Legal FAQ
VertaFlow for law practices: your questions
The questions legal teams actually ask before they switch — pricing, migration, seats, and how the workflow fits.
Law Practices questions
› Can clients message us through a portal?
Yes — secure portal messaging keeps matter communication out of scattered email threads.
› Can I start free without a credit card?
Yes — 30 days on the full product, no card required. Add a card anytime to extend to 60 days.
› Does VertaFlow work on mobile?
The CRM runs in the browser on any phone or tablet — estimates, scheduling, and customer lookup from the field.
› Can I export my data?
CSV export of clients, jobs, invoices, and history whenever you want — no lock-in.
› How fast can we go live?
Sign in with the legal template loaded — pipeline, records, and terminology match your trade on day one.