CRM for UK solicitors and small law firms.
Small law firms qualify clients on phone calls and emails that nobody logs, lose billable hours that never made it onto the timesheet, and chase intake paperwork by hand. By the time the matter opens in the case management system, three days have gone and the client has cooled.
Built for the way law firms work.
- 01
Intake pipeline (enquiry, qualified, conflict checked, engaged, matter opened) with the conversation history on every card.
- 02
WhatsApp and call records linked to the prospective client, so the duty solicitor picks up where the night-call duty handed off.
- 03
Conflict-check workflow as a manual stage gate, with a checklist the partner ticks off before the engagement letter goes.
- 04
Engagement letter and intake forms sent as a templated workflow, with the signed copy attached back to the matter.
- 05
Billable-hour capture: tag a call or message thread with the matter and a category, export the timesheet weekly.
One law firm operator on NuvenarHub.
A four-partner family law firm in Sheffield runs every new enquiry through a four-stage intake pipeline. WhatsApp opt-in is captured at first message. Conflict-check gate is enforced on the card. Time saved on intake admin: about 6 partner hours a week, redirected into billable matter work.
Questions we get from this vertical.
If the answer is not here, send the question to [email protected]. Replies inside one working day.
No. NuvenarHub owns the intake conversation, the qualification pipeline, and the prospect comms. The CMS (LEAP, Clio, Actionstep, ProClaim) owns the matter, the documents, the time recording, and the regulatory work. We integrate by API and Zapier.
NuvenarHub stores conversation data in the EEA and is UK GDPR aligned. We do not replace the client account or matter ledger your CMS handles. The intake workflow includes the points your engagement letter normally covers (scope, costs, complaints, regulator) so the conversation matches the paperwork.
Yes. Tag a WhatsApp thread or a call with the matter reference and a category (advice, drafting, correspondence). Export to CSV weekly and import into the CMS for invoicing.
We add a manual gate to the intake pipeline. The partner cannot move a prospect into Engaged without ticking the conflict-check box and entering the date. Audit trail is on the card.
For initial enquiries and intake, yes, providing the opt-in is captured and the client has consented to the channel. NuvenarHub's UK GDPR / PECR opt-in capture handles this. For matter-bound advice once engaged, most firms continue on the CMS-attached channels.
Yes. Inbox routing rules send enquiries to whoever is on the rota. The duty solicitor sees the conversation context (call recordings, prior messages, conflict-check status) on a phone.
7 days. Full Pro. Card on file.
Most operators in law firms earn the subscription back in the first month from recovered bookings or faster proposals. If it does not, cancel from the dashboard, no email required.