Legal CRM software, from first enquiry to signed estimate

What our legal CRM software does

Every matter starts as an enquiry, and the first two stages of the rail are where tsuro meets it: business development, then leads and estimates. The CRM and Estimate Management cover both, on the same platform as onboarding, matters and billing, so the details a client gives you at the start are the details on their file at the end.

Legal lead management that keeps the whole history

Leads and opportunities are captured as they arrive, and client information is held in one place rather than across inboxes and spreadsheets. Each contact carries a full interaction history, so whoever picks up the next call knows what was said on the last one. AI-driven insights help your team see where to spend its time.

Fee estimates in minutes with Estimate Management

Estimate Management, EMS for short, builds fee, disbursement and cost estimates in minutes. When the client accepts, the estimate flows straight into Client Hub onboarding, where identity, AML and source of funds checks happen. Our page on client onboarding software for law firms covers that next step.

A referrer portal for the people who send you work

Estate agents, brokers and introducers refer work in through the referrer portal and follow the progress of every case they introduced. They see where things stand without phoning your team, and your fee earners spend less of the day giving updates.

Enquiry to instruction, measured as it happens

Enquiry to instruction is part of tsuro's management information, which is live rather than a monthly spreadsheet. It sits beside work in progress, lock-up and aged debt and matter profitability, so partners can see how new business turns into fee income without waiting for month end.