Individuals and corporates
Store the details your practice needs, then open matters from the client rather than duplicating names across folders.
Legal CRM & client files
Client management and a legal CRM in the same system
Legal CRM software for law firms: individual and corporate clients, matter history, conflict checks, and a leads pipeline. PractaHQ.
A client is not a row in a contacts app. PractaHQ client management keeps people and companies on a firm file with matters, invoices, portal access, and the history of instructions — plus a leads pipeline before a file is opened.
Conflict checks
Search the firm’s own records before you take instructions, so conflict review is part of intake.
Leads pipeline
Track prospects until they become clients — without a second CRM that never talks to the matter file.
Portal when you enable it
Turn on a client portal from the client record. Clients do not self-signup to the firm’s internal system.
Questions
Is PractaHQ a legal CRM?
It includes legal CRM functions — clients, leads, history, and communications around the file — inside practice management, not as a bolt-on sales tool.