Alerts

Everything your law firm business needs

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Matter Tracking Dashboard

See every open matter with status, assigned team, deadlines, and last activity. Filter by case type, attorney, or priority to focus on what needs attention now.

2

Client Intake Workflow

Convert leads into clients and create matters with a structured intake process. Track engagement letters, conflicts checks, and onboarding steps in one place.

3

Deadline and Task Management

Set filing deadlines, court dates, and internal tasks per matter. Get alerts before due dates pass and assign responsibilities to specific team members.

4

Activity Log Per Matter

Every status change, note, and communication is recorded automatically. Pull up the complete history of any case in seconds for internal reviews or client questions.

A day in the life

How a legal matter flows through Smarfle

From intake call to billed retainer — every matter tracked.

  1. 1

    Intake call captured

    AI receptionist takes after-hours intake calls (DUI arrest, accident at night). Web form for daytime inquiries. Each becomes a client record with conflict-check fields.

  2. 2

    Consultation booked

    Calendar holds the slot. Custom fields capture matter type, opposing party, statute-of-limitation date.

  3. 3

    Retainer signed + matter opened

    Engagement letter via e-sign, retainer captured via Stripe payment link, matter becomes a work order with billable-hours tracking.

  4. 4

    Hours + expenses logged

    Time tracking per matter against billable hours, expenses logged (filing fees, court costs), client documents attached to the client record.

  5. 5

    Monthly bill + review request

    Auto-invoice from billable hours, Stripe payment link, review request after matter closes (workflow automation).

Same flow for every law firm business — only the terminology and details change.

AI Receptionist

Stop losing legal intake calls — they call from the police station

DUI arrest at 11 PM, divorce filing decision on a Sunday, slip-and-fall right after the ER. Legal intake is urgent and emotional. The first attorney to answer captures the retainer.

How AI Receptionist works
  • Criminal defense intake calls during arrests, after hours
  • Personal injury calls right after the incident
  • Family law intake calls with emotional urgency
  • Probate / will calls following a death in the family
  • AI captures the matter type, urgency, and books the consultation

Always on. Never misses an after-hours law firm call.

Plans that grow with your law firm business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Law Firm CRM questions

Yes. The mobile interface lets attorneys add time entries from anywhere. They select the matter, enter the description and duration, and the entry is immediately available for billing review.
Each matter is a tracked record with case type, status, assigned team members, deadlines, and a full activity log. You can filter and sort matters by any field and drill into details with one click.
Yes. Each client gets a portal login where they can view matter updates, upcoming deadlines, and outstanding invoices. This reduces status calls and keeps clients informed automatically.
You select a matter, review the unbilled time entries, make any adjustments, and generate the invoice. Line items show the date, description, hours, and rate for full transparency.
Yes. You can set up recurring invoices for retainer clients that generate automatically each month. The system tracks retainer balances and notifies you when a client's balance runs low.
Yes. Each matter has a calendar with deadlines, court dates, and tasks. You receive notifications before due dates, and you can assign tasks to specific team members with due dates.
Yes. The client portal uses row-level security so each client only sees their own matters and invoices. All data is encrypted in transit and at rest through Supabase infrastructure.
You can view revenue by attorney, practice area, and time period. There are also reports for billable hours, collection rates, outstanding receivables, and client growth trends.

Switching to Law Firm CRM from another tool?

Most law firm businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.

Ready to run your law firm business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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