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Light matter management for solicitors and legal services

Matters, conflict checks, client care letters and key dates. For solicitors and legal services: a matters board, conflict checks, client care letters, key dates and limitation date reminders. Not a case management system.

14-day free trial · No card needed · Cancel any time
Made for solicitors and legal services

Speaks your language

The app says Clients, Consultations, Solicitors instead of generic words, everywhere: menus, buttons and reports.

  • Unlimited staff: one flat price
  • Industry fields, boards and reminders added in one tap
  • Change anything later
Legal (light) in CompanyFlowHQ
What's included

Everything in the Legal (light) pack

Fields for every client

  • Matter type
  • Conflict check done
  • Conflict check date
  • Client care letter signed
  • ID verified
  • Key date
  • Limitation date
  • Fee estimate (£)

Boards

  • Matters: Open matters with conflict checks, client care letters, key dates and limitation dates.

Booking types

  • Initial consultation · 30 min
  • Fixed-fee consultation · 1 h · £150

Automations (you switch them on)

  • Client care letter chase

Reminders & deadlines

  • Limitation date
  • Key date

Templates & checklists

  • Email: Client care letter
  • Checklist: New matter opening
Plus everything else

The whole toolkit comes too

Questions from solicitors and legal services

Is CompanyFlowHQ suitable for solicitors and legal services?

Yes. The Legal (light) pack sets everything up for solicitors and legal services: For solicitors and legal services: a matters board, conflict checks, client care letters, key dates and limitation date reminders. Not a case management system.

Can I change the fields and wording?

Yes. Everything the pack adds is yours to rename, change or switch off. Applying a pack only ever adds; it never removes anything.

How much does it cost?

One flat price per business with unlimited staff, from £29 a month. Try it free for 14 days, no card needed.

Try CompanyFlowHQ for solicitors and legal services

14-day free trial · No card needed · Cancel any time