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LegalTech CRM

In LegalTech the longest step of the sale is not showing the product, but the other side's privacy and data processing review. When that review runs on e-mail attachments, nobody's screen shows which question is waiting with whom, or why the pilot has stretched.

The pilot is an opportunity record with its own stages; duration, user count and objections are its fields. The privacy review sits in the same record as a separate approval step.

LegalTech CRM
  • Collect demo requests in a single queue and drop them to the relevant sales owner through the assignment rule defined during setup
  • Run the pilot in a record with its own stages; keep the duration, the user count and the objections raised on the same card
  • Define the privacy and data processing review as a separate approval step and track which clause it is waiting on
  • Keep the firm's lawyer and licence counts in account fields and open the renewal task tied to the contract end date in advance
Firm and Legal Department AccountThe buyer is an account record; the number of lawyers, the licence count and the contract end date are its fields, and the renewal amount is calculated from them.
Pilot ManagementThe pilot is an opportunity record with its own stages; the start and end date, the number of pilot users and the objections sit on the same card.
Privacy and Data Processing ReviewThe review is an approval step; its owner and the pending clause are fields, and the document sent stays attached to the record.
Post-Demo Contact TasksContacts after a demo request are opened as tasks; each step's date and owner are its fields, and when a reply arrives the remaining tasks are closed and the record falls to its owner.

When you sell software to a law firm or a corporate legal department, the decision does not sit with one person: the managing partner likes the product, junior lawyers try the day-to-day use, and someone else entirely reviews the contract and the data processing terms. Once the pilot has started, how many users actually logged in sits on the product side, the objections sit in e-mail, and the latest version of the contract to be signed sits on someone's desktop. When the renewal period arrives, the fact that the firm's number of lawyers has changed is noticed while the invoice is being issued.

In Rapitek CRM the firm is an account record; the number of lawyers, the licence count and the contract end date sit in that record's fields. The pilot is an opportunity record with its own stages — the start and end date, the number of pilot users and the objections raised are tracked on the same card. The privacy and data processing review is a separate approval step; who is waiting on which clause is read from the record. There is no out-of-the-box module for carrying product-side usage data into the CRM; we build the connection: it is set up specifically for your project over our REST API covering 183 business objects and webhooks.

The scope of the plans and the separately priced items are written on the pricing page.

Frequently asked questions

Can we track the pilot separately from the opportunity?
The pilot is opened as a record with its own stages: the start and end date, the number of pilot users and the objections raised are its fields. Because it sits under the same opportunity, how far the pilot has stretched and which objection has not been closed are visible in the report.
How do we track the customer's privacy and data processing review?
The review is defined as a separate approval step; the person responsible, the pending clause and the document sent are kept as fields on the record. That way the sentence "legal is still looking at it" turns into which clause has been waiting and for how many days.
Can I see the renewal in advance when the firm's number of lawyers changes?
Yes. The number of lawyers, the licence count and the contract end date are fields on the account record; the renewal amount is calculated from those fields and the renewal task tied to the end date is opened in advance. The change shows up on the record itself, not while the invoice is being issued.
Which is the best CRM software for LegalTech?
When choosing a CRM for the LegalTech sector, you should pay attention to sector-specific workflows, integration capabilities, customisation options and support quality. You do not set up Rapitek CRM — we do: we configure the fields, the stages and the reports around your LegalTech sales process, we migrate your data, and we train your team in Turkish. Before building our own platform, our team completed more than 200 enterprise CRM projects during its Salesforce years; we do the setup with that experience.
How much does a LegalTech CRM system cost?
On the LegalTech side, demo requests are collected in a single queue and land on the relevant sales owner through the assignment rule defined during setup; it is this sales team that uses the system. We keep current plan prices in one place and publish them openly on our pricing page; we do not put figures on this page, so that you do not read two different prices in two places. The price is determined by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope and the setup fee, if any, are worked out together in the discovery call and shared in writing. The Rapi artificial intelligence credit and the ERP integration are separately priced items.
How are CRM integrations done in the LegalTech sector?
On the LegalTech side, how many users actually logged in during the pilot sits on the product side, while the objections sit in e-mail. If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection. There is no out-of-the-box module: because access and field structure on the ERP side change from one installation to the next, a single button does not work the same way everywhere. The connection is built specifically for your project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the cost in the discovery call and share them in writing.
How does the move to a CRM system work in the LegalTech sector?
We start with a discovery call: we work out your LegalTech sales process together, and which fields and which stages are needed. After the call we give you a date, not a range. We migrate your data, and we train your team in Turkish. There is no call centre on our support line. Your question is answered by the team that builds and develops the product — this is a choice, not a matter of capacity.
Can mobile CRM be used for LegalTech?
Yes. Field and branch teams can update the customer card, the note and the follow-up task from their phone. The app is live on both the App Store and Google Play. The web interface also works on tablet and phone. The app does not work offline; if the connection drops while you are filling in a form, what you have written is kept on the device for 24 hours.
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