Legal management
More control. Less scatter.
Legal management in Castilho Torres IA brings CRM, contacts, clients, matters, tasks and calendar into the same environment as the intelligence. Client relationships stop being spread across chats, spreadsheets and to-do lists, and every matter has an owner, a status and a history.
In the platform CRM, contacts, clients, matters and tasks appear in the installation shown in the 2026 catalog.
Already have an account? Sign in
The expensive problem
When the portfolio lives in spreadsheets, inboxes and messaging groups, partners only find out what is late when the client complains. And analysis done in a generic AI tool never reaches anyone’s task list.
- Opportunities lost for lack of commercial follow-up.
- Stalled matters with no visible owner.
- Meeting time spent just finding out where the work stands.
How it works
- Capture the contact Log leads and contacts and track each stage: lead, qualification, proposal, negotiation, won or lost.
- Open the matter Turn the opportunity or client request into a matter with an owner and a status.
- Attach the context Documents, relationship history and analyses stay linked to the client and the matter.
- Plan the work Tasks and appointments by owner, with open items easy to see.
- Track it Dashboards and summaries show progress without another meeting.
Inside legal management
Three catalog areas that organize the operation from first contact to delivery.
Legal CRM
Contacts and clients in one place, commercial history and deal stages, from first contact to signed engagement.
In the platformMatters, cases and clients
Creation, tracking, owners and status for every request, with relationship history and linked documents.
In the platformCalendar, tasks and transcription
Next actions, appointments, open items by owner, follow-up summaries and meeting transcription. Calendar sync depends on the connector enabled.
In the platformWhat changes for each person
Managing partner
Sees the portfolio, pipeline and team capacity in one place.
Lawyer
Knows what is theirs, what is due first and where every document is.
Client service
Logs the client once and follows the relationship without a parallel spreadsheet.
Illustrative example
A realistic workflow
An illustrative example, with fictional data, of how the work moves through the platform.
- A carrier gets in touch asking for a tax review.
- The contact is logged as a lead and qualified. The proposal is sent and the negotiation tracked in the pipeline.
- Once signed, the opportunity becomes a matter with an owner, and the documents received are attached to the client.
- The team’s tasks appear on the calendar, and the kickoff meeting is transcribed and summarized with participants’ consent.
- The following week, the operations agent flags a task with no update and suggests a reminder to its owner.
Illustrative example with fictional data.
What depends on configuration
- The exact set of management modules depends on the plan contracted.
- Google Calendar or Outlook sync depends on the connector being enabled.
- Access roles and permissions require configuration and validation.
Objections and common questions
See all questionsDo I need to migrate data from another system?
It depends on where it lives today. Migration, or running alongside existing systems, is assessed during rollout.
Is the CRM designed for legal practice?
The pipeline follows how firms and legal departments win and onboard clients, and every opportunity can become a legal matter with an owner.
Can I transcribe client meetings?
Audio transcription appears in the environment shown in the catalog. Before recording, get participants’ consent and observe professional secrecy.
Can I track team productivity?
Tasks by owner, open items and operational dashboards help you follow the work. Specific metrics depend on configuration.
Run the operation where you think through the matter.
Try legal management for seven days, or talk to the team about moving your portfolio.
Already have an account? Sign in