Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Law Firms. Every inquiry, referral and consultation on one record

AI CRM is a CRM for law firms that fills itself: every person who calls, chats, writes or fills an intake form becomes a contact, with the whole story on one record. Deals open on the first sales signal, such as a flat fee quote asked for, and only a person marks one lost, so partners read the record instead of typing it.

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Zanus AI · AI CRM · Contacts & Leads

CRM for law firms: every person from every channel, with the source and status of each, real Zanus AI screen

Contacts & Leads

Everyone who leaves a name with an e-mail or a phone, on any channel, lands here with where they came from; imported lists wait in their own tab.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Rename the stages to inquiry, consultation, engagement sent, signed and lost.”

Lisa“The deal stages will read inquiry, consultation, engagement sent, signed and lost, with every deal kept where it stands. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Law Firms use it

A referral from another attorney calls Monday; the record already holds Friday's form, its source and the consultation she booked.

Before calling a prospective client back, the attorney presses Brief me and reads one page: who, what was asked and what was sent.

The managing partner sorts by READY TO BUY and sees who opened a fee quote this week, with the reason under each name.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

One record

What a CRM for law firms keeps without being asked

Inquiries from every channel

A name with an e-mail or a phone, given on a call, a chat, an intake form or a mail, becomes a contact by itself, with its source on the row.

The whole story

Calls, chats, forms, mail, quotes, files and tasks sit on one timeline, newest first, so the attorney calling back sees what the client already said: a better client experience, with nobody typing.

A health score with its reason

Each contact carries a score from 0 to 100 and a tooltip saying why it moved; READY TO BUY sorts the people with signals in the last fourteen days.

Brief me before the call

One press and Lisa writes a one-page brief from the story: who the person is, what was asked, what was sent and what to say next.

Written in their hours

The time zone comes from the country, so mail the AI writes waits for seven in the morning to seven in the evening in the client's own time.

Imports reviewed, exports logged

A contact list you import waits in Import review until accepted one by one, and only Managers can export client data, each export logged.

Pipeline

A law firm CRM pipeline from inquiry to engagement

Stages in your words

Keep the stages as shipped or rename them to inquiry, consultation, engagement sent, signed and lost, as a board or a sortable list.

Deals that open themselves

A deal opens on the first sales signal, such as a flat fee quote asked for, named for what started it, with the person and the company.

Every move written down

The stage history keeps when a deal moved, who moved it and why; the machine never moves a deal back and never marks one lost.

Lost, with the reason

Only a person marks LOST, and a reason is asked; the win and loss report then shows the stage where inquiries stop and the days in each.

A day at the firm

Law firm CRM software moments, from coffee to the last call

Before the first coffee

Sort by READY TO BUY: people who opened a fee quote or replied in the last two weeks come first, each with the reason, so business development starts with the warmest names.

Before a callback

Ask Lisa for a brief on a prospective client and read one page instead of three inboxes before you pick up the phone.

When an inquiry goes quiet

Ask which quoted inquiries have been silent for a week; the list comes back with each contact's health and the follow-up plan running for them.

When someone asks to stop

Tell Lisa to pause all marketing to one person; every scheduled step holds until you resume, and a reply written by hand still goes out.

Compared

CRM software for law firms compared with the usual tools

For a firm's front office	A spreadsheet	A CRM you fill in	Separate phone, chat and mail tools	AI CRM
New inquiries	Typed in when someone remembers	Typed in by staff	Scattered across three inboxes	Captured by themselves: from calls, chats, forms and mail
The referral source	A column often left blank	A field to fill	Lost between tools	On every row: kept from the first contact
Before a callback	Search the sheet and the mail	Read notes someone wrote	Open each tool in turn	Brief me: one page written from the whole story
Deals lost	Deleted rows	Closed when someone tidies up	Not tracked	Marked by a person: with the reason and the stage it stopped at

Set-up

Your CRM for small law firms, ready in 2 minutes

Nothing to type on day one

Every call, chat, mail or answer to your intake forms that gives a name and a way to reach the person lands in Contacts & Leads from the first day.

Your kinds of contact

Tell Lisa the kinds you use, such as prospective client, client, referring attorney and adverse party, and she fills the settings for your yes.

Your stages and fields

Rename the deal stages to the steps of your intake process and add fields such as practice area, county or court, as text, a number, a date or a choice.

A week on your own inquiries

Try it on your own firm's inquiries for 7 days, no credit card needed, then read each contact and deal it created.

Questions & answers

Frequently asked questions about a CRM for law firms

What is the best CRM for a law firm?

The one nobody has to feed. Look for contacts captured from every call, chat, form and e-mail, the source of each inquiry kept, client relationships followed from the first contact, deals that move as the client acts and a price per company. AI CRM does all of it and shares one record with your intake line, chat and forms.

Do law firms use a CRM?

Yes, and law firms need one for the side of the firm that comes before the matter: who called, who referred them, who booked a consultation and who went quiet. Case management stays in your practice tools; AI CRM, with AI Web Forms, is client intake and CRM software for law firms that keeps that front-office side, from first contact to signed engagement.

What is a CRM in a law firm?

Legal CRM software is client relationship management for potential clients and current ones: one record per person with every call, chat, form and e-mail, the referral source, the consultations booked and the deals in progress. In AI CRM those records fill themselves from the Front Office: the AI does the data entry, and nobody types the intake twice.

Is AI CRM a case management system?

No. It does not track court deadlines, time or billing. It is the client-relationship side of the front office: inquiries, referrals, consultations, follow-up and engagement. Documents per matter can live in AI File Cabinet, and your case management system keeps the matter work.

Can we keep adverse parties and referral sources apart from clients?

Yes. Contact management follows the kinds of contact your firm names, such as prospective client, client, referring attorney or adverse party, and one person can belong to several. The source of every inquiry stays on its row.

Does the CRM run a conflict check?

No, it keeps what a conflict check needs. The parties and adverse parties your intake asks for land on the record, found by name from the toolbar, and companies form from verified e-mail domains. The conflict decision stays with your own check and your attorneys.

How do inquiries get into the CRM?

By themselves. Anyone who gives a name with an e-mail or a phone on a call, a chat, an intake form, a mail or a presentation request becomes a contact, with the source on the row. A visitor who never gives a name stays out, and an imported list waits in Import review first.

Does the CRM run our law firm marketing?

It feeds it. AI Marketing sends email marketing, such as a client update, to a segment filtered from the CRM's tags, stages and sources, only to contacts whose consent allows it. AI Follow-up runs the marketing automation for inquiries that did not book, signed by a named person of the firm and stopped the moment they answer.

Can the CRM record client calls?

With AI Phone, every call the AI answers lands on the contact's timeline with its transcript and summary. Recording is off as shipped; switch it on and each call keeps its recording and transcript in the call register.

Can we add our own fields, like practice area or county?

Yes. Add fields of your own to contacts, companies and deals, as text, a number, a date or a choice, and rename the deal stages to your intake steps. Lisa shows each change before and after and applies it on your yes.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Law Firms ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.