Solo Lawyer CRM

Accessing the CRM

The Solo Lawyer CRM is a web-based application accessible from any modern browser. There is nothing to install — simply open your browser and navigate to the login page.

Your First Login

1. Open your browser and go to your firm's CRM login URL
2. Enter your email address exactly as it appears in your credential email
3. Enter your temporary password (case-sensitive)
4. Click Sign In
5. You will be taken to the Dashboard — your CRM home screen

If you see "Invalid email or password," double-check your credentials. Copy-pasting from the credential email is recommended to avoid typos.

User Roles

Navigating the CRM

The CRM uses two navigation bars. The top bar (dark) shows quick links to Dashboard, Contacts, Pipeline, and Tasks, plus your name and Logout. The module tab bar below it lists all 14 modules — click any tab to go directly to that section.

The Dashboard is your CRM home screen. It provides an at-a-glance overview of your firm's current activity and key performance metrics.

Key Metric Cards

Quick Actions

New Contact (blue button) opens the contact creation form. Pipeline takes you directly to the pipeline view.

The Contacts module is the foundation of the CRM. Every person your firm interacts with — potential clients, current clients, referral sources, opposing parties — lives here as a contact record.

Adding a New Contact

Contact Detail Page

Click any contact's name to see everything about them in one place: contact info, pipeline leads, linked matters, consultations, tasks, time entries, and billing. Pull this up before every call or meeting.

The Pipeline tracks every potential client from first contact through retention or loss.

Pipeline Stages

The Consultations module manages all scheduled meetings with potential and current clients.

Statuses

Every to-do item, follow-up, deadline, and action item across all matters and contacts lives in the Tasks module.

Priority Guide

Accurate time tracking is essential for billing and understanding how much effort each case requires.

The Billing module manages invoices, payments, trust accounts, and payment plans.

Invoice Statuses

Trust Accounts (IOLTA)

Create trust accounts, record deposits and withdrawals, and track balances. Every transaction is logged for audit purposes. Trust funds belong to the client, not the firm. State bar rules require strict separation.

Each matter represents a specific legal engagement with a client, tracked from opening through resolution.

Conflict Checks

Before opening any new matter, run a conflict check. The CRM searches all existing contacts and matters for potential conflicts of interest. Always do this to comply with your state bar's ethics rules.

Create reusable document templates and generate personalized versions for each client automatically.

Merge Fields

• {{client_name}} — contact's full name
• {{client_email}} — contact's email
• {{client_phone}} — contact's phone
• {{date}} — today's date
• {{firm_name}} — your firm's name
• {{attorney_name}} — assigned attorney's name

Automate repetitive processes with trigger-based action sequences.

Automated email sequences that send messages to contacts at timed intervals.

Example: Lead Nurture

1. Day 0: "Thank you for contacting our firm"
2. Day 3: "Here's what to expect during a free consultation"
3. Day 7: "Common questions about your type of case"
4. Day 14: "Still have questions? We're here to help"

• Email — send CRM-generated emails through your firm's email
• Calendar — sync consultations with your calendar app
• Webhooks — real-time notifications when CRM events occur
• API Keys — for custom integrations (admin only, treat like passwords)