Who it's for · Professional services

CRM for Law Firms and Solo Attorneys

A CRM for law firms organizes intake so every prospective client gets a timely response. CasperPortal collects case details through intake forms, tags each lead by practice area and assigns it to the right attorney, lets prospects book a consultation online, and follows up automatically until they retain you or decide not to.

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What slows law firms down

Attorneys are in court or meetings

Prospective clients call when they need help. If nobody answers, they keep calling other firms.

Intake is inconsistent

When intake details are scribbled on notes or in emails, conflicts checks and follow-up get delayed.

Consultations do not convert

People often need time after a consultation. Without a follow-up process, they go quiet.

A CasperPortal workflow for law firms

A prospective client fills out an intake form on your website
CasperPortal tags the lead by practice area and assigns it to the right attorney
They receive a text with a link to book a consultation
Reminders go out before the consultation
If they have not retained the firm, follow-up messages go out on your schedule

Features law firms use most

Lead Capture Forms

Forms that embed on your current website and turn every submission into a CRM contact with follow-up.

Workflow Automations

A visual, no-code builder for multi-step follow-up with if/then logic and ready-made templates.

Appointment Booking

Online booking with Google and Outlook sync, automatic reminders and deposits at booking.

Missed Call Text Back

An automatic text to every caller you miss, so they hear from you before they call someone else.

Law Firms FAQ

How do law firms use automated intake?

Firms use CasperPortal forms to collect initial case details. Based on the answers, the system can tag the lead by practice area and assign it to the right attorney for follow-up.

Is CasperPortal a case management system?

No. Keep matters, documents and billing in your practice management software. CasperPortal handles intake, consultations and prospective-client communication.

How is client data protected?

See our security page for how CasperPortal handles data. Ask on a demo if your firm has specific requirements.

Your next best step

14-day free trialBilled only after the trial; cancel during it and pay nothing.
$97/month after the trialSelf-serve checkout from the trial page. $297/month and annual billing are on the pricing page.
Month-to-monthNo long-term contract and no setup fee on the self-serve plan.
Keep your numberPort your business number or add a local number that forwards to you.
Local peopleBuilt in Georgetown, MA by Jared and Mark Casper. Call or text (207) 222-7737.