Legal Practice and Case Management CRM: Confidential Onboarding, Hearing Reminders, Retainer Billing and Document Vaults

Law firms handle confidential matters, long timelines, hearings in several courts and a mix of retainers and hourly fees. Dates and documents are the practice, and both are often kept in diaries and shared folders.

In Triostack CRM, a new client goes through confidential onboarding: a conflict check, a signed engagement and an access list limited to the team on the matter. Each case has its hearing dates on the calendar with reminders to the advocate and the clerk, and the next date is always visible. Retainers and fees are recorded with an amount, a cycle and the invoices raised, so billing is always up to date. Documents for each matter sit in a document vault with roles that limit who can open them and a log of access.