A practice management CRM for law firms and compliance teams.
Manage client requests, case pipelines, and compliance enquiries with airtight audit trails and confidentiality.
Case pipelines
Track case enquiries from intake through engagement and billing.
Document trails
Attach contracts, NDAs, and case files to client records.
Confidentiality first
Role-based access and full audit logs — built for regulated work.
Structured intake, every time
Capture case enquiries with consistent forms — by practice area and urgency.
- Practice-area routing
- Conflict checks
- Engagement letter tracking
- Document attachments
Manage matters, not chaos
Daily task lists, deadlines, and team collaboration on every active case.
- Deadline tracking
- Multi-attorney collaboration
- Time entry per matter
- Status visibility
Practice analytics
Win rates by practice area, average matter value, and partner performance.
- Win rate analysis
- Practice area trends
- Partner leaderboards
- Audit log reports
Common questions
Can't find what you're looking for? Reach our team.
Most teams are up and running in under 15 minutes. Import contacts, invite your team, and start capturing leads.
Yes. Leadypi has a generous free tier for small teams. Paid plans unlock automation, advanced reports, and integrations.
Yes — import via CSV, or use our API. We support bulk uploads for leads, contacts, products, and tasks.
All data is encrypted in transit and at rest. We follow industry-standard security practices and offer role-based access controls.
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