Features
Client Intake & CRM
Know your clients, protect your firm.
Strong client relationships begin with a clean intake process. Law360 runs a conflict check before a new engagement is opened, then builds a rich client record that covers the organisation, its key contacts, every matter the firm has handled for it, and the full history of the relationship. Whether your clients are individuals, companies, or government bodies, the CRM gives your team the context they need to give informed, consistent advice.
- Conflict check at intake
- Client and contact records
- Organisation and individual clients
- Engagement history
- Linked matters
- Relationship notes
- 1Run a conflict check before accepting an engagement
- 2Build rich client records
- 3Manage multiple contacts per client
- 4View the full matter history at a glance
- 5Record notes and relationship history
- 6Track engagement and preferences
Run a conflict check before accepting an engagement
Before a new client or matter is added, Law360 checks the existing client register and matter parties for name matches that could represent a conflict of interest. The results surface potential conflicts for partner review, so the firm makes an informed acceptance decision rather than discovering the problem later.
Build rich client records
Client records capture more than contact details. Link a company to its directors and authorised signatories, record the primary relationship partner, note the client’s industry and commercial context, and attach any standing instructions the firm keeps for this client.
Manage multiple contacts per client
Companies instruct firms through several people across different matters. Record each contact with their role, phone, and email, mark the primary contact per matter, and keep the full directory of who speaks for this client and on what subject.
View the full matter history at a glance
Every matter the firm has handled for a client is linked to the client record. The complete history — open, pending, and closed — is one click away, so the partner taking a new instruction already knows the depth of the relationship and any prior positions the firm has taken.
Record notes and relationship history
Capture meeting notes, calls, and key decisions against the client record rather than in someone’s email. Relationship context is preserved across staff changes, so a new relationship partner can pick up where their predecessor left off.
Track engagement and preferences
Note preferred billing arrangements, communication preferences, and standing instructions at the client level so every matter opened for this client starts with the right defaults. Consistent service builds trust; Law360 makes it systematic.