VIV-Z · Legal CRM
Client intake, AML onboarding, matter tracking, and billable time captured automatically — in one CRM, built free into your VIV-Z website with a live preview in 24 hours.
Free
CRM included
24h
avg preview time
5
matter stages tracked
★★★★★
5-star reviews
What most small firms are still doing
Sole practitioners and small practices often run intake, onboarding, and matter status across a shared mailbox, a spreadsheet, and whichever fee earner last touched the file. It holds together — until a busy week, a holiday, or a compliance check exposes the gap.
A prospective client who doesn't hear back within a day or two calls a competing firm instead. Slow admin loses instructions that price never would have.
AML checks and conflict checks that depend on someone remembering to run them are the ones that get missed during a busy month — exactly the gap an SRA audit finds.
Time not logged as it happens gets estimated at month-end instead, which under-bills the firm and leaves invoices harder to justify if a client queries them.
VIV-Z fixes all three with a single pipeline that runs the compliance and follow-up steps automatically — see the law firm website it comes bundled with.
One pipeline, enquiry to closure
A prospective client submits your intake form. The CRM logs it instantly, tags the practice area, and notifies the right fee earner — no enquiry sitting unread in a shared inbox.
ID verification, conflict check, and engagement letter are triggered from the same record, so a new client can't slip into a matter without the compliance steps being completed first.
A case file is created automatically with key dates, limitation deadlines, and document checklists attached — visible to everyone working the file, not just the fee earner who opened it.
Calls, letters, and emails linked to the matter are logged against it as they happen, so billing reflects the work actually done instead of a reconstruction from memory at month-end.
Completion documents go out, the file is archived against retention requirements, and a review request is triggered automatically — the step most firms forget to do consistently.
Built for how firms actually search
Sole practitioners, boutique practices, and multi-partner firms all search for different things — but the underlying need is the same: stop losing enquiries and compliance steps to an inbox with no automation behind it.
VIV-Z bundles the CRM into a full business management suite — matter pipelines, onboarding automation, and reporting configured around how your firm actually operates.
“legal CRM”
The broad search from firms comparing dedicated legal software against a general CRM — won by naming AML checks, conflict checks, and matter tracking explicitly.
“case management software UK”
UK-specific intent, often from firms replacing a paper file system or an ageing on-premise system with something cloud-based.
“practice management software for solicitors”
Research-stage search comparing Clio, Osprey Approach, and PracticePanther against something simpler and cheaper for a smaller practice.
“client intake software law firm”
A narrower search from firms specifically trying to fix a slow or manual first-contact process, not the whole practice management stack.
“CRM for sole practitioner solicitor”
Independent solicitors and small firms searching for something lighter than enterprise practice management built for multi-partner firms.
Compliance, not just contact management
A generic CRM manages contacts. A legal CRM has to manage obligations — conflict checks, AML verification, engagement letters, and file retention — because those are the records an SRA audit or a PII renewal actually asks to see.
Every onboarding step is timestamped against the client record, so you can show exactly when a check was run — not reconstruct it from memory during an audit.
Limitation deadlines and matter milestones are attached to the file the moment it opens, with reminders that don't depend on a fee earner's personal calendar.
Closed matters are archived with completion documents attached, matching the file retention periods most firms are required to maintain.
Cost comparison
Dedicated legal practice management platforms like Clio and PracticePanther typically charge £39–£99 per user per month, and UK-focused systems like Osprey Approach are usually quoted bespoke and often exceed £100 per user per month once billing and compliance modules are included. VIV-Z includes the CRM, matter pipeline, and client intake in your free website build — no separate software subscription.
FREE
CRM included with your firm's website build
Then pay hosting to keep it live
Hosting · SSL · domain · CRM · booking · no per-user fees
No card required until you love it
How it works
01
Practice areas, how enquiries currently arrive, and how you handle onboarding and billing today.
02
Your website, intake forms, and the full matter pipeline — enquiry through closure — are built and connected together.
03
See a live preview within 24 hours. Test the intake form and the matter pipeline before anything goes live.
04
Your site goes live and the CRM starts logging enquiries, flagging compliance steps, and requesting reviews automatically.
FAQ
A legal CRM replaces the mix of shared inboxes, spreadsheets, and paper files most small and mid-size firms rely on to track enquiries and matters. It logs every enquiry the moment it arrives, moves each matter through defined stages — enquiry, onboarding, active matter, billing, and closure — and automates the steps that would otherwise depend on someone remembering to do them, such as sending a review request after a matter closes or flagging a limitation date approaching. The difference isn't organisation for its own sake — it's that a fee earner's holiday or a busy week no longer means an enquiry goes unanswered for three days.
The onboarding stage is built to trigger ID verification, conflict checking, and engagement letter dispatch from the same client record, so those compliance steps happen before a matter is opened rather than being chased up afterwards. It doesn't replace your firm's AML policy or your compliance officer's judgement — it makes sure the required steps are logged, timestamped, and visible on the file, which is exactly what an SRA audit or a PII renewal review looks for.
Yes. Calls, correspondence, and time entries linked to a matter are captured against that matter as they happen, so your billing reflects actual work done rather than a reconstruction at month-end. Invoices can be generated directly from the logged time and disbursements on a matter, and the CRM integrates with your existing accounting setup rather than requiring you to migrate your books to a new system.
Dedicated platforms like Clio and PracticePanther typically charge £39–£99 per user per month, and UK-focused systems like Osprey Approach are usually quoted bespoke and often exceed £100 per user per month once matter management, billing, and compliance modules are included. VIV-Z includes the CRM, matter pipeline, and client intake in your free website build — no separate software subscription, and no per-user licensing on top of hosting.
The CRM is built as part of your VIV-Z website — intake forms, consultation booking, and matter records all feed the same pipeline, which is why it works best as a full site build rather than a bolt-on. If you already have a website you're happy with, tell us during the build brief and we'll discuss connecting your existing domain to a new VIV-Z site without losing the search rankings your current site has built up.
Every VIV-Z law firm website ships with Service and LocalBusiness schema, structured FAQ markup, and clean semantic content — the structured data both Google's local algorithm and AI assistants like ChatGPT, Claude, and Perplexity read when someone asks 'which solicitor should I use in [area]' or 'who handles conveyancing near me'. A CRM that logs verified reviews and closed matters also feeds a stronger, more current trust signal than a static homepage.
Ready?
Tell us how your firm operates and we'll build your site and CRM today. Live preview within 24 hours — no card, no commitment.
No card required · Pay for hosting only if you love it
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