Custom CRM for law firms

We build, host and maintain a CRM around your intake, with AI automation doing the busywork. Calls, texts, forms, documents and deadlines in one place, with every lead tied to the ad that brought it.

Or call (407) 506-5785, seven days a week.

5.0 on Google · As featured in USA Today, Business Insider and Yahoo

Leads, signed cases and cost per case, with AI automation working in the background.

  • New leads0+18% vs last month
  • Signed cases0+15% vs last month
  • Sign rate0.0%+2.1 pts vs last month
  • Cost per case$0−9% vs last month

Leads and signed cases Last 30 days Leads Signed

Intake funnel Lead to signed

  1. New leads142
  2. Reached12890%
  3. Qualified7155%
  4. Retainer sent3955%
  5. Signed3179%

Live activity AI automation on

  • Sofia L. signed the retainerDropbox Sign
  • Letter of representation sent to Sunrise MutualAutomation
  • AI call summary drafted for Maria G.Staff to review
  • New lead · Tom B., truck accidentGoogle Ads

Top keywords Google Ads · cost per signed case

  • “car accident lawyer orlando”$7307 signed
  • “truck accident attorney”$9103 signed
  • “injury lawyer near me”$1,0002 signed

The leak

You're not competing for the call. You're competing for the callback.

  • 48%of 500 law firms were unreachable by phone in a secret-shopper study.Clio Legal Trends Report, 2024
  • 28%of people looking for a lawyer contact six or more firms.Martindale-Avvo, Sept 2026
  • $131.63average cost per lead for attorneys and legal services, the highest of 23 industries.WordStream, 2025

A missed call from an ad isn't free. It's a $131 bill with nothing to show for it.

Most firms never see the leak because nothing records it. A call goes to voicemail, a form sits in an inbox over the weekend, and the person signs with the next firm on their list. The ad still got paid for.

Your leak, in dollars

Missed leads a month
15
Spent on them a month
$1,974
Spent on them a year
$23,693

At $131.63 per lead, the legal industry average (WordStream, 2025). Your own cost per lead may be higher or lower.

What your CRM does

A CRM for law firms that works the lead while you work the case.

  • 01

    Every lead in one place

    Calls, texts, web forms and referrals land in one list, with the full history on each person. Nobody has to check three inboxes and a voicemail to see who's waiting.

  • 02

    Intake that fills itself

    Calls are recorded and transcribed with consent, and the details land in the intake form: what happened, when, who's involved and what they need. Your staff checks it and fixes anything wrong instead of typing it all from scratch.

  • 03

    Your intake, your way

    Your questions, your stages, your handoffs. An injury intake asks different things than a divorce, a DUI or an estate plan, so each practice area gets its own form and its own pipeline.

  • 04

    Cases and documents

    Once a client signs, the file is already started. Retainers, engagement letters, filings, records and photos live on the matter, with e-signature built in.

  • 05

    Send without switching apps

    Email, text and send documents for signature from the client's record. Every message is logged, so anyone at the firm can see where things stand.

  • 06

    Reports that count cases

    See cost per signed case by campaign, keyword and ad, not just cost per lead. You'll know which marketing brings cases and which only rings the phone.

  • Staff roles and permissions
  • Audit log of every change
  • Encrypted storage
  • Daily backups

Every practice area

A legal CRM that fits how your practice works.

Personal injury, family law, criminal defense, immigration, estate planning, real estate and more. Each practice area gets its own intake, its own stages and its own deadlines.

  1. 01

    Intake for each practice area

    An injury call, a custody question, an arrest, a visa case and a closing all need different questions. Each gets its own intake form, with a conflict check before anyone books a consult.

  2. 02

    Deadlines from the first call

    Enter the key date, whether it's an incident, an arrest, a filing or a closing, and the CRM flags the deadlines that follow from it: limitation periods, court dates, response windows.

  3. 03

    Stages that match the work

    Consult booked, retainer sent, signed, filed, hearing set. Your stages, your handoffs and your follow-ups, so every matter shows exactly where it stands.

Deadline flags are reminders, not legal advice. Your attorneys decide which deadline applies to each case.

Document automation

Documents that fill themselves in.

Engagement letters, retainers, demand letters and court forms come straight out of the case record, with every name, date and case number in place. Then they go out for e-signature through Dropbox Sign.

  • Your templates, in your wording
  • Fields pulled from intake and the case
  • E-signature with live status
  • Every signed copy saved to the case file

Custom vs off the shelf

Why not just buy a legal CRM?

Off-the-shelf legal CRM software works well for plenty of firms. Custom makes sense when your intake doesn't fit the template, or you want every lead tied to your ads.

CompareOff-the-shelf legal CRMCustom CRM from Black Cat
FitBuilt for every kind of firm, so you bend your intake to the software.Built around how your firm signs cases, by practice area.
Setup and trainingYou get a login, help articles and a lot of settings to work through.We set it up, move your data in and train your staff on it.
PricePer-seat fees that grow every time you hire.$7,500 to build, then $500/month for hosting plus usage. No per-seat charges.
Ad trackingLead source often stops at "website" or "phone."Every lead tied to the campaign, keyword and ad that brought it.
ChangesPut in a feature request and wait for the roadmap.Ask us. We make the change and maintain it.
LicensingA subscription to software built for every kind of firm.A license to software built for your firm. We host, maintain and update it.

AI automation

AI automation that runs the follow-up.

Set the steps once. When a retainer is signed, a court date is set or a document is overdue, the CRM does the next thing for that practice area and logs it. AI drafts the summaries and letters; your staff approves them.

  • Different steps for each practice area
  • Turn any automation on or off
  • A log of every run, and what it did
  • We build and change them for you

Want AI automation outside the CRM too? See our AI automation services.

Proof

Built for real firms

★★★★★Sunshine State Law Firm

“Mike and his team are top notch. While there are many “options” in this space, Black Cat truly stands out. No fluff. No overselling and over-promising. Simply put, there are the real deal. I’ve already recommended Mike and Black Cat to multiple family members and friends who own businesses. If you’re looking to finally take that step to get your business to the next level, look no further. I’m very thankful to have found someone to help us grow who truly cares.”
Simon NicholsonSimon Nicholson

Case study

A Florida personal injury and property claim firm

Live since November 2, 2026

  • Separate intake for car accidents, injuries and property claims
  • One list for calls, texts and web forms
  • Deadline flags from the incident date, confirmed by an attorney
  • Every lead tied to the ad, keyword or page that brought it

Marketing results

  • 470%more client calls within 90 daysANT Law Firm
  • 680%more new callers in the last 90 daysKeough Law

Website, SEO and ads results, not CRM results. Results from individual clients. Every firm and market is different.

Common questions

Legal CRM questions

  • A legal CRM handles everything before the client signs: calls, texts, forms, follow-up and intake. Case management software handles the matter after they sign: deadlines, documents, billing and the work itself. Most leads are lost in the first part, which is where a CRM for law firms earns its keep.

  • No. If your case software works for you, we connect to it so a signed client moves over without retyping. If you don't have one, the CRM can hold your matters and documents too.

  • Most firms are live in four to six weeks. Phase one covers intake, your pipeline and reporting. We add the rest in later phases once your staff is using it every day.

  • No. The CRM is licensed to your firm, not sold. Hosting, maintenance and updates are part of the monthly fee, so you never manage servers or upgrades yourself.

  • Yes. Staff only see what their role allows, every change is written to an audit log, files are encrypted in storage and the system is backed up daily. We'll walk your team through the setup before any client records go in.

  • Yes. We connect your existing numbers, or set up tracked numbers for each campaign, so calls and texts are logged on the lead automatically. Your staff can keep answering the way they do today.

  • AI automation handles the busywork. Calls are transcribed and summarized, the details are drafted into the intake form, and documents and follow-ups are prepared from the case record. A person on your staff reviews every field. Nothing is sent to a client and no deadline is set without a person confirming it.

  • $7,500 one time to build it, then $500 a month for hosting, plus usage for the services it runs on, like AI transcription, Dropbox Sign and the call platform of your choice. There are no per-seat charges.

Make every lead land on its feet.

We'll call your firm after hours, time the callback, and show you where leads go missing. No pitch until you've seen the numbers.

Free intake audit

Find out how fast your firm calls back.

No pitch until you've seen the numbers.