Your whole practice, in one place
Clients, matters, key dates, files and a client portal, with the Associate working on every matter alongside your team.
Key dates for the next two weeks, your tasks, open matters by type and what the team did.
Sample firm and data; every name is fictitious.
Run the practice,
not the spreadsheet.
Clients and matters every client, every matter, its type, team and next date, in one grid you can sort, filter and board by status.
Key dates that do not slip hearings, filings and limitation dates on each matter's calendar, synced to Google or Outlook, with a Meet or Teams call when you need one.
A portal for your clients a private link per person, in your firm's colours: their matters and dates, intake questions, documents up and down, and messages with your team.
The Associate knows the practice ask about any client or matter; it reads the files, cites them, and proposes the next date, task or email for you to approve.
Matter briefs from every file a summary, key facts with their source file, issues, open questions and strategy, written from the whole matter and kept current.
Connected to your tools Gmail or Outlook, Google Drive or OneDrive, calendars and Meet or Teams transcripts, each connected by the person who uses it.
Your team, with the right access invite the people who work with you, share a matter as view or edit, and see who did what on every record.
The work stays on the matter files, notes, tabular and playbook reviews, chats and a timeline live on the matter they belong to, never in a loose folder.
Common questions
What is Justis CRM?
The practice workspace for law firms: clients, matters, key dates, tasks, files, a client portal and your team in one place, with the Justis Associate reading every matter alongside you.
Who can use it?
Justis CRM is for law firms and legal teams, by invitation. Book a short call with our founders and we set up your firm's workspace. Anyone signed in to Justis can explore the demo workspace first.
What is in the demo?
A sample firm with nine fictional clients and ten matters across litigation, transactions and compliance, each with real sample documents, key dates, a timeline, tasks and client messages. You can open the client portal preview and ask the Associate about any of it.
How does the client portal work?
Each person at a client gets a private link, in your firm's name and colours. They see their open matters and coming dates, answer your intake questions, send and receive documents, and message your team. Nothing is shared they were not given.
Do key dates reach my calendar?
Yes. Connect Google Calendar or Outlook Calendar and a matter's key dates sync to it, with a Google Meet or Teams call added when you choose one.
Can I bring my existing matters?
Yes. Every matter you already have in Justis becomes a matter in the CRM, and files import from Google Drive or OneDrive into the right matter.
Is my clients' data safe?
Each person sees only the clients and matters they are on, a matter can be shared as view only, every change is recorded with who made it, and connections to Gmail, Outlook and drives are personal and encrypted.
See it with your own matters
Book a call and we will set up Justis CRM for your firm. Or open the demo workspace now.