CRM for lawyers: case files, deadlines and fees in one place

CustomCRM is legal practice software where every case file brings together its deadlines, hours worked, documents and invoices. You see what’s coming up in court and what you need to bill, without searching through three programs.

Deadlines on every case file, with alerts
Billing straight from logged hours
Case access only for the assigned team

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Companies that work with the CustomCRM team

What problems does a CRM solve for a law firm?

A CRM for lawyers stops the usual leaks in a practice: deadlines in separate calendars, hours that never reach the invoice, documents scattered everywhere. CustomCRM brings them together around the case file.

Deadlines kept in personal calendars

Each lawyer writes deadlines in their own calendar. When someone is on vacation or leaves the firm, colleagues learn about the deadline too late.

Hours worked that never get billed

Client calls and research for a statement of defense go unrecorded. At the end of the month, timesheets are rebuilt from memory.

Conflict checks based on memory

When a new client comes in, someone asks the internal group chat whether the firm has worked with the opposing party before. The answer depends on who remembers.

The same filing in five versions

The complaint exists as a draft in an email, a revised copy on the server and a signed copy on a colleague’s laptop. Which one was filed?

Access to case files that is too broad

In a shared folder, anyone at the firm can open any case file, and you can’t prove who viewed it.

What modules does a CRM for lawyers include?

A CRM for lawyers is built around the case file: parties, court, deadlines, logged hours, documents and fees. Around it, CustomCRM adds engagement agreements, billing and e-Factura (Romania’s national e-invoicing system), and you choose only the modules your practice needs, as with any custom CRM.

Case files and court deadlines

Each case file has a number, court, subject matter, procedural stage, parties and responsible lawyer. Deadlines appear in the shared calendar, with alerts before every hearing and filing deadline.

Deadline updates from the courts portal

CustomCRM can connect to the Romanian courts portal to update deadlines on the case files you follow. We decide which data to pull in during the analysis, and the lawyer validates the information.

Time tracking by case file and client

Hours are logged on the case file, with a description of the work and the lawyer who did it. It works from a phone too.

Activities: advice, drafting, court, travel
Billable and non-billable hours, kept separate

Hourly, fixed and success fees

On each agreement you set the fee type: hourly rate per lawyer, fixed fee per case file, monthly advisory retainer or success fee where the agreement provides for one. The CRM calculates what needs to be billed.

Engagement agreements and powers of attorney

The legal services agreement is generated from your firm’s template, with the client and fee details filled in. Powers of attorney are attached to the case file, and amendments also start from a template.

Conflict of interest check

When you add a new client or an opposing party, CustomCRM searches by name and CUI (company tax ID) across all clients, parties and case files. The result is saved on the client, and the decision stays with the lawyer.

Versioned documents

Filings are uploaded to the case file, with numbered versions and the author of each change, so you know which version was filed.

Billing from timesheets and e-Factura

Approved hours and fixed fees go into an invoice or pro forma, with an activity statement for the client. The invoice goes to SPV (the Private Virtual Space, the online portal of ANAF, Romania’s tax authority) automatically through the e-Factura integration, and due dates are tracked per client.

Recurring invoices for advisory retainers
Reminders for overdue fees
Rebilling of court fees and expert fees

Included in every CustomCRM

InvoicingInvoices, pro formas and recurring invoices, payments, due dates and reminders.
ContractsContracts, annexes and amendments generated from templates, with expiry alerts.
e-Factura (SPV, ANAF)Invoices go automatically to SPV, the online portal of ANAF (Romania's tax authority), status shows in the CRM, supplier invoices come in on their own.
Documents and permissionsDocument archive, roles and permissions per user, full history on every client.
Reports and dashboardsSales, payments, productivity and profitability, by role.
Integrations and APICustomCRM can connect to your accounting software, email, calendar, website forms and ad leads, with an API for any other system.

See these modules on a real example

In a demo we walk you through the full workflow on a case close to your business. Or start with a free one-hour consultation where we review your process.

Book a demoA live walkthrough with examples from your industry One-hour free consultationWe review your process and tell you what to automate

Prefer the phone? Call +40 729 743 719

What does a case file look like in CustomCRM, from client intake to payment?

A case file in CustomCRM goes through the stages your practice already follows, and every step stays in the client’s history.

Request and conflict check

You enter the client and the opposing party, and the CRM shows any match with existing clients or case files.

Agreement and power of attorney

You generate the agreement from a template, with the chosen fee type. Once it’s signed, you attach the power of attorney and open the case file.

Deadlines and team

You add the court, the case number and the first hearing date, then assign the responsible lawyer and the colleagues with access.

Daily time tracking

Each lawyer logs their hours on the case file. Every week, the partner sees what is still unbilled.

Invoice and payment

Approved hours become an invoice with an activity statement. The invoice goes to SPV, and the payment is marked from the bank statement, if you connect it.

Which other industries does CustomCRM have CRM versions for?

CustomCRM also has CRM versions for marketing agencies, service companies, gyms and spas, construction, recycling, fleet management, real estate, consulting and education. For any other field, CustomCRM builds tailor-made software.

CustomCRM for lawyers, in short

What it is: CustomCRM for lawyers is a CRM for law firms, solo practices and in-house legal departments that ties together case files, court deadlines, time tracking and fee billing.
Key benefits:
- Deadlines sit on the case file, with alerts for the responsible lawyer
- Logged hours become an invoice without retyping
- Each case file is visible only to its own team
Who it is for: law firms, professional law partnerships, solo law practices, associated law offices, in-house legal departments, in-house legal counsel
What sets it apart: Confidentiality is set on each case file, not for all case files at once: you choose who sees the file, run a conflict of interest check before taking on the client and keep an access log for every document.
Quick verdict: CustomCRM is the right choice for a legal practice that bills by the hour or with mixed fee arrangements and wants case files, deadlines and payments in the same system. Every morning, you see which deadlines are coming up and which hours haven’t been billed yet.

CustomCRM protects confidentiality through permissions set on each case file and through the access log. A lawyer sees the case files they work on, and the partner decides who else gets access. Every time someone opens or downloads a document, it stays in the log, with the user and the time.

For a GDPR access request, you can export a person’s data, and sensitive fields, such as the personal ID number (CNP), can be restricted. CustomCRM gives you the tools, while the privacy policy and professional ethics obligations remain the firm’s responsibility.

Roles: partner, associate, trainee lawyer, administrative staff, accounting
Access log for every document

How is a CRM for lawyers different from Excel or a generic CRM?

A generic CRM thinks in sales opportunities and Excel holds lists, while CustomCRM ties the case file to deadlines, hours and invoices.

Process	Excel or generic CRM	CustomCRM
Court deadlines	Personal calendar, not linked to the case file	On the case file, in the shared calendar, with alerts
Time tracking	Spreadsheet filled in from memory at month end	Hours logged daily on the case file
Fee billing	Hours copied by hand into the invoicing software	Invoice generated from timesheets and sent to SPV
Conflict of interest	Searching through lists and asking by email	Search across clients, parties and case files, with the result saved
Document access	Shared folder, visible to the whole firm	Permissions per case file and an access log
Agreements and powers of attorney	Word document copied every time	Agreements generated from a template, powers of attorney attached to the case file

What does a CRM for lawyers integrate with?

CustomCRM for lawyers can integrate with ANAF’s SPV for e-Factura, with your accounting software and with email, so emails and invoices land on the right case file.

For deadlines, the CRM can connect to the Romanian courts portal. The calendar can sync with Google or Outlook, and we connect other systems through the API. The full list is on the features page.

ANAF SPV and e-Factura
Courts portal, for deadline updates
Accounting software, such as SmartBill, Oblio, Saga
Gmail and Outlook, for email and calendar
Bank statements, for payments
API for other systems

Frequently asked questions about CRM for law firms

How much does a CRM for lawyers from CustomCRM cost?

The price depends on the modules you choose and on usage, not on the number of users. You can add associates, trainee lawyers or administrative staff at no extra cost per account. We prepare the quote after the free consultation, where we work out what your practice uses, from case files and time tracking to billing.

Does the CRM integrate with e-Factura and our accounting software?

Yes, fee invoices go to ANAF’s SPV automatically, and you see the status of each one in CustomCRM. Supplier invoices are also pulled in automatically. The CRM can also integrate with accounting software such as SmartBill, Oblio or Saga, so you never enter the same data twice.

Can I move case files and clients from Excel or another program?

Yes, you can import clients, case files, upcoming deadlines and active agreements from Excel or from another program’s export. The CustomCRM team checks the data before the import and maps it to the fields of your new CRM. Historical documents can be moved in stages, starting with active case files.

How long does it take to implement a CRM at a law firm?

It depends on the modules you choose and on how much data you move. We set the timeline in the free consultation and deliver in stages, usually case files, deadlines and time tracking first, then billing and integrations. That way you work on the first module before the others are ready, and your team learns the platform in 1-2 hours of training.

Why isn’t a generic CRM enough for a law firm?

A generic CRM is built for sales: leads, opportunities, quotes. A legal practice works with case files, deadlines and hours, under strict confidentiality rules. In CustomCRM, the structure starts from the case file, and permissions, time tracking and billing are tied to it. See also how we work for consulting firms.

Does CustomCRM calculate procedural deadlines for the lawyer?

No, the lawyer sets procedural deadlines, and CustomCRM keeps them on the case file and sends alerts before they expire. You can define deadline templates for the situations that come up often in your practice. CustomCRM is a tool for organizing work and does not provide legal advice.