Bespoke

Solutions / Legal / Client Relations Management

Bespoke CRM Solutions

Win more clients, streamline consultation follow-ups, and keep case communication clear with custom relationship management tools engineered specifically for legal practices.

See the demo

Interactive prototype

Legal client relationship management software in action.

See how a custom portal scores and tracks new leads, automates consultation scheduling, and uses smart intake tools to turn inquiries into signed matters.

Legal

Personal Injury Intake System

Lead scoring, automated consultation scheduling, and smart intake tools that turn inbound inquiries into signed matters.

What you’ll seeTrack every inbound lead from phone, email, and web forms, with scoring, follow-ups, and a live pipeline value.

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Please note that the above demo is not an out-of-the-box solution that Bespoke AI sells. It is merely meant to demonstrate our ability to make effective platforms. All solutions are tailored specifically for each client's unique needs.

Core capabilities & client management

Build stronger client relationships without the administrative burden.

Off-the-shelf CRMs are often built for generic sales teams, not law firms handling sensitive consultations and strict conflict checks. We build bespoke CRM solutions designed around how legal practices actually attract, onboard, and communicate with clients.

Inquiry to retained matter · last 90 days Lead score ≥ 60 qualifies Illustrative

Reyes Clarke LLP · Client portal

Martinez v. Apex Builders

  1. ConsultationMar 4
  2. Engagement signedMar 6
  3. Discovery72%
  4. MediationOct 21
  5. Trial preparation—

Documents we need

Medical records✓

Wage statements✓

Repair estimate✓

Next date Mediation · Oct 21 · 9:30 AM · Dept. 14
What the client sees, updated from the matter file.
Pipeline

Tailored legal client relationship management software

  • Track prospective clients from their first website inquiry all the way through retention without losing details along the way.
  • Automate initial conflict checks, consultation bookings, and fee agreement dispatches so potential clients get immediate attention.
Assistant

Embedded legal AI assistant for faster follow-ups

  • Deploy a private legal AI assistant to summarize inbound intake notes, highlight key case facts, and draft personalized response emails for your review.
  • Help your intake team answer prospect questions quickly while maintaining a professional, human touch.
Portal

Automated client update portals

  • Give clients a clear, secure view of their case milestones, upcoming court dates, and outstanding document requests.
  • Reduce repetitive status call volume while keeping clients informed and confident in your firm's progress.
Sync

Practice management & billing synchronization

  • Connect your intake system directly to tools like Clio, MyCase, or QuickBooks.
  • Automatically convert retained leads into active legal matters and generate initial retainer invoices in a single step.

Data security & confidentiality architecture

Enterprise security and closed AI-loops.

Protecting prospect data and attorney-client privilege is essential. We build every tool with strict data privacy controls so your firm's sensitive information remains completely confidential.

Closed AI-loops (zero public model training)

  • All data entered into any system that Bespoke AI builds stays strictly inside your firm.
  • Your information is never shared, used to train public AI models, or exposed to third parties.
  • Bespoke AI will never own, nor attempt to claim to own, your data.

SOC 2 compliant infrastructure

  • Built following industry-standard SOC 2 security principles to protect your firm against unauthorized access and data leaks.
  • Set granular access controls so staff members only see the files and matters relevant to their work.

AWS cloud protection

  • Hosted on Amazon Web Services (AWS) using strong bank-level encryption (AES-256 at rest and TLS 1.3 in transit) to keep your files safe around the clock.

Bespoke vs. subscription

Legal CRMs shouldn’t charge per attorney to track a lead.

Legal CRM and intake platforms charge per user, per attorney, and often per intake channel, so the cost of tracking leads grows with your firm instead of shrinking as you get more efficient. A bespoke CRM is built once around how your practice attracts and signs clients, with no seat-based rates.

Five-year cost of ownership Illustrative
LaunchYr 1Yr 2Yr 3Yr 4Yr 5Cumulative cost Break-even What you keepno renewals,no seat fees Per-attorney CRM seats Bespoke build
Per-attorney CRM seatsBespoke build
Seat-based CRM pricing rises with every attorney and every renewal. A bespoke build is a one-time investment plus predictable upkeep.
  • 01

    No per-seat CRM fees

    Our pricing is market competitive, and we never charge per attorney, per user, or per lead. Add intake staff and practice areas without paying for more seats. Bespoke costs less in the long run.

  • 02

    Built around your intake

    A User Experience Designer is assigned to every project and works with your attorneys and intake team to design exactly the lead scoring, conflict checks, and follow-ups your firm uses.

  • 03

    Your clients, your data

    Lead history, client records, and the source code belong to your firm, never to a vendor that could change its terms or access.

  • 04

    Support long after launch

    We stay on after launch to handle support issues, add channels and features, and respond to emergencies so no lead falls through the cracks.

  • 05

    Branded for your firm

    Intake forms, client portals, and automated follow-ups carry your firm’s name and colors, so prospective clients see your brand from first contact.

Solutions / Legal / Client Relations Management

Ready to build a bespoke CRM for your firm?

Partner with specialized software engineers and SMEs with legal backgrounds to design private, SOC 2 compliant solutions tailored to your firm's unique needs.

Status
Prospect · ready for consult
Book consult · Contact See more demos

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Documentation automation

Legal contract automation, clause mapping, and private RAG search across your precedent vault.

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Legal workflow automation

Automate intake, smart forms, matter tracking, and task routing across your practice management stack.

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All legal solutions

The full range of custom legal software Bespoke builds for firms and in-house legal departments.

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Most of the intake volume arriving by email? Pair this with automated email response software.