Bitrix24 Setup for Legal Firms
A lawyer manages 40 cases simultaneously. Court filing deadlines noted in a day planner, client correspondence in personal email, contract templates in a desktop folder "Documents_new_final_2". A missed appeals deadline costs the client their case and the firm its reputation. Bitrix24 transforms chaos into system: every case tracked, deadlines controlled, documents centrally stored, communications logged.
CRM for Clients
Contact is a natural person, company is a legal entity. Custom contact fields:
- Tax ID — client identification
- Client Type — natural person, sole proprietor, legal entity
- Case Category — civil, criminal, arbitration, corporate
- Source — referral, website, repeat inquiry
Deal funnel is the client's path from inquiry to case completion:
- Inquiry — initial consultation
- Case Assessment — document analysis, prospects
- Proposal — service cost calculation
- Contract — signing, advance payment
- In Progress — case assigned to lawyer
- Completed — work done, report signed
Cases via Smart Processes
The key entity for legal firms is case (matter). Smart process "Case" with stages and fields:
| Field | Purpose |
|---|---|
| Case Number | Internal record |
| Case Type | Civil, arbitration, criminal |
| Court/Instance | Where heard |
| Responsible Lawyer | Employee link |
| Opponent | Case counterparty |
| Key Dates | Filing, hearings, appeal deadlines |
| Status | Preparation → Filed → Hearing → Decision → Execution |
Each case links to a client (contact/company) and deal (financial aspect).
Deadline Control
Deadlines are critical for legal work. Control tools:
- Custom date fields in smart process: hearing date, document filing deadline, appeal deadline
- Robots — 3 days before deadline auto-notify lawyer and manager
- Tasks with deadlines — task for each case stage: prepare lawsuit, file documents, prepare for hearing
Overdue task immediately visible to manager in report.
Documents
B24 Drive with folder structure: client folder → case folder → documents. Auto-fill templates:
- Legal Services Agreement — name, passport data, amount, service description substitution
- Power of Attorney — template with client fields
- Complaint — base template with variables
Documents generated from deal card or smart process.
Communication Log
Every client interaction recorded in card timeline: calls (call recordings), letters, messenger messages, lawyer notes. Full communication chronology by case if needed.
Automation
- New inquiry → task to duty lawyer "Conduct consultation"
- Contract signed → create smart process element "Case"
- 3 days before hearing → lawyer notification, task "Prepare materials"
- Case completed → task "Prepare report", client notification
What We Configure
- Inquiry-to-completion funnel
- Smart process "Case" with fields and stages
- Deadline control: custom date fields, reminder robots
- Document templates: agreement, power of attorney, report
- Drive document storage structure
- Open lines for inquiry intake
- Automation robots on funnel stages