Legal Grade CRM

Secure Client Growth

Confidentiality meets high-velocity intake. Manage your firm's pipeline with total security.

Legal Practice Growth

Efficiency in intake, excellence in delivery.

The Problem

Intake Bottlenecks

Potential clients waiting days for a conflict check or initial consult.

Streamlined intake forms and automated conflict-check workflows.

The Problem

Referral Loss

Failing to track where the firm's highest-value retainers are coming from.

Advanced referral analytics and partner networking mapping.

The Problem

Reporting Fatigue

Spending hours manual tracking billable vs. non-billable time on new leads.

Automated pipeline value reporting based on practice area and win rates.

Firm Success Tools

1

Intake Pipeline

Stages for Lead, Conflict Check, Engagement, and Matter Open.

2

Conflict Manager

Search-driven conflict check history across every contact in the CRM.

3

Matter Dashboard

Track the status and value of all open matters per practice group.

Frequently Asked Questions

A CRM (Customer Relationship Management) is software that helps you manage interactions with customers and prospects. It centralizes customer data, tracks sales pipelines, and automates follow-ups, leading to higher conversion rates and better customer relationships.

Dash Velo is built specifically for Indonesian businesses with flat-rate pricing (no per-user charges), native WhatsApp integration, offline mode for field sales, and local Bahasa Indonesia support. Unlike global CRMs, we understand local business practices.

Yes, Dash Velo offers a free tier with core CRM features. You can start using it immediately without a credit card, then upgrade as your team grows.

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CRM for Law Firms & Legal Consultants | Dash Velo CRM | Dash Velo CRM