Done automatically
- Gathers requests from all channels in one place
- Fills in a contract or power of attorney from a template
- Sends reminders about deadlines, documents and payments
- Sends a report every Monday: new requests and payments
ServicesBusiness automationFor lawyers and accountants
CRM for lawyers and accountants
CRM for lawyers and accountants
A CRM for lawyers and accountants, built on your own tools: requests land in one place, the contract fills in from the client record, and Telegram reminds you of deadlines and payments.
- Price quoted personally
- Your CRM or Google Sheets
- Automatic deadline reminders
Just write — I’ll take it from there. I’ll estimate your task at no cost.
Sheetall leads together
CRMdeals and clients
To your Telegraminstantly, with the source
Remindersto clients, automatically
What it is
CRM for attorneys and accountants — without extra software
A lawyer’s client writes in a messenger app, calls, emails a scan — and one case ends up scattered across three places. An outsourced accountant has a different problem: every month dozens of clients have to send bank statements and source documents, and half of them need reminding.
If you have a CRM, I connect the automation to it — nothing needs to change. If you don’t, you don’t have to install a new one: I pick the tool for the task, and Google Sheets is often enough as a simple client database. Telegram alerts you to new requests and upcoming deadlines.
It fits a solo attorney, a law firm with several lawyers, an outsourced accounting firm and a translation agency — anyone who lives by deadlines, documents and regular clients.
Gordey Fisun · updated
The line
What automation does and what stays with you
Automation takes the routine; decisions on the case are always yours.
Stays with you
- Consultation and case assessment
- Checking a document before signing
- Anything the automation isn’t allowed to decide — it stops there and hands the case to you
For your practice
Attorney, accounting firm, translation agency: what’s different
The processes are similar, but the pain points differ. Here’s what I set up in each case.
Solo attorney
Requests at night and on weekends don’t get lost: a form on your website or a messenger bot collects the gist of the question and contact details, and you get a short message. It reminds you of a hearing the day before.
Law firm
New requests are assigned to lawyers by your rule — by area of law or in rotation. The head of the firm sees who is handling each case and what stage it’s at.
Outsourced accounting
Every month clients automatically get reminders to send their bank statement and source documents, and you get a list of those who haven’t yet. Same for service payments.
Translation agency
The scan, language pair, deadline and whether notarization is needed — all in one record. The client gets a message when the translation is ready; you get one when the deadline is coming up.
AI sorts voice messages and emails
A client dictated their situation or sent a long email — AI sorts it into the fields of their record. The automation gives no advice on the case: that’s your job.
Client data stays on your accounts
The spreadsheet, CRM and Telegram are registered to you, and the access is yours from day one. If you stop working with me, the client database stays with you.
What’s included
CRM system for lawyers and accountants: what’s included
All requests in one place
Website form, messenger, email — the request lands in a spreadsheet or your CRM with a source tag and the gist of the question, and you get a message. If the client has written before, it goes into their existing record.
Contract and power of attorney from a template
Full name, ID details and the scope of authority are taken from the client record and dropped into your template. You check and sign instead of retyping.
Deadlines and payments under control
Hearing dates, filing deadlines, translation due dates — all in the record. The day before, you get a reminder, and the client gets one about payment or documents.
Every client’s history
Requests, contracts, agreements and payments — in one record. A colleague picks up the case without asking the client the same questions again.
Live demo
Watch a lead go through on its own
This is working code, not a picture. Send a request and you’ll see where it lands and who finds out.
How it works
How I set up a CRM for a law firm
All you do is tell me how requests and documents flow today.
You tell me
Where clients come from, which documents you prepare every time and which deadlines give you the most headaches. After a few questions, I name the price.
I map out the case flow
Request → client record → contract → reminder. You see every step and what goes where before launch.
We test on real requests
The automation runs alongside your usual work until the records and documents match what you do by hand.
I switch it on and hand it over
You get the access, and the log is right in front of you. If the power of attorney template or a reminder rule changes, we update it in one place.
5.0 · 37 reviews
- You decide whether to move forwardAfter each stage, you can stop the project. You pay only for completed and accepted stages. I refund any prepayment for stages not yet started.
- The price is final. Overruns are on meIf the task hasn’t changed, the amount named at the start doesn’t grow. If it has, we talk first, then I do the work.
- Not what we agreed — money back
- Bugs are mine. 6 months at no cost
- Critical issues — within 2 hours
- Code, domain, data — yours from day one
Questions
Questions from lawyers and accountants
Can you build a CRM for lawyers and accountants if I don’t have one yet?
Yes, but you don’t have to install new software: I pick the tool for the task, and Google Sheets is often enough for a lawyer as a simple client database. Requests, contracts and deadlines land there on their own, and notifications come to Telegram.
Our accounting firm already has a CRM. Will we have to switch?
No. The automation connects to the CRM your accounting firm already uses, and requests, reminders and documents from templates land there on their own.
What should I prepare for the first conversation?
For the first conversation, it helps to have your contract or power of attorney templates, a list of channels clients write from, and the deadlines you need reminders for. Don’t have it at hand? Just tell me in your own words — I’ll ask questions to fill in the rest.
Where is an attorney’s client data stored?
Client data is stored on the attorney’s own accounts: the spreadsheet, CRM and Telegram are theirs. The code, access and data belong to the attorney from day one and stay with them, even if we stop working together.
Will this work for a translation agency?
Yes. For a translation agency, an order with the scan, language pair and deadline lands in one record, and the client gets a message as soon as the translation is ready.
Can the automation answer a client’s question about their case on its own?
No. Automation for lawyers and accountants collects requests, sends reminders and fills in templates, and where advice or a decision is needed, it stops and hands the case to a person.
How much does automation for a law firm cost?
I’ll name the exact price of automation for a law firm or an accounting firm after our first conversation — and it won’t go up after that.