Manage client intake, track cases through your pipeline, automate follow-ups, and maintain referral relationships from one platform.
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Client intake information scattered across email, phone notes, and paper forms
No centralized view of active cases, their stages, and upcoming deadlines
Referral relationships are the lifeblood of the practice but tracking them is ad hoc
Time spent on CRM administration takes away from billable hours
Enterprise legal CRMs are prohibitively expensive for small and mid-size firms
Real workflows for Law Firms, built into Laureo.
Track potential clients from initial inquiry through consultation, engagement letter, and onboarded. Weighted pipeline shows expected new revenue.
Move cases through stages (discovery, filings, mediation, trial, closed) on a Kanban board. Set due dates and reminders for key milestones.
Tag referral sources (other attorneys, CPAs, real estate agents) and track which referrals convert to retained cases.
Workflows send intake follow-ups, case status updates, and post-case satisfaction surveys automatically.
Generate invoices from case records and track payment status. See outstanding receivables across the firm.
Every email, call, and meeting is logged to the client record with timestamps for documentation purposes.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
Track every prospective client from first inquiry to retained. Custom stages model your intake process: inquiry, consultation, conflict check, engagement letter, onboarded.
Visual Kanban boards track active cases through stages you define. Custom fields capture matter type, opposing counsel, court dates, and case value.
Every email, call, and meeting is automatically logged to the client record with timestamps. Searchable history supports compliance and documentation needs.
Tag contacts as referral sources and track which introductions converted to retained cases. Measure referral value to prioritize relationship building.
Generate invoices from case records with line items for services rendered. Track payment status and outstanding balances across the firm.
Workflows send intake follow-ups, case status updates, and post-matter satisfaction check-ins. Reduce manual outreach while maintaining client communication.
From setup to results in 5 straightforward steps.
Upload existing client and prospect data. Map custom fields for matter type, case value, referral source, and key dates.
Create separate pipelines for client intake and active case management. Custom stages match your firm workflow from inquiry to closed matter.
Link Gmail or Outlook for automatic email logging. Calendar sync shows court dates, depositions, and client meetings alongside case records.
Build workflows that send follow-up emails to prospective clients who have not scheduled a consultation. Reminders ensure no lead goes unanswered.
Generate invoices from case records and track payments. Monitor referral sources to understand where your best cases originate.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Data Steward - Highlighted for Law Firms
The Data Steward finds duplicate contacts by name similarity, identifies clients missing email or phone, and flags matters with no associated contacts. Your database stays accurate without manual audits.
Connect the tools you already use. No code required.
Gmail sync logs client emails. Calendar shows court dates and client meetings.
Outlook sync and OneDrive for firms on the Microsoft stack.
The problem
Salesforce does not understand legal workflows out of the box. Configuring it for case management, intake, and billing leans on consultants (its ecosystem is built around certified admins and consulting partners).
The Laureo advantage
Laureo uses custom pipeline stages and fields to model intake, active cases, and billing without consultants. Setup takes a day.
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
Quick answers to the questions we hear most.
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