Intake leaks clients.
Leads come in by phone, email, and referrals, and land in inboxes. By the time someone runs the conflict check, the client hired the firm that answered first.
CRM CUSTOM CRM · LAW FIRMS
A CRM THAT WORKSTHE WAY YOUR FIRM DOES.
Practice management tools make your firm work their way. We build the opposite: intake, matters, deadlines, and documents shaped around how your attorneys actually practice, with AI doing the paperwork.
01 THE PROBLEM
SOUND
FAMILIAR?
Matters live in email.
Status, deadlines, and documents are scattered across Outlook threads. Every "where are we on this?" costs a paralegal twenty minutes.
Deadlines are tracked by hand.
Court dates and statute deadlines sit in personal calendars. One missed date is a malpractice exposure, and everyone knows it.
Documents eat billable hours.
Engagement letters, discovery responses, and routine filings are rebuilt from the last matter, by hand, every time.
02 WHAT WE BUILD
YOUR WORKFLOW.
YOUR SYSTEM.
- Client intake Web, phone, and referral intake into one queue with automatic conflict checks against your matter history.
- Matter management Every matter with its status, parties, deadlines, documents, and billing in one view your whole firm shares.
- Deadline engine Court dates and statute-of-limitations deadlines computed by jurisdiction rules, synced to calendars, escalated when unacknowledged.
- AI document drafting Engagement letters, demand letters, and routine filings drafted from your templates and matter data, reviewed by an attorney, never sent alone.
- AI intake triage Incoming leads classified by practice area and urgency, summarized, and routed to the right attorney before the competition calls back.
- Document intelligence Uploaded discovery classified, OCRed, Bates-stamped, and made searchable. The work we shipped for a real firm at Shehebar Law.
- Client portal A branded portal where clients see status and upload documents instead of calling the front desk.
- Billing handoff Time and matter data flowing into your existing billing system, not replacing it.
AI, SUPERVISED The AI layer drafts, classifies, and follows up. Your attorneys review and decide. Nothing leaves the firm without a human sign-off.
03 HOW IT WORKS
WE COME IN.
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
WE BUILD IT.
A fixed bid, then a working system in weeks. Your stages, your fields, your rules, with the AI integrations doing the paperwork.
YOU OWN IT.
The code, the database, the accounts: yours. No per-seat pricing, no lock-in, and we stay on for iteration if you want us.
05 COMMON QUESTIONS
How is this different from Clio or PracticePanther?
Those are subscriptions shaped around an average firm. A ZipLyne CRM is built around your practice areas, your intake flow, and your documents, and you own the code and the database outright. No per-seat pricing, no feature bloat, no data hostage.
Is client data safe with AI features involved?
Yes. The system runs on infrastructure you control, NDAs are standard, and AI calls are scoped so privileged material stays inside your environment. Every AI output is reviewed by a human before it goes anywhere.
What does a law firm CRM cost?
Fixed bid, quoted before we start, based on scope. Builds start at $7,500. You know the number before the work begins, and there is no per-seat pricing afterward.
Can it work with our existing billing and email?
That is the point. We integrate with your billing system, Outlook or Gmail, and your document storage instead of forcing a migration. The CRM becomes the connective tissue, not another silo.
How long does it take?
Most firm CRMs land in weeks, not quarters. We scope a first working version around a 21-day build, then extend it module by module while your team already uses it.