Relationships in one lawyer's head
When that lawyer leaves the relationships leave.
eFirm
Legal CRM
Clients, prospects, referrals — every relationship tracked.
Trusted by 15,000+ law firms
15,000+ law firms100,000+ people200+ countriesLegal AI ChateFirm
What's slowing you down
Referrals fall through
You meant to follow up. You didn't.
Pipeline invisible
How many matters in the funnel? Nobody knows.
CRM and practice management disconnected
Two systems. Same data. Always out of sync.
No origination tracking
Can't tell who brought in what business.
How HAQQ solves it
Unified CRM
Prospects and clients in one place.
Follow-up automation
Never drop a referral.
Pipeline visibility
Opportunity stages, forecast, conversion.
CRM = practice management
One system. Same data.
Origination tracking
See who brought in the business.
Every relationship workflow
Legal CRM
Track relationships and follow-ups without losing the thread.
kyc-client-intake
Available inside HAQQ across chat, mobile, and eFirm workflows.
Integrated Communications
Updates stay linked to matters so nothing gets lost in inboxes.
Personalized Matter Management
Everything lives where it belongs, so the team stays aligned and the work keeps moving.
How CRM works
1
Capture contacts
From email, intake, referrals.
2
Track relationships
Every touch logged.
3
Manage pipeline
Opportunities and stages.
4
Automate follow-up
Reminders and sequences.
5
Measure origination
Credit where due.
FAQ
Email integration
Yes — Gmail and Outlook.
Referral tracking
Yes — referrer attribution per matter.
Marketing sequences
Basic sequences included. Advanced via Mailchimp/HubSpot integration.
Contact enrichment
Yes — enrichment via integrated providers.
Related solutions
Features
eFirm
KYC & Client Intake
Digital intake forms, KYC checks, and compliance — all automated.
See the workflowFeatures
eFirm
Integrated Communications
Emails, messages, and calls — all linked to the right matter.
See the workflowSolutions by Role
eFirm
HAQQ for Managing Partners
Utilization, profitability, and matter health — one dashboard.
See the workflow