A CRM built for how law firms actually work
I build custom CRMs for law firms on Airtable, Tape, or Podio. Case management, client intake, court dates, billing integration, document tracking. Designed around your practice area and workflow, not generic sales pipelines.
Book a short free call"Thaha was amazing. Personable, efficient, professional and highly responsive. I'm very pleased with the final product and his services. I would certainly engage Thaha again and highly recommend his services."
Michael D. Braun
Kuzyk Law, LLP
Why generic CRMs don't work for law firms
Built for B2B Sales, Not Legal Work
Salesforce, HubSpot, Pipedrive are designed for generic sales pipelines. They don't understand cases, defendants, judges, court dates, or billable hours. You force-fit legal work into sales terminology.
Billing Lives Elsewhere
Your CRM is disconnected from Clio, Bill4Time, or your time tracking system. Reconciling billable hours with case records means manual work every week.
No Case Relationships
Generic CRMs can't model complex legal relationships. One case, multiple plaintiffs, multiple defendants, various court dates, linked documents. You end up with spreadsheets on the side.
Expensive Legal-Specific Software
Clio, PracticePanther, MyCase charge premium prices and still don't match your exact workflow. You pay for features you don't need and miss ones you do.
Law firms need a CRM built around legal workflows, not sales pipelines. Custom-built for your practice area, not a generic template.
What a custom law firm CRM includes
I map your practice workflow, then build a CRM on Airtable, Tape, or Podio designed specifically for how your firm operates. Not sales terminology, legal terminology.
Core Modules for Law Firms
Cases
Full case records with status tracking, case type, jurisdiction, court, judge, filing dates, and deadlines. Everything linked.
Clients & Contacts
Client database with contact details, case associations, communication history, and document access.
Opposing Parties
Track defendants, opposing counsel, insurance companies. Linked to relevant cases with full contact details.
Court Dates & Deadlines
Calendar integration with automated reminders for hearings, filing deadlines, and statute of limitations dates.
Document Management
Pleadings, discovery, exhibits, correspondence organized by case with version control and access permissions.
Billing Integration
Sync with Clio, Bill4Time, or your time tracking system. Billable hours and expenses linked to case records automatically.
Lead & Intake
Enquiry management from website forms or ad campaigns. Qualification workflow before case opening.
Reporting & Dashboard
Real-time visibility into case pipeline, billing status, upcoming deadlines, and team workload.
Built for Your Practice Area
Litigation
Case tracking, discovery management, court date calendar, opposing parties, judge/magistrate tracking, pleadings library.
Immigration
I-forms tracking, visa application status, USCIS deadlines, client documentation checklist, consulate appointment scheduling.
Family Law
Case type workflows (divorce, custody, support), opposing party tracking, court order management, child information.
Personal Injury
Plaintiff/defendant tracking, insurance claims, medical records, settlement negotiation tracking, statute of limitations alerts.
Corporate/Business
Client company tracking, contract management, filing deadlines, entity management, compliance tracking.
Estate Planning
Client family information, asset tracking, document generation, will/trust management, beneficiary records.
Automations that eliminate admin work
Lead Capture
Website enquiries and ad campaign leads flow directly into your intake pipeline. No manual data entry.
Billing Sync
Time entries from Clio or Bill4Time sync automatically with case records. No weekly reconciliation.
Deadline Reminders
Automated alerts before court dates, filing deadlines, and statute of limitations dates. Nothing gets missed.
Payment Tracking
Stripe integration for retainer collection. Payments link to client and case records automatically.
Document Generation
Automated PDF generation for client reports, court submissions, or case summaries with your branding.
AI Assistance
Claude or OpenAI integration for case note summarization or client communication drafting.
Law firm CRMs I've built
Class Action Law Firm: 10-Module Case Management System
Built a complete Airtable system for a class action firm. Cases, clients, defendants, judges, documents, billing, calendar. Bill4Time integration, Facebook Ads lead capture, executive dashboard.
Read case study →Immigration Law Firm: Complete Operating System
Built an immigration practice CRM on Tape covering enquiry intake, case management, I-form tracking, and payment collection. Custom-built for immigration workflows.
Read case study →Which platform? Airtable, Tape, or Podio
Airtable
Best for US-based firms. Mature platform, extensive integrations, easy to use.
- ✓ Rich automation
- ✓ Large ecosystem
Tape (GDPR)
Best for UK/EU firms or strict compliance needs. Built-in GDPR compliance.
- ✓ GDPR-compliant
- ✓ Data governance
Podio
Best for complex workflows. Extremely flexible for intricate legal processes.
- ✓ Complex workflows
- ✓ Deep customization
I recommend the platform based on your compliance needs and practice complexity. All three support custom legal workflows, billing integration, and document management.
What law firms say
Misty Phillips
Founder, Cadre Law
"Thaha was an excellent partner and I highly recommend him for anyone building a CRM or automation workflow. Communication was clear and consistent throughout the project, and the turnaround was faster than expected without any drop in quality. What stood out most was the technical depth. Every detail was handled correctly, and when questions came up, explanations were thorough and easy to follow. Beyond just delivering what was scoped, Thaha proactively suggested better tools than what I had originally specified; tools that were a stronger fit for the workflow and saved time in the long run. That kind of initiative is rare and genuinely valuable. Will absolutely work with them again on future phases of this project."
Michael D. Braun
"Thaha was amazing. Personable, efficient, professional and highly responsive. I'm very pleased with the final product and his services. I would certainly engage Thaha again and highly recommend his services."
What clients say
Feedback from law firms I've built systems for.
"Thaha was an excellent partner and I highly recommend him for anyone building a CRM or automation workflow. Communication was clear and consistent throughout the project, and the turnaround was faster than expected without any drop in quality. What stood out most was the technical depth. Every detail was handled correctly, and when questions came up, explanations were thorough and easy to follow. Beyond just delivering what was scoped, Thaha proactively suggested better tools than what I had originally specified; tools that were a stronger fit for the workflow and saved time in the long run. That kind of initiative is rare and genuinely valuable. Will absolutely work with them again on future phases of this project."
Misty Phillips
Founder, Cadre Law
"Thaha is a fantastic freelancer. He led our CRM project and delivered it seamlessly. His communication throughout was fantastic, with video updates so that I could see and understand the progress made. He understood our needs quickly and was able to advise on ways to improve it's design. I highly recommend Thaha. I look forward to working with him again."
Claire Given
Founder, Equipmii
"Thaha was outstanding! He quickly understood my complex needs and built a smooth, reliable automation system that exceeded expectations. Clear communication, proactive updates, and early delivery made the project effortless on my side. His technical skills and professionalism are first-class. Highly recommend Thaha if you want someone who just gets it right, fast, efficiently, and with great attention to detail."
Esther Mander
Founder, VIP Pet Travel
Ready for a CRM built for your legal practice?
Book a free call. I'll map your practice workflow, show you what's possible, and recommend the right platform for your firm's needs.
Book a short free call