CRM for Law Firms & Legal
Manage client matters, case workflows, billing, and compliance from one platform built for legal professionals.
Why Choose IdeaDunes
Practice management that works for you
From solo practitioners to AmLaw firms, IdeaDunes helps legal teams manage matters, clients, and billing efficiently.
Case & Matter Management
Track matters, deadlines, court dates, and case milestones with automated reminders.
Time & Billing
Track billable hours, generate invoices, and manage trust accounts with IOLTA compliance.
Client Relationship
Complete client profiles with matter history, documents, communications, and conflict checks.
Document Management
Secure document storage, version control, templates, and e-signature integration.
Ethical Compliance
Conflict of interest checking, data privacy controls, and bar compliance tracking.
Calendar & Deadlines
Court date tracking, statute of limitations alerts, and team calendar synchronization.
Key Capabilities
Everything you need, nothing you don't
Conflict Search
Automated conflict of interest checking across all matters.
Trust Accounting
IOLTA-compliant trust account management and reporting.
Client Portal
Secure portal for document sharing and status updates.
Court Rules
Jurisdiction-specific deadline calculations and rules.
Firm Analytics
Revenue, utilization, and profitability by attorney/practice.
Data Security
AES-256 encryption, 2FA, and granular access controls.
“Our billing realization rate improved from 78% to 94% and we eliminated missed deadlines entirely.”— Margaret Walsh, Managing Partner, Walsh & Associates LLP
Upgrade your legal practice
Join law firms using IdeaDunes for modern practice management.