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    eFirm

    Legal CRM

    Clients, prospects, referrals. Every relationship tracked.

    Start FreeBook a Demo
    Trusted by 17,000+ legal teams
    Legal Matter Intake Prompt Bar
    CRM DashboardExample
    Nda Qa Chat Assistant

    Can HAQQ answer this and show its sources?

    Yes, HAQQ answers in plain language and backs every response with the specific law or clause it used, so nothing is a black box.

    Cited: Primary sources
    17,000+ law firms100,000+ people200+ countriesLegal AI ChateFirm

    What's slowing you down

    Relationships in one lawyer's head

    When that lawyer leaves the relationships leave.

    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.

    Conditional Workflow Builder

    Not sure which one fits?

    eFirm

    Legal CRM

    Clients, prospects, referrals. Every relationship tracked.

    eFirm

    KYC & Client Intake

    Digital intake forms, KYC checks, and compliance. All automated.

    eFirm

    Integrated Communications

    Emails, messages, and calls. All linked to the right matter.

    FAQ

    Email integration

    Yes. Microsoft 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

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    See the workflow
    Features
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    Integrated Communications

    Emails, messages, and calls. All linked to the right matter.

    See the workflow
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    Join 17,000+ legal teams using HAQQ

    Private, cited legal AI across chat, mobile, and eFirm.

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    HAQQ Legal AI Platform Logo

    Your Legal AI Twin & Practice Management System for drafting, billing, and winning.

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    Describe your legal matter, or drop yourcontract for review…2 Files UploadedJurisdictionCounsel
    Legal AssistantVendor.pdfWhat is the term of this NDA?A10:24The term is 3 years from signing,effective 1 Mar 2024, expiring 28 Feb 2027.§2.1Confidentiality, cl. 2.1Does confidentiality survive termination?A10:25Yes, obligations continue for 2 yearsafter expiry, until 28 Feb 2029.§5.4Confidentiality, cl. 5.4Can this agreement be terminated early?
    Summarize Document with ConditionsFile uploadOutputfile_uploadPromptOutputmodel_responseConditionalOutputbranchIf matchElse