All-in-One CRM for
Legal & Consulting Firms
Legal & Consulting Firms
Manage clients, cases, documents, workflows, and payments—all in one branded portal.
Designed to streamline case lifecycle and client communications
Struggling to manage customer requests from multiple sources like Email, WhatsApp, and Messenger? You’re in the right place — we’re here to simplify and streamline it for you!
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Addressing Your Challenges
Legal Firms
Key Features
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Centralized intake with automated data capture to reduce duplication
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Secure, two-way document sharing and storage
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Automated workflows for deadline tracking and client updates
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Collaboration tools providing shared case views for teams and clients
Consulting & Advisory
Key Features
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Pipeline management with lead tracking and scoring
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Branded client portal for proposals, deliverables, and payments
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Comprehensive project and task management with scheduling
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Automated outreach and personalized email templates to strengthen client relationships
Features
Powerful features to grow your service business
Our customizable CRM lets service providers manage their services, packages, service workflows, manage customers and more. Ready to elevate your business to the next level.
Service Package Management
Define service tiers, bill by case/milestone.
Client Dashboard
Full transparency: case status, upcoming tasks, payments.
Agency Dashboard
iew all clients, cases, workflows in a unified hub.
Secure File Uploads
Clients submit documents directly into their case folder.
AI Auto Messages
Triggered reminders, updates, FAQs based on your knowledge base.
Brand Customization
Custom domain, logo, color scheme for a professional presentation.
Pricing
Simple Pricing for Every Business
Choose an affordable plan that's packed with the best features for engaging your audience, managing customer, and driving sales.
Starter
Ideal for small businesses looking to launch a simple and effective management with all essential features.
€16/ Month
Start 14-Day Free Trial- Unlimited customers
- Unlimited team members
- Review & feedback collection
- Basic analytics
Growth
Designed for growing businesses to scale their management and boost customer engagement.
€33/ Month
Start 14-Day Free Trial- Everything in Starter
- Custom form fields
- Referral program
Advanced
Advanced tools and full customization for established businesses ready to maximize customer engagement.
€66/ Month
Start 14-Day Free Trial- Everything in Starter & Growth
- E-mail & SMS marketing
- 3rd party integrations
- Webhook & API access
- Priority support
Enterprise
Our Enterprise package is designed for large-scale organizations that need limitless capabilities and tailored solutions. Enjoy custom integrations to perfectly align with your systems, and benefit from a dedicated account manager who will provide personalized support every step of the way.
FAQ
Frequently asked questions
Answers to common questions about Aigeent CRM, service management, and more. If you have any other questions, feel free to contact us.
Would you like to explore the Customer and Agency dashboards?
Let’s schedule a meeting to discuss further
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