What makes this a CRM for legal, not a generic one?

A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Legal template sets up your own pipeline (Intake → Conflict Check → Engaged → Discovery → Litigation → Settlement → Closed), your records and fields in legal terms, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.

A question box over your own records. Ask "Which deals in “Discovery” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.

What does the legal agent do?

It is the assistant inside your CRM, with legal expertise: it knows your pipeline, your clients & matters and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.

How long does setup take?

Minutes. Sign up, choose the Legal template, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.

Can my whole legal team use it?

Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.

How much does the legal CRM cost?

Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Victoria and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.

Legal CRM with Your Industry Agent

Name: EngageSuite360
Brand: EngageSuite360
Price: 59 USD
Availability: InStock

Screenshot pending: Legal Docket in EngageSuite360 (engagesuite/es360/board-industry-legal)

Law firms

Legal Docket

Matters against their statute dates, filings still in draft, and the heaviest caseloads.

LGSOLStatute risk · ≤ 60 daysLive
LGOPNOpen mattersLive
LGFDHFiling deadline hit rateLive
LGFEEEstimated fees · openLive

Traced to its query

LGSOL Statute risk · ≤ 60 days

Open matters still at an early stage whose statute of limitations falls within the next 60 days.

Formula: COUNT(matter) WHERE stage IN ('Intake','Conflict Check','Engaged','Discovery') AND 0 ≤ statute_of_limitations − today ≤ 60 days — matters = crm_industry_objects(object_id='matters', status ≠ 'Closed').data ∪ open crm_deals.custom_fields.statute_of_limitations
Sources: crm_industry_objects (matters)crm_deals.custom_fields.statute_of_limitationsGET /api/v1/crm/boards/industry → legal.risk60
League stat: Shot clock violations
Window: today
Note: A matter past the early stages (Litigation, Trial Prep, Settlement) has been filed — its statute is satisfied and it is drawn as filed, not at risk.

LGOPN Open matters

Matters (the Cases / Matters object) not closed.

Formula: COUNT(*) FROM crm_industry_objects WHERE object_id = 'matters' AND data->>'status' ≠ 'Closed'
Sources: crm_industry_objects (matters)GET /api/v1/crm/boards/industry → legal.openMatters
League stat: Games in progress
Window: today

LGFDH Filing deadline hit rate

Of the filings whose deadline fell in the last 90 days, the share filed on or before the deadline.

Formula: 100 × COUNT(filed_date ≤ filing_deadline) ÷ COUNT(*) FROM crm_industry_objects WHERE object_id = 'documents' AND today − 90 days ≤ filing_deadline < today
Sources: crm_industry_objects (documents — Filings)GET /api/v1/crm/boards/industry → legal.filings
League stat: Free-throw percentage
Window: last 90 days

LGFEE Estimated fees · open

The estimated fees on every open matter, added up.

Formula: SUM((data->>'estimated_fees')::numeric) FROM crm_industry_objects WHERE object_id = 'matters' AND data->>'status' ≠ 'Closed'
Sources: crm_industry_objects (matters).data.estimated_feesGET /api/v1/crm/boards/industry → legal.feesOpen
League stat: Payroll on the field
Window: today

The CRM for Legal, with Your Industry Agent Built In

Your pipeline, pre-built on day one

Your legal numbers, traced to their source

Legal Docket

A generic CRM makes you translate. This one starts in your words.

Ask CRM on your legal records

Drafts Victoria would suggest for a legal team

Meet Victoria, your legal agent

Beyond the CRM: agents that take whole legal jobs

Latest from Victoria · newest first

Everything a legal team needs, in one CRM

Frequently asked

Your legal CRM is set up the moment you sign in

CRMs for other industries