Prospective client enquiries
Keep intake conversations, ownership and next steps together.
For solicitors, legal practices and in-house legal teams
CRM for legal services
Keep new-client enquiries, conflict checks and matter administration visible to the right people, with every client request answered.
Enquiry received3New matter intakeA$1,850 · JLBilling queryA$2,400 · JL
Conflict review (manual)2Matter milestoneA$4,200 · SRNew matter intakeA$640 · SR
Scope discussion1Matter update requestA$960 · AK
Engagement review3Document requestA$7,300 · MP
- Free plan
- Up to 2 people
- Industry setup
- Professional, A$39
- Card to start
- Not needed
- Data stored in
- Sydney
Sound familiar?
Organise prospective-client intake, matter administration and verified follow-ups.
Enquiries skip the conflict check
Work starts before anyone has confirmed it’s safe to act.
Matter milestones live in diaries
Key dates aren’t shared with the rest of the team.
Clients chase updates by phone
Every call interrupts a solicitor.
How it works for legal services
A typical week with the Legal services setup. Every name below is exactly what you’ll see in the app.
Enquiries arrive with the right details
Records are named the way you talk: clients, organisations and matters. Each new matter has room for matter type, conflict review status, next milestone date and responsible solicitor. There are also fields for relationship role on clients and practice area on organisations.Matters move through your pipeline
- Enquiry received
- Conflict review (manual)
- Scope discussion
- Engagement review
- Matter opened
Quote it and win it
Build quotes from your price list with GST worked out, send them for acceptance and keep the accepted version on the matter.Clients ask for help
- Matter update requestA client asks where their matter is up to. Administrative only.Normal
- Document requestA client needs a copy of a document or wants to provide one.Low
- Billing queryQuestions about costs, invoices or trust receipts.Low
Reply in a click
Ready-made replies come with it: “Request received” and “Request complete”. Each one fills in the person’s first name and can be edited before it’s sent.Follow-ups happen on their own
- Follow up with a new client. Create a next-day task linked to the new client.
- Qualify every new client enquiry. Create an immediate high-priority task linked to the new client enquiry and notify the team.
Watch · 24 seconds
The enquiry that went cold
Morgan’s practice keeps losing new enquiries because nobody is sure who is calling back. Here’s what changes when every enquiry has an owner.
What happens in the film
Morgan’s legal practice gets new enquiries (a lease dispute, an employment question, a contract review) and nobody is sure who is calling back, so prospective clients go cold. In NovaSoft One every enquiry is owned and tracked, checks are done before the matter is opened, and every client hears back.
Animated with fictional businesses. Music, with captions in the picture.
A worked example
From first contact to finished work
A new enquiry is Enquiry received with the practice area and matter type. It must pass Conflict review (manual), done by a person, before Scope discussion and Engagement review. Once Matter opened, the responsible solicitor and next milestone date are recorded and matter administration is tracked. When the client asks for an update, it’s a Matter update request with an owner.
What the starting point sets up
Choose Legal services when you create your workspace, or apply it later from Customisation. Everything below is created for you and stays editable.
Matter administration references
Use a configurable matter record to link internal coordination to a client relationship.
Human review tasks
Assign conflict and suitability checks to a person before work proceeds.
- Your records are called
- Clients, Organisations and Matters
- Pipeline stages
- Enquiry received → Conflict review (manual) → Scope discussion → Engagement review → Matter opened
- Extra fields
- Relationship role (client), Practice area (organisation), Matter type (matter), Conflict review status (matter), Next milestone date (matter), Responsible solicitor (matter)
- Matter administration records register
- Administrative status, Next milestone, Milestone date to verify, External matter reference
- Request types
- Matter update request, Document request, Billing query
- Ready-made replies
- Request received, Request complete
- Automations
- Follow up with a new client; Qualify every new client enquiry
Questions about NovaSoft One for legal services
Still unsure? Read every question or start free and look around.
Does it run conflict checks automatically?
No. The pipeline includes a manual conflict review stage that a person must complete. NovaSoft One doesn’t decide conflicts.
Is it a practice management or trust accounting system?
No. It handles enquiries, client relationships and administration. Keep using your practice management system for matters, time and trust.
Can clients send documents securely?
Yes, on Starter and above, through the customer portal, with files scanned for malware before your team opens them.
Can I change what the legal services setup creates?
Yes. Stages, fields, record names, saved views and automations are a starting point. Rename, add or switch off anything in Customisation, and your records stay where they are.
Can I bring my existing customers across?
Yes. Import a spreadsheet of contacts, companies or leads in the Data Hub, map the columns, check the preview and commit. Possible duplicates are flagged before anything is created.
What does it cost?
Free for up to two people with the core CRM. Industry starting points come with Professional at A$39 per user per month, excluding GST, billed monthly with no lock-in.
Good to know
The pack does not make conflict decisions or replace a practice management system. Industry starting points use NovaSoft One’s existing customer records, pipelines, tasks, saved views and custom records, and are included on Professional plans and above.
Try NovaSoft One for legal services.
Start free for up to two people today. Switch on the full industry setup with Professional whenever you’re ready.