EngageSuite360 is a free CRM built for legal businesses: your pipeline (Intake → Conflict Check → Engaged → Discovery → Litigation → Settlement → Closed) and your clients & matters are set up the day you sign in, in the words your team already uses. Contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports are included. No subscription, no credit card.
This is the exact deal pipeline the Legal template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Clients & Matters, with fields and terminology tuned to legal.
Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Clients & Matters, with fields for the work legal teams actually do. Ready when you sign in.
The CRM has no monthly fee and no end date. Unlimited contacts and unlimited teammates. No credit card at sign-up.
We earn when a business adds AI agents, such as an AI front desk or an agent for one legal job. Agents are never switched on for you.
An agent is only as useful as the records it works in. Agents added later work in these same clients & matters, so nothing has to be moved.
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
The agent triages inbound messages by urgency, schedules callbacks during attorney availability windows, sends proactive status updates on configurable cadence, logs all interactions for billing.
The agent monitors A/R aging in real-time, appropriate escalation tone, presents standardized payment plan options, maintaining client relationships while protecting firm revenue.
A paid upgrade, added when you choose. The CRM is complete without it.
Victoria knows legal inside out and helps teams like yours get set up on EngageSuite360 in minutes. Ask anything — Victoria chats, speaks out loud, and can even talk with you live by voice, right here on the page.
Victoria also answers the phone for legal businesses and writes every call into this CRM — add Victoria as your receptionist →
Legal problems, one at a time — what changes when an AI agent handles them.
We’re not going to quote you a statistic about other businesses. Put in your own two numbers and do the arithmetic yourself.
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 all core CRM modules: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents, and reports. No credit card required.
Yes: no subscription and not a trial, with unlimited contacts and teammates. We earn when a business adds AI agents, such as an AI front desk from The Front Desk Company, which work in these same records, so nothing has to be moved when you add one.
The CRM is complete without them. When you add agents, they take the communications first: answering calls, sending reminders, following up. Then they handle the data work, writing every action to the same clients & matters your team uses. Your people stay with the customer in front of them. Agents are a paid upgrade and are never switched on for you.
Minutes. Sign up, choose the Legal template, and your pipeline, terminology, and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar, and reports, so handoffs happen in the CRM instead of in text threads.
No subscription, unlimited teammates, no credit card.
Set up my Legal CRM