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Lawyers are trained to be careful with details. The trouble is that client relationships often aren't managed with the same care.
SalesPeep is a general-purpose CRM that legal teams configure for their own practice areas. Matters become pipeline stages, and follow-ups become tasks with reminders.
Capture every enquiry as a lead with its source, practice area and status. New enquiries can be assigned automatically, so someone responds quickly.
Set up stages for each kind of matter, from instruction through drafting, negotiation, filing and closure. The Kanban board shows partners how much work sits at each step.
Emails from Gmail or Outlook sync to the right client, so the whole team sees the thread. Documents go out through secure links that expire and record each time they're opened.
Clients judge a firm on its responsiveness as much as its results. With intake, matters, deadlines and documents tracked together, your team can give clear answers quickly. SalesPeep keeps the practical side of client service in order.
SalesPeep is designed to remove administrative friction from legal work so attorneys and support staff can focus on winning cases and serving clients.
It brings enquiries, client history, matters and deadlines into one shared system. Anyone with access can see where a matter stands without asking around.
Yes. Firms usually set up matter stages as a pipeline and move each matter across a Kanban board. Tasks and reminders cover key dates along the way.
Each firm's data sits in its own separate, isolated workspace. You decide who can view, add, edit or delete records through role-based permissions, and activity logs track important changes.
SalesPeep doesn't connect to court systems. It works with Gmail and Outlook and offers a Gmail Chrome extension, and you're welcome to talk to us about any other needs.
Yes. In-house teams often treat incoming contract reviews and advice requests as items in a pipeline. That makes it easier to see the workload and prioritise.
You can start with a simple intake pipeline and a few users, then add practice areas over time. It depends on your firm's size and how much data you move across, and we can help along the way.
Yes. Files can be shared through secure links with an expiry date, and SalesPeep records each time a link is opened.
Yes. You get 14 days of full access to try everything, and no credit card is required.
