How law firms operate
Law firms split work between pre-retention (marketing, intake, qualification, conflicts) and active-matter work (time, billing, trust accounting, e-filing). Practice management systems (Clio, MyCase, PracticePanther) handle the matter side well but are thin on marketing and intake CRM. Firms often patch in Lawmatics or Law Ruler for intake — yet another subscription.
Common challenges we see
- Intake leads drop between website forms and the PMS
- Conflict checks happen late in the process, wasting intake time
- Client communications (calls, emails, texts) live outside the PMS
- Marketing campaigns aren't tracked against the leads they produce
- Firm knowledge (briefs, templates, past positions) is hard to search
How KamoCRM applies to Law Firms
KamoCRM sits upstream of your PMS, owning the client-relationship and intake side. Every inquiry, call, meeting, and document lives on one record. The knowledge base holds firm briefs and templates; the AI assistant answers staff questions grounded in that corpus. Signed matters can be handed to your PMS. Full white-label keeps every client-facing surface on your firm's brand.
What's included in every KamoCRM deployment
The same unified platform powers every industry. Listed below is what's actually built today.
CRM & Sales
The relationship core, adaptable to your deal flow.
- Leads, contacts, and account management
- Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
- Imports, exports, and de-duplication
- Sales analytics and lead reporting
Communications
Calls, video, messaging, email — unified on customer records.
- RingCentral integration for business phone and SMS
- Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption — KamoMeet
- Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
- Real-time team messaging with presence
- Calendar sync via CalDAV
Documents & Knowledge
Work together on documents, capture institutional knowledge, and put AI on top.
- Real-time collaborative document editing
- Secure file storage (MinIO) and media library
- Knowledge base with approval workflows
- Version control and history
AI
An assistant grounded in your knowledge base, not a generic chatbot.
- AI chat assistant
- RAG-powered semantic search across your knowledge base and data
- Predictive insights and recommendations
Admin, White-Label & Security
Multi-tenant from day one, with your brand on every surface.
- Multi-tenant organizations with department and team management
- Role-based access control (RBAC)
- Single sign-on: Google, Microsoft, Apple
- Full white-label branding (logo, colors, domains, email)
- Per-organization feature toggles
- End-to-end encryption on video and data at rest
- SOC 2 and GDPR aligned; 99.9% uptime SLA
- Kubernetes-native (RKE2) on CockroachDB
Billing & Commerce
Billing for customers who resell or charge through the platform.
- Stripe billing integration
- Subscription and one-time charge handling
- Commerce and market pipelines
Industry-specific features for law firms — available via request
These aren't built natively today. Our feature request system lets you vote on priorities, sponsor custom development, or get them built for your deployment.
- Conflict check workflows with audit trail
- Integration handoff to Clio, MyCase, PracticePanther
- Legal-specific intake forms (case type, jurisdiction, damages)
- Two-party consent call recording per jurisdiction
- Engagement letter generation with e-sign and trust deposit handling
Questions about KamoCRM for law firms
KamoCRM for related industries
Integrations law firms rely on
See KamoCRM for Law Firms
Start free on the unified platform. Request the industry-specific features you need on top.