3x
Increased productivity in the legal sector
Kanban CRM for Lawyers eliminates repetitive manual tasks and allows your team to focus on serving legal clients efficiently.
Kanban CRM for Lawyers: Fee Proposal with Deadline and Follow-Up
The proposal competes with two others and a procedural deadline. Failing to follow up in five days is, in practice, giving up on the case without saying.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para Advogados
The Kanban CRM for Lawyers from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of law firms. With a solution developed for the legal sector, your team automates the acquisition and management of legal clients and focuses on what really matters: serving legal clients.
Companies in the legal segment face unique challenges in communication and client relationships. The complete Nexloo service platform addresses these challenges with accessible technology, quick setup, and proven results from hundreds of law firms across Brazil.
Results
Benefícios do CRM Kanban para Advogados
What changes in the office when each proposal has a stage, deadline, and follow-up.
80%
Reduced response time
Serve law firms instantly at any time, leaving no message unanswered.
24/7
Full availability for law firms
Clients in the legal sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve inquiries and demands from law firms quickly, enhancing the customer experience.
Features
Funcionalidades do CRM Kanban para Advogados
Recursos projetados para transformar o atendimento no segmento de advogados.
Drag-and-drop visual pipeline
Move negotiations between stages of the funnel with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for products, teams, or different processes with custom stages.
Visual pipeline with drag-and-drop
Move deals between stages of the funnel with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Advogados
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Advogados
The office formats that earn the most with a kanban funnel.
escritórios de advocacia de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in the acquisition and management of legal clients leads to missed opportunities and daily rework.
escritórios de advocacia em crescimento
Equipes de 10-50 pessoas
Increasing demand volume exceeds the team's capacity to serve legal clients with quality.
escritórios de advocacia com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Advogados
What's included in the plan for law firms.
Natively integrated WhatsApp CRM
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each negotiation stands, which need action, and which are stalled.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The proposal has been sent. And the deadline is running.
In an office, the fee proposal often competes with two others and a procedural deadline. Not following up in five days is, in practice, giving up on the case without saying a word.
In practice
How the consultation turns into a signed contract
Between the consultation and the contract, there is a decision that takes days, which the office usually tracks from memory. The funnel replaces memory with three columns and a date.
The consultation creates the card
Area, report, and urgency are included as fields, with a written record of what was said.
The proposal has value and validity
Fees, payment method, and response time stay in the deal.
The follow-up respects the deadline
When there is a procedural deadline, the follow-up task is scheduled before it — not after.
Refusal is classified
Price, deadline, or choice of another office: the reason guides the next proposal.
FAQ
Before following up your proposals.
The most common questions about confidentiality, area permissions, report registration, and LGPD.
How does the Kanban CRM for Lawyers work in practice?
The Kanban CRM for Lawyers from Nexloo was specifically developed to meet the needs of the legal sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored for law firms. In practice, law firms can set up the tool in minutes, connecting their service channels and customizing flows for the acquisition and management of legal clients. The system learns from interactions and becomes more efficient over time, allowing your team to focus on serving legal clients instead of repetitive operational tasks.
Does the Kanban CRM for Lawyers have a free plan for law firms?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Lawyers for law firms. Legal professionals can set up the system, connect preferred channels, and test with real demands for the acquisition and management of legal clients without financial commitment. No payment information is requested to get started. After trying, flexible plans cater to everything from individual firms to networks with multiple units, scaling as needed. Our team supports law firms throughout the evaluation, ensuring full utilization of the resources available for the sector.
How do I connect the Kanban CRM for Lawyers to the systems I already use?
Connecting the Kanban CRM for Lawyers with tools used by law firms is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the legal sector, as well as a RESTful API for specific integrations. Legal management, scheduling, financial, and marketing software can be integrated directly. For law firms with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional charge.
How long does it take to set up the Kanban CRM for Lawyers?
The initial setup of the Kanban CRM for Lawyers for law firms takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the legal sector. Advanced features such as complex automations and integrations with specific law firm systems may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the legal sector that significantly speed up the initial setup and reduce the learning curve.
Is the Kanban CRM for Lawyers safe for client data in the legal sector?
Absolutely. The Kanban CRM for Lawyers meets specific security requirements for law firms, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive client data in the legal sector. Features like automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications ensure additional protection for information handled by law firms.
What is the difference between the Kanban CRM for Lawyers and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Lawyers was built for messaging in the legal sector, with a visual pipeline where law firms organize negotiations by dragging cards. The direct integration with WhatsApp and channels used in the legal sector eliminates manual typing, and each card already includes conversation history about the acquisition and management of legal clients with follow-up automations to serve legal clients.
How long until I see results using the Kanban CRM for Lawyers?
Initial results with the Kanban CRM for Lawyers are visible within the first 48 hours, especially in response speed and organization of service for law firms. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the legal sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your consultation does not become a contract
A short conversation to assess how many fee proposals the office sends without follow-up.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
1
2