Streamline Your Legal
Operations With monday.com
Enhance your firm’s efficiency with a Legal Practice Management Solution on monday.com that comes with pre-built templates, tailored workflows, expert support, and seamless integration.
A Flexible Platform for Any
Legal Practice
Whether you specialize in estate planning, immigration law, or any other legal field, and whether you focus on one practice area or multiple, our solution has you covered.
Create customized matter templates for your practice areas, track case progress, and keep information organized and easily accessible for your clients.
Personal
Injury Law
Employment
Law
Family
Law
Intellectual
Property Law
Criminal
Law
Immigration
Law
Estate
Planning Law
Business
Law
Elder
Law
Bankruptcy
Law
Legal Solution Key Features
Client Intake & CRM
The Client Intake Forms are customizable and user-friendly, tailored to specific legal subverticals such as personal injury, immigration, estate planning, etc. The form enables the collection of comprehensive client information, including files, attachments, and videos, with features for post-submission updates and automated reminders, streamlining the onboarding process and integrating seamlessly with the CRM system.
Document & File Management
The Document Management system offers secure storage and easy retrieval of documents, ensuring that all case-related materials are organized and accessible.
e-Signature
The e-signature feature, streamlines the signing process, automatically updating the status to ‘sent’ and ‘completed’ once documents are signed. It also includes daily reminders to ensure timely signatures, enhancing efficiency and client responsiveness.
Reporting
Gain valuable insights into your practice with our comprehensive reporting tools. Generate detailed reports on case progress, financials, and performance metrics to make informed decisions and optimize your operations.
Case & Matter Management
Streamline your workflow with our customizable, built-in templates designed for various legal processes. These templates include predefined tasks, due dates, dependencies, and automations, ensuring consistency and efficiency in managing your cases. Easily adapt them to fit your specific needs and preferences, saving you time and effort.
Billing & Invoicing
Easily track billable hours, generate professional invoices, and ensure timely payments—all within one integrated platform.
Time & Expence Traking
Accurately track billable hours and expenses with our integrated time and expense tracking feature. Stay on top of your financials, generate detailed reports, and ensure you capture every minute and dollar spent on each case.
Calendar
Keep track of important dates, deadlines, and appointments with our robust legal calendaring feature. Ensure you never miss a critical event and manage your schedule efficiently to stay ahead of your caseload.
Client Intake
& CRM
Client Intake & CRM
The Client Intake Forms are customizable and user-friendly, tailored to specific legal subverticals such as personal injury, immigration, estate planning, etc. The form enables the collection of comprehensive client information, including files, attachments, and videos, with features for post-submission updates and automated reminders, streamlining the onboarding process and integrating seamlessly with the CRM system.
Document &
File Management
Document & File Management
The Document Management system offers secure storage and easy retrieval of documents, ensuring that all case-related materials are organized and accessible.
e-Signature
e-Signature
The e-signature feature, streamlines the signing process, automatically updating the status to ‘sent’ and ‘completed’ once documents are signed. It also includes daily reminders to ensure timely signatures, enhancing efficiency and client responsiveness.
Reporting
Reporting
Gain valuable insights into your practice with our comprehensive reporting tools. Generate detailed reports on case progress, financials, and performance metrics to make informed decisions and optimize your operations.
Case & Matter
Management
Case & Matter Management
Streamline your workflow with our customizable, built-in templates designed for various legal processes. These templates include predefined tasks, due dates, dependencies, and automations, ensuring consistency and efficiency in managing your cases. Easily adapt them to fit your specific needs and preferences, saving you time and effort.
Billing &
Invoicing
Billing & Invoicing
Easily track billable hours, generate professional invoices, and ensure timely payments—all within one integrated platform.
Time & Expense
Tracking
Time & Expence Traking
Accurately track billable hours and expenses with our integrated time and expense tracking feature. Stay on top of your financials, generate detailed reports, and ensure you capture every minute and dollar spent on each case.
Calendar
Calendar
Keep track of important dates, deadlines, and appointments with our robust legal calendaring feature. Ensure you never miss a critical event and manage your schedule efficiently to stay ahead of your caseload.
Case Managment
Benefits Section
Optimized
Workflows
Effectively manage your entire case lifecycle with customizable templates, automatic task assignments, and clear dependencies.
Unified Contact
Management
Maintain all client and stakeholder information in one central location. Easily access and update contact details, track interactions, and facilitate smooth communication with all parties involved.
Centralized Document
Management
Store, create, and manage all your case documents securely in one place. Streamline the signing process with e-signature capabilities for quick and efficient document execution.
Boosted
Productivity
Automate repetitive tasks, minimize manual data entry, and streamline processes to increase productivity, allowing you to focus more on client and case strategy.
Superior Client
Experience
Deliver a seamless and professional experience for your clients, from intake to case resolution, by providing timely updates and transparent communication.
Streamlined Discovery
Management
Simplify the discovery process with user-friendly forms to capture all necessary details and generate PDF responses ready for distribution.
Precise Time &
Expense Tracking
Ensure accurate billing with our integrated tracking system, capturing every billable hour and expense, and generating detailed financial reports.
Efficient Billing
& Invoicing
Easily create, send, and track professional invoices to ensure timely payments and maintain a healthy cash flow.
Comprehensive Legal
Calendaring
Manage important dates, deadlines, and appointments effectively with our calendaring feature, helping you stay on top of your caseload.
In-Depth
Reporting
Make well-informed decisions using our powerful reporting tools to analyze case progress, financials, and performance metrics, optimizing your practice's efficiency.
Secure and
Compliant
Rest easy knowing your data is protected with our secure platform, compliant with industry standards and regulations, including HIPAA.
Integrate Monday.com with the tools you already use and love and work the way you want
Hear from satisfied users
Frequently Asked
Questions
What is the Legal Intake CRM & Case Management solution?
Our solution is a comprehensive tool designed to streamline the management of legal cases from intake to resolution. It includes features like built-in templates, contact management, discovery forms, time and expense tracking, billing and invoicing, legal calendaring, reporting, and secure document management.
Are the solutions sold separately or together?
Our solutions are versatile, and we offer both options to suit your needs. You can choose to purchase the Legal Intake CRM and Case Management solutions separately or together as a comprehensive package. Contact our sales team to find the best solution for your firm.
Do add-ons cost money?
Yes. The cost associated with use-cases include the cost of the app inside monday.com. If Workflow Magic is integrating the add-on for you, that does come with additional costs.
Can I customize the built-in templates?
Yes, our built-in templates are fully customizable to fit your specific needs. You can modify tasks, due dates, dependencies, and automations to ensure consistency and efficiency in managing your cases.
What is the pricing for the Legal Intake CRM?
Our pricing is flexible and tailored to meet the needs of firms of all sizes. We offer different plans based on the number of users and specific features required. Please request a demo to learn more about our pricing.
Drive Clarity and Execution Across Your Organization
Missed deadlines, unclear ownership, and siloed tools can create costly inefficiencies—especially at scale. In today’s fast-paced environment, high-performing teams need more than just a digital workspace—they need systems that deliver clarity, accountability, and results.
At Workflow Magic, we partner with organizations to architect tailored monday.com solutions that drive operational excellence. From workflow design and automation to custom API integrations and executive reporting, we help businesses streamline complex processes and gain full visibility across teams.
Drive Clarity at every level of your organization
In today’s fast-paced world, missed deadlines, siloed tools, and unclear ownership can cost you time and money. At Workflow Magic, we help teams replace chaos with confidence, designing tailored monday.com solutions that deliver clarity, accountability, and measurable results.
Whether you need help with implementation, optimization, or ongoing support, our team of experts is ready to guide you. From workflow design and automation to API integrations and executive dashboards, we build systems that grow with your business.