Relationships in one lawyer's head
When that lawyer leaves the relationships leave.
eFirm
HAQQ FEATURELegal CRM
Clients, prospects, referrals — every relationship tracked.
11,000+ law firms100,000+ people33 countriesLegal AI ChateFirm
Problem
What's slowing you down
Referrals fall through
You meant to follow up. You didn't.
Pipeline invisible
How many matters in the funnel? Nobody knows.
CRM and practice management disconnected
Two systems. Same data. Always out of sync.
No origination tracking
Can't tell who brought in what business.
Solution
How HAQQ solves it
Unified CRM
Prospects and clients in one place.
Follow-up automation
Never drop a referral.
Pipeline visibility
Opportunity stages, forecast, conversion.
CRM = practice management
One system. Same data.
Origination tracking
See who brought in the business.
Platform
Every relationship workflow
Legal CRM
Track relationships and follow-ups without losing the thread.
kyc-client-intake
Available inside HAQQ across chat, mobile, and eFirm workflows.
Integrated Communications
Updates stay linked to matters so nothing gets lost in inboxes.
Personalized Matter Management
Everything lives where it belongs, so the team stays aligned and the work keeps moving.
Workflow
How CRM works
1
Capture contacts
From email, intake, referrals.
2
Track relationships
Every touch logged.
3
Manage pipeline
Opportunities and stages.
4
Automate follow-up
Reminders and sequences.
5
Measure origination
Credit where due.
FAQ
Email integration
Yes — Gmail and Outlook.
Referral tracking
Yes — referrer attribution per matter.
Marketing sequences
Basic sequences included. Advanced via Mailchimp/HubSpot integration.
Contact enrichment
Yes — enrichment via integrated providers.
Next
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