LEGAL CRM & WORKFLOW AUTOMATION
Legal CRM redefined for real-world practice
Custom-built for Khan Law
A complete legal CRM platform with automated client intake, sales pipeline, and document generation
Project Scope
Khan Law, a boutique law firm based in Canada, needed a smarter way to manage clients, cases, and documents. We designed a custom legal CRM with automated intake flows, a visual sales pipeline, and one-click document generation. The project also included a new SEO-driven website to boost visibility and capture qualified leads.
Industry:
LegalTech
Solution:
CRM System, Workflow Automation, SEO Website
Technology:
Node.js, Laravel, MySQL
What We Delivered
Every moving part. Rebuilt and reconnected.
This was not a bundle of features. It was a fully connected system built to power the firm from intake to outcome.
01 Client Intake Automation
We replaced paper forms and scattered emails with a digital intake process. It captures all client data, sends reminders, and feeds directly into the CRM with zero manual entry.
02 Custom Legal CRM
We built a centralized CRM tailored for legal workflows. All clients, cases, documents, and notes are now organized, secure, and accessible from one place.
03 Visual Sales Pipeline
The team can now track every potential client through a clear pipeline. Status stages, next actions, and priority flags help keep the focus where it matters.
04 Document Generation
Common legal documents can now be created instantly. The system uses smart templates that auto-fill client data, reducing errors and saving valuable time.
05 Admin Dashboard
Partners and managers can view case loads, track staff performance, and monitor client activity through a dedicated admin panel that surfaces the right data at the right time.
06 SEO-Driven Website
We redesigned the website to reflect professionalism and authority. The new structure is optimized for search engines and built to convert visitors into qualified leads.
What Changed
Every number points to progress
80%
Of manual tasks removed from the firm’s daily workflow
3X
Faster client onboarding with automated intake and tracking
70%
Increase in qualified leads after launching the new website
Closing the Case
Built for today. Ready for what’s next.
Khan Law now runs on a system designed for real legal work not workarounds. From the first intake form to the final document, everything is streamlined, automated, and measurable. This wasn’t just a tech upgrade. It was a shift in how the firm operates, grows, and delivers value.