AI CRM for law firms
Your firm needs a system.
Not more tools.
We combine our CRM with proprietary AI to centralize the book of business, qualify new cases, schedule meetings and track every matter through an APP — where the partner oversees and decides everything from their phone.
Run your firm from your phone with AI
Pipeline · Live
142 opportunities
NewNew
38
Qual.Qualified
24
ProposalProposal
18
ClosedClosed
9
María González
$1.840
Carlos Martín
Lead — Inmobiliaria
Revenue today
$16,580
+0% today
47 leads today · Auto
The real problem
Most law firms lack structure and procedures.
Inbox · without a system
Your team doesn't need more tools. They need the system to reply first.
Initial consultations aren't answered in time and are lost.
Lack of follow-up between stages of each matter.
The team spends hours drafting emails and reporting statuses.
Client information scattered across Drive, email and WhatsApp.
No clear visibility of book status or profitability per practice area.
Hard to keep historic clients warm for new cases.
We build the system that connects your whole firm in seconds on your phone.
How the system works
The CRM should do the work. Not create it.
Most systems end up being just another operational burden. Ours automates a good part of your team's work.
Estimate based on your company type
15 people · ~300 leads/month
Time savings
What your team stops doing by hand.
Monthly summary
Manual work your team stops doing:
0h
automated each month
Daily
5.3h
Yearly
1,392h
Ahorro en gestión · a $20 USD/h
$0USD/month
≈ $27,840 USD per year
Less admin. More execution.
Mobile operational intelligence
Your whole company, accessible with AI from your phone.
Not AI for demos. AI for real operational work. Query any data and create tasks, meetings and notes for your team in seconds.
Assistant
Online
How many new inquiries came in today?
11 new inquiries. 4 already qualified as viable cases.
Which matters have no activity?
12 matters with no movement >7 days. 4 are urgent.
Create a task for Paula: review Martín Sosa's contract.
Task assigned to Paula · Due today 6:00 PM · Notification sent.
Which clients need follow-up?
9 clients with no contact in over 14 days.
Pull a billing report for the Commercial area this month.
Report generated · 18 cases · $42.8K billed · +12% vs previous month.
What's the team's average response time?
Current average: 6 minutes 40 seconds.
Which historic clients might have new cases?
14 clients with no contact >12 months, profile fits estate or tax.
How's profitability by practice area?
Top: Commercial ($42.8K), Civil ($28.4K), Labor ($14.2K).
Your business data, instantly at hand. From anywhere.
Team experience
Teams that stop repeating tasks are teams that produce more.
When your people don't waste hours on manual work, they spend those hours on what moves the business.
What they stop doing
- Copying data between spreadsheets
- Resending follow-up emails
- Searching info in 5 places
- Moving leads between systems
- Confirming bookings by hand
- Generating reports manually
- Remembering pending tasks
- Updating statuses one by one
Manual work that adds no value → automated.
Time freed up
up to 70%
of operational work
Capacity per person
+3×
with the same team
What they do instead
High-value work.
Close sales, serve customers well, build relationships, decide with data.
The difference that changes everything
Traditional CRMvsTFB AI System.
It's not just a CRM with AI. It's an operational layer that works for your company + a proprietary app so the leader can decide from their phone.
Traditional CRM
TFB AI System
Designed for
Traditional CRM
Operational teams. The leader is just an observer of the system.
TFB AI System
The leader. A native app to make decisions from the phone, with operations running on autopilot beneath.
Customer service and qualification
Traditional CRM
Your team replies and qualifies one conversation at a time. If they're away, it's lost.
TFB AI System
AI agents handle and qualify leads 24/7, on any channel, in your brand voice.
Recontacts and meetings
Traditional CRM
Manual reminders. What the team forgets, falls through.
TFB AI System
Automations that recontact, schedule and confirm meetings with no human intervention.
Internal tasks and processes
Traditional CRM
Assigned by hand, living in spreadsheets or scattered chats.
TFB AI System
AI creates, assigns and supervises tasks inside each customer's flow.
Customer processes
Traditional CRM
Each stage depends on someone triggering it manually.
TFB AI System
Automatic actions at every stage: communication, documents, follow-ups, closures.
Queries and reports
Traditional CRM
Pulling a report takes hours or depends on someone else on the team.
TFB AI System
You ask the AI from your phone. Instant answer, 24/7.
Decision-making
Traditional CRM
You look at dashboards and decide by intuition or wait for meetings.
TFB AI System
The AI debates with you: shows scenarios, compares options and proposes next steps.
Leader mobility
Traditional CRM
Visibility fragmented across panels. Hard to operate from the phone.
TFB AI System
Native app with everything: sales, leads, team, reports, AI. In your hand, all the time.
We work with boutique firms and multidisciplinary practices
What it is and what it's for
What is a CRM for law firms?
A CRM for law firms centralizes the intake of inquiries, qualification of cases, scheduling of meetings and follow-up of every matter on a single platform. The AI handles initial inquiries 24/7, books first contacts and reactivates historic clients without the partner having to babysit it.
What a CRM for law firms is for
Answer every inquiry on time
The AI replies to initial inquiries in minutes, qualifies the case and books the first meeting with no human intervention.
Matter follow-up without slips
Automatic alerts when a matter has been idle longer than expected for its current phase.
Reactivate historic clients
Recontact campaigns for new services or referrals, segmented by practice area.
Visibility of profitability per area
Clear reports on which case types generate more revenue and which consume more hours.
Frequently asked questions
What we've already solved with real firms.
We learned working with firms that depend on qualifying cases fast and keeping the book alive. The idea is simple and critical: adapt your firm to the future of legal management.
Yes. Enterprise infrastructure, role-based access with per-user traceability, end-to-end encryption and full isolation between firm clients.
Built for real companies
Designed for companies that need structure and scalability.
Recognition
OpenAI Select Partner
The Funnel Box was recognized within the OpenAI Partner Network as a Select Partner — the tier that distinguishes firms with demonstrated ability to deliver AI solutions in real enterprise environments.
Read the announcement
Forbes Business Council
The Funnel Box's application to Forbes Business Council was pre-approved on merit and business track record — Forbes' curated community for business leaders.
Request a demo
Your business already generates plenty of complexity.
We build the system that organizes it.
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