Matters, intake, and retainers — without the enterprise bloat.
Intake → matter → engagement → invoice on one timeline. Small firms get structure without a six-month implementation.
Pipeline · Intake → Conflict check → Engaged → Active → Closed
(01 — The status quo)
Where legal teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
Intake notes never reach the matter file
The consultation details sit in email while the matter opens blank — associates rebuild context from scratch.
Customer history scattered across tools
Notes in texts, invoices in accounting, photos on a tech’s phone — nobody sees the full relationship on one screen.
Follow-ups slip when the day gets busy
Estimates sent but never chased, renewals due but not scheduled, and the revenue walks out the door quietly.
The team retypes the same data twice
A job closes in the field, then someone rebuilds the same invoice and timeline in another system at the desk.
Reporting is always a week behind
You find out which services actually make money after the month closes — not while you can still fix the schedule.
Onboarding a new hire takes too long
They learn four logins before they can answer where a customer stands — and clients feel the handoff.
(02 — How it works)
A day in your business, run on VertaFlow.
Five steps from the moment a request arrives to the moment your customer comes back.
- 01
Intake form creates the prospect record
VertaFlow keeps this step on one timeline per customer so your legal team moves faster without losing context.
- 02
Conflict check and engagement tracked
VertaFlow keeps this step on one timeline per customer so your legal team moves faster without losing context.
- 03
Matter milestones on a simple board
VertaFlow keeps this step on one timeline per customer so your legal team moves faster without losing context.
- 04
Client portal for document requests
VertaFlow keeps this step on one timeline per customer so your legal team moves faster without losing context.
- 05
Invoice when the matter closes
VertaFlow keeps this step on one timeline per customer so your legal team moves faster without losing context.
(03 — What you get)
Built specifically for legal workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Matter pipeline
Built for law practices — not a generic CRM with renamed fields.
Client portal messages
Built for law practices — not a generic CRM with renamed fields.
Engagement tracking
Built for law practices — not a generic CRM with renamed fields.
Flat-fee and hourly invoicing
Built for law practices — not a generic CRM with renamed fields.
Plays nicely with
Your existing stack stays.
Built-in connections, plus the tools to link up almost anything else — connect VertaFlow to whatever your legal team already uses.
(04 — Outcomes our customers report)
The numbers that move when the workflow tightens.
Faster follow-up
Less retyping
Clearer pipeline
Frequently asked
The questions legal teams actually ask before they switch. See the full Legal FAQ →
› 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.
See VertaFlow with the Legal template loaded.
Start free — 30 days, no card. Your industry pipeline is ready on first login.
VertaFlow Free $0 · paid plans $49–$249/mo (VertaFlow Starter to VertaFlow Scale) — every paid tier includes 30 days free, no card — 60 with a card.