Details Matter. We Got Them.

CRM for Law Firms. Your Clients Expect You to Know What's Going On. Your CRM Should Help.

A prospective client fills out a form. Another calls the office. Today's consultations are coming up, documents are waiting, follow-ups need handled, and an existing client has a question about a conversation from six months ago. Just another quiet day at the firm. LinearCRM is a CRM for law firms that keeps leads, clients, conversations, appointments, and history connected, so your team can see what happened, what's happening and what needs attention next.

CRM for Law Firms

We Built the CRM We Wished Existed. You're Welcome.

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One Price. Every Feature.
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No starter tier. No enterprise maze. Get the whole CRM without paying extra every time you discover a feature you actually need.

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15 Minutes. You're Basically Ready.
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Our Setup Wizard gets you configured without an implementation project, expensive consultant, or engineering degree. Follow the steps and get to work.

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Everything Together. Finally.
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Calls, forms, chats, appointments, proposals, contracts, photos, tickets, payments, and activity live together on the customer record. One timeline. One source of truth.

“Who Spoke With This Client Last?” Your CRM Shouldn't Need to Think About it.

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Law firms collect information from the moment someone first reaches out. Calls, forms, emails, notes, consultations, documents, agreements, appointments, invoices, and payments can pile up quickly, especially when several people at the firm are involved. Then someone asks a perfectly reasonable question and suddenly the answer is hiding in an inbox, a note, or the one person who happens to remember the conversation. A CRM for law firms keeps the relationship and activity connected, so your team can quickly understand what happened, who was involved, and what comes next. Less searching. More knowing. Much better.

That relationship may also last a lot longer than the initial matter. A past client may return years later, refer someone else, or need help with something entirely different. Business clients can add another layer with multiple contacts, ongoing needs, and different people involved in decisions, documents, and billing. LinearCRM gives law firms the flexibility to manage individuals and business accounts in the same CRM without pretending those relationships work exactly the same way. Because they don't. And your CRM should know the difference.

Organized Contacts Are Nice. Organized Relationships Are Better.

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A CRM for law firms should help your team understand the entire relationship. Where did the lead come from? Who followed up? Is a consultation scheduled? What conversations have happened? What documents were sent? Has the client been invoiced? You know, the minor details that somehow matter quite a bit.

  • Leads + Client Intake

    Keep inquiries, calls, forms, consultations, and follow-ups connected as prospective clients move through your firm's intake process.

  • Individuals + Businesses

    Manage individual clients and business accounts with the appropriate structure for each, including multiple contacts, and relationships when needed.

  • Marketing + Lead Sources

    Track where inquiries originate and connect calls, forms, chats, and marketing sources to the clients and business they ultimately generate.

  • Appointments + Calendars

    Manage consultations, meetings, deadlines, and follow-ups, then sync with Google or Microsoft calendars to keep schedules connected.

  • Conversations + History

    Keep calls, notes, communications, and activity together so your team can quickly understand the history of the client relationship.

  • Documents + Agreements

    Keep agreements, correspondence, and other important documents connected to the appropriate client instead of scattered across multiple systems.

  • Requests + Internal Projects

    Assign requests and internal work, establish priorities, track due dates, and give your team visibility into what needs attention next.

  • Invoices + Payments

    Send invoices and collect card or ACH payments directly inside LinearCRM, keeping billing and payment activity connected to the client record.

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Get Started with LinearCRM. No Nonsense. Just CRM.

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We Didn't Need Another CRM. We Needed a Better One.
There's a Reason We Did Things Differently.
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We've spent more than 20 years working alongside small and medium sized businesses, and let's just say we developed a pretty good list of things we wanted from a CRM... and things we absolutely did not. See why we built LinearCRM differently, what we left out on purpose, and why we're pretty darn excited about what made the cut.

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Okay, But What Does LinearCRM Actually Do? Glad You Asked.

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This is where we get into the good stuff. LinearCRM is packed with CRM features small businesses need to manage what happens from the first “I'm interested”, through everything it takes to turn that person or business into a customer and keep the relationship moving. Some features help you stay organized. Some save you from paying for another system. Some simply eliminate the daily “Where the heck did that go?” hunt. All of them are included. All of them connect. And yep, it's still $19.99 per user.

Leads, Customers & People

Manage businesses, individual customers, contacts, and leads while keeping everything connected to the right record. Jobs, contracts, tickets, documents, photos, and activity follow along, so your team can see the relationship without piecing it together every time.

Customer Activity Timeline

See the entire customer story in one chronological timeline, including all calls, forms, chats, emails, texts, meetings, tasks, notes, orders, and status changes. Open the record and see what happened, who did it and what likely needs to happen next. Pretty handy.

Global Search

Search across leads, customers, people, jobs, tickets, documents, photos, estimates, proposals, contracts, products, and more from one search bar. Type a phone number, email, name, address, keyword, or whatever detail you can remember, and find the record without playing Where the heck did we put that?”

Daily Summary & Workflow Management

See what needs your attention today with customizable boards for the workflows your team actually uses. Drag and drop records through statuses, filter by teammate, and view today's meetings, jobs, and ticket deadlines without bouncing between screens all morning.

Call Tracking

Track inbound calls directly inside LinearCRM. Calls can be recorded, matched to the appropriate customer, and added to the activity timeline, while unmatched callers can become new leads automatically. The phone rings. LinearCRM remembers. *Requires CallRail connection.

Reporting With Drill-Down

Track activity, lifecycle, jobs, sales, proposals, contracts, tickets, and more with reporting that goes beyond pretty charts. Set goals, compare time periods, and click into the actual records behind the numbers to understand what's happening and, more importantly, why.

Calendar & Two-Way Sync

Keep meetings, jobs, and ticket due dates together, then connect Google or Microsoft 365 for two-way calendar sync. Your CRM knows what's on your calendar. Your calendar knows what's in your CRM. Now everybody's finally on the same page. About time. Pun intended.

Estimates, Proposals & Contracts

Move opportunities from internal estimate to customer-facing proposal to signed contract without retyping the same information three times. Products, services, and related details carry forward, helping your sales process keep moving. No need for copy and paste.

Jobs & Work Management

Schedule and manage jobs inside your CRM with services, products, value, purpose, status, assigned teammates, and scheduling information. Connect documents and photos, create recurring work, and keep the job tied to the customer, proposal, and contract it came from.

Tickets & Project Management

Manage customer requests, internal projects, and follow-up without adding another system. Create tickets with priorities, statuses, due dates, assignments, attachments, notes, and customer comments, then connect them to related records. Yep. Project and request management is built in too.

Form Tracking & Marketing Attribution

Capture website form submissions in LinearCRM, including submitted information and available source, campaign, and landing page data. Match existing records or create new leads, connecting where the lead came from with what happens next. *Requires CallRail connection.

CSV Import & Export

Bring existing customer, people, product, and service data into LinearCRM using CSV files, with multiple import options, depending on what you're trying to accomplish. And when you want your data out, export it. Your business. Your customers. Your data. Seems pretty straightforward to us.

Documents & Photo Management

Upload contracts, permits, project files, before and after photos, and other documents directly into LinearCRM. Connect them to the customer, person, job, proposal, contract, ticket, and more, so the file you need is actually where you'd expect it to be. Wild concept.

Products & Services

Build the products you sell and services you provide directly into LinearCRM, including pricing, categories, and other important details. Then use them across estimates, proposals, contracts, jobs, and tickets so your team isn't recreating the same information every time. Once is enough.

WooCommerce Integration

Connect your WooCommerce store so online orders become part of the customer story instead of living in their own little e-commerce universe. Orders can match to people automatically, roll up to the customer record, and appear alongside calls, forms, and other activity.

Invoices & Stripe Payments

Send invoices and accept card or ACH payments while keeping payment activity connected to the customer record. Card payments are 3.15% + $0.30, while ACH is 1.05% capped at $10 per transaction. Getting paid is exciting. Paying ridiculous fees to get paid? Less so.

Website Chat

Bring website conversations directly into the same CRM where the rest of your customer activity already lives. Chats can match to the appropriate person or lead, appear on the timeline, and carry available marketing attributions with them. One less disconnected system. We like the sound of that.

Customizable Settings

Configure statuses, phases, lead types, sources, job purposes, ticket purposes, categories, and more around the way your company actually operates. Hide modules you don't need and adjust your workspace without calling a developer, consultant, or someone who charges by the hour.

Small But Mighty Deserves Powerful But Simple. Meet LinearCRM.

LinearCRM was built for the people building, selling, serving, fixing, growing, and doing whatever else the day throws at them. Start your free 7-day trial today or get in touch. Real humans are standing by. Well, probably sitting.

Talk CRM to Us. We Promise to Speak Human.

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Questions? Good. We Have Answers.