Legal CRM
Track and manage all legal case leads, proposals, and won cases
Total Leads
2
Contacted
1
Proposals Sent
1
Won Cases
0
Won - No Lawyer
0
| Client / Organization | Legal Ask Summary | Deadline | Urgency | Status | Assigned Lawyer | Documents | Est. Value |
|---|---|---|---|---|---|---|---|
State licensing expansion - need licenses for 5 new states Business Expansion | 2026-05-18 | MEDIUM | Contacted | Rachel Foster | 8/15 7 docs missing 2 info missing | $28,000 | |
Business formation + compliance setup for new home health startup Business Formation | 2026-06-17 | MEDIUM | Proposal Sent | David Park | 2/5 3 docs missing 2 info missing | $30,800 |