A solo lawyer or practice manager keeps 40+ cases in mind at once. Claim filing deadlines are written in a paper planner, client correspondence is scattered across personal email and messengers, and contract templates sit in a folder “Documents_new_final_2” on the desktop.
One missed appeal filing deadline — and the client loses the case, and the company loses its reputation and money.
Setting up Bitrix24 for a law firm solves this problem: every case gets a digital trace, deadlines are monitored automatically, documents are stored centrally, and all communications are logged.
Over 5 years of practice, we have completed more than 150 implementation projects, including 20+ in the legal sector. We are ready to design a system for your process — from audit to training.
CRM for clients and cases
A contact is an individual, a company is a legal entity. Custom contact fields: INN/UNP, client type, case category, source. The deal pipeline reflects the client journey from inquiry to completion:
- Inquiry — initial consultation
- Case assessment — document review, prospects
- Commercial proposal — calculation of service cost
- Contract — signing, advance payment
- In progress — case assigned to lawyer
- Completed — work done, act signed
Each deal is linked to the case card and allows you to see the financial component. Robots automatically change the stage when an event occurs: for example, after payment is recorded, the deal moves to the “In progress” stage.
How smart processes replace case folders
The key entity for a law firm is the case (matter). Smart process “Case” with stages and fields:
| Field | Purpose |
|---|---|
| Case number | Internal accounting |
| Case type | Civil, arbitration, criminal |
| Court/Instance | Where it is heard |
| Responsible lawyer | Assigned to employee |
| Opposing party | Counterparty in the case |
| Key dates | Claim filing, hearings, appeal deadlines |
| Status | Preparation → Filed → Review → Decision → Enforcement |
Each case is linked to a client (contact/company) and to a deal (financial part). Smart processes provide a single entry point for all case data, replacing scattered folders and files.
How to automate deadline control?
Deadlines are a critical element of legal practice. Control tools:
- Custom date fields in the smart process: hearing date, document submission deadline, appeal deadline.
- Robots — 3 days before the deadline, automatic notification to the lawyer and manager.
- Tasks with deadlines — a task is created for each stage of the case: prepare the statement of claim, file documents, prepare for the hearing.
An overdue task is immediately visible to the manager in the report. The configured system guarantees that no deadline will be missed thanks to robots and reminders. Compare: in a paper planner, the probability of error is 10 times higher, as our practice shows.
Why do document templates save time?
Bitrix24 Drive with folder structure: client folder → case folder → documents. Document templates with autofill:
- Legal services agreement — insertion of full name, passport data, amount, and description of services.
- Power of attorney — template with client fields.
- Statement of claim — basic template with variables.
Documents are generated from the deal card or smart process. This reduces preparation time by up to 80% compared to manual typing.
Communication log
Every interaction with the client is recorded in the card timeline: calls (conversation recording), emails, messenger messages, lawyer comments. If needed — a full chronology of communication with the client on a specific case. This is indispensable when resolving conflicts or conducting an audit.
Integration with 1C and accounting
For law firms, data exchange with 1C is often important: issuing invoices, payments, acts. Setting up integration via CommerceML or REST API allows synchronizing payment statuses and counterparties. Contact us to discuss a specific integration scheme for your accounting system.
What is included in the setup
| Stage | Duration | Result |
|---|---|---|
| Audit of current processes | 1–2 days | Documentation with requirements |
| Prototyping of the pipeline and smart processes | 2–3 days | Approved structure |
| Development and setup (CRM, robots, templates) | 5–10 days | Ready system |
| Integration with external services (if needed) | 1–3 days | Working integrations |
| Employee training | 1–2 days | Video lessons and instructions |
| Technical support | 1 month | Guarantee of stable operation |
Our experience and guarantees
We have worked with Bitrix24 since version 15.0 and are certified specialists. More than 150 projects, including 20+ law firms. We provide a guarantee for all customizations — 6 months of free support. Get a consultation — we will analyze your processes and propose the optimal configuration.
“After setting up Bitrix24, we stopped losing documents and deadlines. Work became transparent for the manager.” — Alexey I., managing partner of a law firm
Comparison with homemade solutions
A homemade CRM based on Excel and email is 10 times slower than Bitrix24 in information search speed. Automation with robots reduces the risk of missing deadlines by 90%. A properly configured system pays for itself in 2–3 months through time savings for lawyers. Contact us — we will help implement and configure all modules for your business.