Enquiries tracked to instruction
Add each enquiry as a deal with its estimated fee, owner and decision date. Follow up quotes on time and see your conversion rate.
CRM for law firms Turn more enquiries into instructions, and clients into referrers.
Bizora is a CRM for law firms, solicitors and legal services businesses. Your case management system runs the matters. Bizora handles the relationships around them: new enquiries, fee quotes, referrers, key commercial clients and every follow-up, so no enquiry goes cold.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for legal practices
Business development for busy fee earners.
For small and mid-sized firms, sole practitioners and legal services businesses.
Referrers you can rely on
Keep estate agents, accountants, IFAs and other introducers as partners, linked to the clients they send, with every meeting logged.
Commercial clients, mapped
Link general counsel, directors and finance contacts to each client business, with notes on what they care about.
How it works
From first call to job won.
Four steps, done in the gaps of a busy day. No training course needed.
1Add the customer
New customerSarah Hughes07700 900123Hughes Lettings LtdOr import your spreadsheet. Bizora links people to their businesses.
2Log the call
Call · 12:304 minWants oak worktops. Measuring Thursday, quote by Friday.Saved to SarahTwo lines from the van. Pick up exactly where you left off, months later.
3Set the follow-up
Next stepTomorrowFridayPick…Ring Sarah with the quoteEvery call-back gets a date. Overdue ones stand out the moment you open Bizora.
4Mark it won
Won this month£8,450+£2,400 Sarah Hughes, kitchenSee what the month is worth and who your best customers are.
Referral relationships
See which introducers send you the most work.
Each referrer’s profile shows their contacts, meetings and the deals linked to them, so partners can prioritise the relationships that bring in instructions.
- Referrers marked as partners in the directory
- Follow-ups for regular referrer check-ins
- Engagement letters and fee quotes stored on the client
Why it works
Why law firms add a simple CRM to case management.
Case management is not business development
Practice and case management systems track matters, time and billing. They rarely help you follow up an enquiry or nurture a referrer. Bizora fills that gap without a large implementation.
Enquiries are lost to slow follow-up
Prospective clients often contact several firms. A dated follow-up on every enquiry and fee quote helps you respond first and keep the conversation going.
Keep matter files where they are
Bizora is for relationship information such as contacts, notes, quotes and engagement letters. Keep matter files, privileged documents and client money records in your case management and accounts systems.
Included on every plan
Every CRM feature, free on every plan.
- Contact managementPeople linked to the companies they work for.
- Company managementProfiles, notes and relationships in one directory.
- Deal trackingPipeline, revenue won and what each client is worth.
- Follow-upsEvery next step, dated, assigned and ticked off.
- CalendarMeetings, follow-ups, deals and renewals on one calendar.
- Call loggingCalls, emails and meetings recorded against each contact.
- Document managementFiles stored beside the company they belong to.
- Team permissionsOwner, Moderator and Member roles for your team.
- Workspace searchFind any company, contact or document in seconds.
- Payments by StripeCard payments are handled by Stripe. We never see or store your card number.
- Hosted in EuropeYour customer data is stored on servers in Europe.
- UK GDPRHandled under UK GDPR, which is regulated by the ICO.
- Encrypted connectionsHTTPS on every page, with strict security headers.
- Your data, your exitExport your customers to CSV whenever you like, on every plan.
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Questions
CRM for law firms FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for a small law firm?
A good CRM for a small firm tracks enquiries and fee quotes, keeps referrer relationships in view and works alongside case management. Bizora covers those essentials, with a Free plan to start.
Does Bizora replace case management software?
No. Bizora does not manage matters, time recording, conflict checks or billing. Use it for enquiries, referrers and client relationships.
Can we track referral sources?
Yes. Add referrers as companies marked as partners, link their contacts and log every meeting and introduction.
Who can see client information?
Only people invited to your workspace. Owners decide who can edit records and who can only view them, and customer data is hosted in Europe.
How much does Bizora cost for a law firm?
Start free with two users. Business is £19.99 a month with five seats and Premium £34.99 with ten. Extra seats are £1 a month each.
Free forever plan
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