Cómo operan la industria
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.
Desafíaes comunes que vemos
- 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
Cómo se aplica KamoCRM a la industria.
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.
Qué se incluye en cada despliegue de KamoCRM
La misma plataforma unificada potencia toda la industria. A continuación se muestra lo que realmente se construye hoy.
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
Características específicas de la industria para la industria.
Estos no se construyen hoy en día. Nuestro sistema de solicitud de características le permite votar sobre las prioridades, patrocinar el desarrollo personalizado o conseguir que se construya para su implementación.
- 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
Preguntas sobre KamoCRM para la industria.
KamoCRM for related industries
Integrations law firms rely on
Vea KamoCRM para la industria.
Empieza libre en la plataforma unificada. Solicito las características específicas de la industria que necesita en la parte superior.