Clientra
Every inquiry, client, case and document in one place - and clients follow their status and sign online.
Custom CRM for Law Firms, Agencies and Consultants
Website forms, phone calls and referrals land in one inbox and become a client and a case in one click. The pipeline shows what is in negotiation, every client has a timeline of calls, emails and documents, and in the portal your clients check their status, sign documents and message you.
Price on request
6-8 weeks
What the app does
One inbox for every inquiry
Website form, phone and referrals in one list. Reply from a template, convert to a client or archive - nothing slips through.
Pipeline you can read at a glance
Columns from new inquiry to won, with value, owner and next step. You always know what is in negotiation and what it is worth.
Full client timeline
Calls, meetings, emails, notes and documents in order for every client. A new team member is up to speed in five minutes.
Tasks and deadlines
Tasks with due date, priority and owner. Overdue items turn red, and every morning you see what is due today.
Client portal
Clients log in to see the stage of their case, shared documents and messages. Far fewer "any news?" calls.
E-signatures and PDF documents
Clients sign with a finger on their phone. Engagement letters and case summaries are generated as PDFs on your letterhead.
Screens in the demo
Open the demo and walk through the screens - sample data, everything is clickable.
What is included
The app on your domain, for desktop and phone
Database and backend with accounts for the whole team
Your website contact form connected to the inquiry inbox
Client portal with login, documents and messages
Document storage and e-signatures
PDF letters and reports with your logo
Import of existing clients from spreadsheets
Team training, daily backups and full source code
Optional extras
Email notifications to clients on status changes
SMS reminders for meetings and deadlines
Google Calendar / Outlook sync
Time tracking and invoicing
Integration with DocuSign or another e-signature provider
Multiple offices and advanced roles
What you get with a fullstack app
Not just screens - the whole system behind them, ready for your team and your customers.
Your app on your domain
Runs in the browser on desktop, tablet and phone. Can be installed on a phone like a native app.
Database and backend
Your data lives in a real database, not spreadsheets. Search, filters and full history.
Files and photos
Site photos, documents and contracts are stored with the client or job - available anywhere.
PDF quotes and documents
Quotes, invoices, reports and confirmations in one click, with your logo.
Accounts and roles
Owner, staff and customers see only what they need. Everyone has their own login.
Notifications
Email (and optional SMS) reminders for appointments, new enquiries and status changes.
Backups and security
HTTPS, daily backups of the database and files, account protection.
You own the code and data
You get the source code and a data export. No lock-in.
Hosting and data storage
An app needs a server, a database and storage for files. I set it up and run it; you pay monthly based on size.
Website
€5 - €15 / month
Hosting and SSL
Domain at registrar price
Contact form and email
App
€20 - €60 / month
Server and database
Up to ~20 GB of files and photos
Daily backups
Email notifications
Larger app
€60 - €150 / month
More users and locations
More file storage
SMS notifications
Monitoring and faster recovery
Maintenance and new features
Maintenance, changes and new features - by agreement: hourly or a monthly plan, whichever suits you.
How an app gets built
1
A call
You tell me how you work today and what slows you down. I show you the closest demo.
2
Plan and fixed price
A list of screens and features, a deadline and a price before work starts.
3
A new version every week
You see progress live and change things while it is built, not at the end.
4
Launch and training
We move your data over, I train the team, the app goes live on your domain.
FAQ
How much does a custom CRM cost?
How much does a custom CRM cost?
Pricing is on request - send a short description and you get a proposal. The price is fixed before we start, based on the screens and features you actually need.
What are the monthly costs?
What are the monthly costs?
Hosting with database, file storage and backups is €20-60 per month for a typical firm, €60-150 for larger teams with many documents. Changes and new features by agreement - hourly or a monthly plan.
Who owns the code and the data?
Who owns the code and the data?
You do. Client data sits on a server set up for you, and you receive the source code and a full data export. No lock-in.
Does it work on phones?
Does it work on phones?
Yes. It runs in the phone browser and can be added to the home screen like an app. Clients open the portal the same way, with nothing to install.
How long does it take?
How long does it take?
Usually 6-8 weeks. You get a new version on a test address every week, so we adjust along the way instead of at the end.
Can we start small?
Can we start small?
Yes. A common first phase is inquiries, clients and tasks, with the portal and e-signatures added later. The app is built to grow from day one.