Is KudosCRM a good CRM for law firms?

Yes, for firms that want intake, referral tracking, quotes and client records in one workspace. KudosCRM is not practice management software, so it does not handle billing, trust accounting or document assembly. Keep those systems and use KudosCRM for the client relationship.

Can KudosCRM work as client intake software for lawyers?

Yes. Publish an intake form so each inquiry becomes a lead, route it to an attorney, and book the consultation from your booking link. Then convert the lead to a deal in your matter pipeline, send the retainer quote and set a follow-up task.

Can I track which referral sources send me clients?

Yes. Tag each referring firm or past client with a shared tag, and the Companies table shows won and open revenue per account. A Stale badge flags accounts with open matters and no recent activity.

Can KudosCRM run conflict checks?

KudosCRM does not include a conflict-check engine. You can add a Conflict check custom field and a task template so staff record the result before a matter moves forward, and keep your conflicts system for the check itself.

Who can see client records?

Only the people your roles allow. Group staff into teams, set what each role can do in the permission matrix, and add per-user overrides for exceptions. The server enforces permissions, and the audit log records who changed a record.

Can I import my existing contacts and matters?

Yes. Import contacts, companies and deals from a spreadsheet, map your columns, review the per-row report, and revert a run if a mapping was wrong. Moving from another CRM is handled by Migrations.

Does KudosCRM hold legal or security certifications?

This page does not claim any certification. Check the Trust Center and Security pages for what KudosCRM currently publishes, and confirm fit with your firm’s own compliance requirements.

How much does KudosCRM cost for a law firm?

The Free plan covers up to 3 seats. Basic is $9 per seat per month billed yearly, Professional is $24, and Enterprise is $49. Every workspace starts with a 14-day Professional trial and no credit card.

CRM for Law Firms: Intake, Referrals and Matters on One Record

Law firms run on relationships and cannot afford a dropped follow-up. KudosCRM tracks every prospective client, referral source and matter from the first call to the signed retainer.

Web intake forms that create a lead and route it to the right attorney

A matter pipeline from first call to signed retainer

Referral sources tagged, with won and open revenue beside each one

Teams and roles that limit who can open or change a client record

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14-day free trial of Professional, no credit card required.

Amara Holt · Estate Planning

Matter stage: Retainer Sent

Illustrative

Intake form submitted

Lead created, routed to J. Reyes

Oct 1

Consultation booked

From the booking link

Oct 3

Conflict check: Cleared

Custom field updated by staff

Oct 4

Retainer quote sent

Flat-fee estate plan · v2

Oct 6

Follow-up task due

Call to confirm signature

Oct 9

Referral source

Hanlon & Pierce CPAs

Tagged Referral Partner · 3 matters won

What Is a CRM for Law Firms?

A CRM for law firms, also called legal CRM software, tracks prospective clients, referral sources and matters in one place, and records every call, email and task along the way. In KudosCRM each inquiry becomes a lead, a signed client becomes a deal in your matter pipeline, and the history stays on one record.

Stage 1

Intake

Stage 2

Consultation

Stage 3

Retainer Sent

Stage 4

Retained

Stage 5

Closed

How Does a Law Firm Handle Client Intake in KudosCRM?

Client intake software for lawyers should move an inquiry from a web form to a booked consultation, with an owner on every record. Here are the four steps.

Capture the Inquiry

Publish an intake form on your site. Every submission lands in an inbox and creates a lead.

Forms

Route to an Attorney

Routing rules match source or title and assign an owner the moment the lead arrives.

Lead Routing

Book the Consultation

Share a booking link so the prospect picks a time, and the meeting lands on the record.

Meetings

Convert and Send the Retainer

Convert the lead to a deal, send the retainer quote, and set a follow-up task.

Deals

Why Do Prospective Clients and Referral Sources Slip Away?

Follow-ups depend on whoever picked up the call. Here is how KudosCRM covers the three gaps firms report most.

The Problem

Intake leads slip through between calls and conflict checks

How KudosCRM Helps

Every inquiry becomes a lead with an owner. Add a Conflict check custom field, give each stage a task template, and filter the list for leads that have gone quiet.

The Problem

Referral sources never get the follow-up they deserve

How KudosCRM Helps

Tag each referring firm or past client, see won and open revenue per source, and watch the Stale badge for sources with open matters and no recent activity.

The Problem

Client data needs to stay confidential and access-controlled

How KudosCRM Helps

Group staff into teams, set role permissions on the server, add per-user overrides for exceptions, and review the audit log to see who changed a record.

Companies

Tag: Referral PartnerIllustrative

Referral sourceWonOpenStatus

Hanlon & Pierce CPAs$18,400$6,200Active

Oakridge Wealth Group$9,800$12,000Active

Marcus Webb (past client)$4,500$0Stale

Calloway Realty$2,200$3,800Stale

Keep Referral Sources Close Without a Spreadsheet

Tag every referring firm, accountant or past client, and see the revenue they sent next to what is still open.

One shared tag library

Tag contacts, deals and leads with the same Referral Partner tag.

Won versus open revenue

Each company row rolls up revenue from matters you won and matters still open.

Stale badges

A badge flags accounts with open deals and no activity for 30 days or more.

Explore Contacts and Companies

Limit Client Records to the Practice Group That Needs Them

Group attorneys and staff into teams, set what each role can do, and add overrides only when one person needs an exception.

Teams for practice groups

Group litigation, estates and corporate staff into teams and assign owners to each.

A permission matrix per role

Set what each role can do. The server enforces it, and the interface hides the rest.

An audit log of changes

Filter by person, expand a row for the before and after, and export the log to CSV.

Need certifications or hosting details? See the Trust Center.

KudosCRM Users and Teams settings showing people, roles and status — Users & Teams in Settings. Sample workspace data.

Send a Retainer Quote and Track It to Acceptance

List your flat-fee services and consultations as products, build the quote from them, and version it as the client negotiates.

Services as products

Add flat-fee services and consultations once, with price books if fees differ by office.

Discount rules

Set limits on what staff can discount, so every quote starts from the right fee.

Quote to order

Track the quote to Accepted, then convert it into an order without retyping.

Explore Quotes

Services Catalog

Illustrative

Initial consultation

Consultations

Flat fee$250

Basic will and testament

Estate planning

Flat fee$1,200

Revocable living trust

Estate planning

Flat fee$3,500

Matter retainer

Retainers

Deposit$5,000

Quote v1Quote v2 · Sent

Keep the Matter Moving After the Retainer Is Signed

Win the deal with a close reason, then run the work from the same record.

Projects for Each Matter

Create a project from the won deal, assign tasks and deadlines, and compare budget against invoiced per project.

Explore Projects

Task Templates

Give every matter type the same checklist, custom fields and default subtasks from a reusable template.

Explore Tasks

Delivery Reports

See cycle time, on-time completion and monthly throughput over any date range.

Explore Reports

Pricing

What Does KudosCRM Cost for a Law Firm?

Per seat, published, with a 14-day Professional trial and no card. Solo and small firms start on Basic. Firms that need unlimited pipelines and priority support choose Professional.

Free

Solo practitioners

$0 forever

Up to 3 seats, no card

3 seats and 1,000 contacts
1 pipeline, 10 custom fields
50 Kudos AI messages a month
Community support

Start Free

Basic

Small firms

$9 /seat/mo

Billed yearly · $12 monthly

Up to 25 seats, 25,000 records
3 pipelines, 50 custom fields
1,000 automation runs a month
Email support in 24–48 hours

Start Free

Professional

Growing firms

$24 /seat/mo

Billed yearly · $29 monthly

Unlimited seats and pipelines
250,000 records, unlimited custom fields
25,000 automation runs, 2,000 AI messages per seat
Priority support within 8 hours

Start 14-Day Trial

Enterprise

Multi-office firms

$49 /seat/mo

Billed yearly · $59 monthly

Unlimited records
250,000+ automation runs
Highest AI allowance, bring your own key
Dedicated success manager and SLA

Talk to Sales

Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat. Compare every plan →

CRM for Every Kind of Law Practice

Practice areas differ, but every firm needs the same thing: no inquiry left unanswered and every referral source remembered.

Personal Injury Firms Family Law Practices Estate Planning Attorneys Immigration Law Firms Business and Corporate Law Solo and Small Firms

Integrations

Works with the Tools You Already Use

Connect Outlook so client email lands on the right record, Zoom for consultations, and Slack for alerts. Chatra brings website chat into the same CRM.

See All Integrations

FAQ

Frequently Asked Questions

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Answer Every Inquiry Before Another Firm Does

Add an intake form, route it to an attorney, and give every prospective client a follow-up date.

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