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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.

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CRM for law firms: a Bizora client profile with contact details, notes and linked contacts

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.

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.

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 client signed.

Four steps, done between meetings. No training course needed.

  1. 1Add the client

    New clientHelen Ashby07700 900631Ashby’s Café Ltd

    Or import your spreadsheet. Bizora links people to their businesses.

  2. 2Log the call

    Call · 12:304 minCafé lease renewal, landlord wants an answer by month end. Send terms of engagement.Saved to Helen

    Two lines after the call. Pick up exactly where you left off, months later.

  3. 3Set the follow-up

    Next stepTomorrowThursdayPick…Call Helen about the lease terms

    Every call-back gets a date. Overdue ones stand out the moment you open Bizora.

  4. 4Mark it won

    Won this month£14,200+£1,800 Helen Ashby, commercial lease renewal

    See what the month is worth and who your best clients are.

Example client and figures, shown with sample data.

A Bizora company activity history with a call, an email and a meeting

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
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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.

See all features

Trust and security

Built on foundations you can trust.

Read our security policy
  • 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 and the Data Protection Act 2018, 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.

In their words

Reviews from our customers

  • This is sick! Bizora is clean and informative without being too much. I can see my customers enquiries and follow-ups in one place without digging through menu's. It's exactly what a growing brand like ours needs.

    Jack RFounder of Reed Clothing, Essex

Partners · Approvals · As seen on

Trusted & recognised

  • Koda.Partner
  • FCB Digital LtdPartner
  • Bizora is approved on SaaSHubApproved on SaaSHub
  • IONOS CLOUD - Official PartnerIONOS Cloud Partner

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.

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