Intake
From first contact to signed engagement.
- First contact
- Case qualification
- Consultation scheduled
- Fee proposal
- Contract signed
- Did not close
Cockpit CRM · Law firms
CRM for law firm with WhatsApp
The law firm CRM with WhatsApp built for your daily routine: case qualification, consultation, fee proposal, and follow-up through case closing.
7 days free, no card required. Plans from R$ 99 per month.
A law firm lives on trust and organization. The person who writes on WhatsApp at night with an urgent question expects a reply; the client who received the fee proposal expects someone to pick the conversation back up; and the case in progress depends on deadlines and hearings that can't live only in one lawyer's memory.
Cockpit CRM organizes that service without doing any advertising. The firm starts with two pipelines: Intake, which runs from first contact to signed engagement, and Cases, which tracks hearings, deadlines and judgment through to closing. Each deal stores the area of law, the type of case, the case value and the fee. A law firm's workspace starts with no broadcast campaigns and no email marketing: it is for client service and internal organization.
The problem
Where your firm loses control today
Messages left unanswered
Someone writes on WhatsApp at night with an urgent question, and by the time anyone replies, they have already contacted another firm.
Proposals nobody follows up on
The fee proposal goes out, the client says they'll think about it, and nobody picks the conversation back up.
Deadlines kept in someone's head
Hearings and deadlines sit in scattered calendars and spreadsheets, and the firm depends on someone remembering.
Scattered history
Conversations, documents, and agreements live on each attorney's phone, away from the rest of the team.
With Cockpit, every client has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Two ready-made pipelines, from consultation to closing
The stages below come set up when you create your account, and you can adjust them to how your team works.
Cases
Hearings, deadlines, and ruling through case closing.
- In progress
- Hearing / deadline
- Ruling
- Closed successfully
- Closed unsuccessfully
A day at work
What the routine looks like with the CRM.
Morning queue
The secretary opens the queue: overnight messages are already in the CRM, with the client and where they came from.
Case qualified
The practice area and case type are noted, and the card moves to Consultation scheduled.
Fees
After the consultation, the attorney records the fee: flat, contingency, mixed, or monthly.
Contract signed
Once the contract is signed, the case moves on its own into the Cases pipeline, in progress.
Deadlines in sight
Cases with an urgent deadline and hearings stay in view, with the next task scheduled.
Features
What comes ready for your firm
Case details
Practice area, case type, claim value, and fee on every deal, with the practice area on the dashboard.
Urgent deadline
Set the deadline date on the case and use it in automations so the task goes out at the right time.
From contract to case
A contract signed in Intake becomes a case In progress in the Cases pipeline, with no retyping.
Everyone involved
Client, opposing party, correspondent counsel, expert, and referrer linked to the case, each in their own role.
Loss reasons
Fees, case without merit, conflict of interest: find out why each consultation didn't close.
Queue and access roles
Secretary, attorneys, and partners each see what they need. The owner sees everything.
WhatsApp and AI Agent
Your firm's WhatsApp inside the CRM
Every conversation becomes a client
Anyone who writes on WhatsApp enters the CRM with an open deal, with no duplicates for existing clients.
Team inbox
Secretary and attorneys on the same number, with a queue, transfers, and internal notes the client never sees.
Quick replies
Address, office hours, documents to bring to the consultation: one click and the answer goes out consistent every time.
Documents in the conversation
Contracts, powers of attorney, and receipts stay in the conversation and in the client's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your firm's voice, answers general questions, books the consultation, and hands off to the attorney when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Good evening, I was fired and haven't received my severance. Do you handle employment law?
Good evening! Yes, we do. Can I book a consultation with the attorney? I have tomorrow at 10 AM or 2 PM.
10 AM works great.
Consultation booked for tomorrow at 10 AM. Please bring your employment records and pay stubs.
In the law firm workspace, broadcast campaigns and email marketing are turned off.
Frequently asked questions
Questions from law firms.
Does the CRM do mass messaging or campaigns?
No. A law firm's workspace starts with no WhatsApp campaigns and no email marketing. The system is for serving the people who reached out to the firm and organizing case follow-up.
Does the CRM guarantee the firm complies with bar association rules?
No system guarantees that by itself. The responsibility for complying with the code of ethics and the bar association's rules belongs to the firm. What Cockpit does is not offer mass-messaging tools for this type of workspace.
How do I record the fees for each case?
Each deal has the case data: area of law, type of case, case value and the fee, which can be fixed, contingent, mixed or monthly. The area of law appears on the dashboard, so the firm can see what each practice area represents.
Can I track deadlines and hearings?
You can set the deadline date on the case and use that information in automations, so the task goes out at the right time. Hearings and tasks live in the Calendar, with an owner. The CRM does not replace the firm's case-tracking system.
Who sees clients' conversations and documents?
Each firm has its own workspace, separate from all others. Within it, access profiles (owner, manager, salesperson and supervisor) define what each team member sees. Conversations and documents stay in the client's history.
Does this respect the bar association rules?
The law firm workspace comes without mass broadcasts: WhatsApp and email campaigns are turned off. It's client service, not solicitation.
The team doesn't have time for another system.
The CRM comes with the firm's pipelines and WhatsApp on the same screen. The team keeps answering where they already do, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, the number also stays on your phone's app. You can also connect by QR Code.
What about client confidentiality?
Each firm has its own separate workspace, and each team member sees only what their role allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your firm already organized.
In minutes the CRM is ready with law firm pipelines, case details, and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
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