We implement monday CRM for boutique law firms and advisory practices — so your team has a system, not a workaround. Fixed price. Defined scope. Done in weeks.
New clients come in through email, phone, and sticky notes. Nothing is consistent.
You don't know where a matter or engagement stands without asking someone.
Monthly deliverables, renewal dates, follow-ups — tracked in someone's head.
Every new client gets a slightly different experience because there's no playbook.
Nothing moves without you. Every question lands in your inbox.
monday CRM is how professional services firms replace the chaos of email and spreadsheets with a single source of truth. We configure it specifically for how your firm works — not a generic template.
Every inquiry lands in one place — logged and followed up the same way, every time.
One view of every open case: who owns it, what stage it’s in, what’s next.
Monthly deliverables and renewal dates flagged automatically — before they’re due, not after.
30 minutes. We learn how your firm operates today, where the pain is, and whether monday CRM is the right fit. No pitch. No pressure.
We configure your monday CRM workspace from scratch — boards, automations, integrations. Built around your workflows, not ours.
Live walkthrough with your team. Documentation. 30 days of support included. You're running independently from day one.
All projects are scoped before we start. If it’s out of scope, we tell you before we build — not after.
First implementation priced at $2,500 — pricing increases as client slots fill.
Your monday CRM subscription (~$17/seat/mo) is billed directly by monday.com and is separate from our implementation fee.
No. We explain everything, handle setup, and train your team. You just need to know your workflows.
2–3 weeks from kickoff to handoff. We move fast so you're not waiting on a system to run your business.
Retainer clients get ongoing adjustments included. One-off projects include 30 days of support — changes beyond that are scoped and priced separately.
Yes. monday CRM integrates with most tools professional services firms use. We'll identify what's possible in the discovery call.
Yes. monday CRM is ISO/IEC 27001 and ISO/IEC 27018 certified and goes through annual third-party security audits. Client data is encrypted, access is permission-controlled, and confidentiality is built into the platform — not bolted on.
You'll work directly with our team — not a junior contractor. Small team, high attention.
Here’s exactly what happens on the call:
We'll ask about your current process: how clients come in, how work gets tracked, where things fall through the cracks. No agenda except understanding your situation.
If it sounds like we can help, we'll show you a working example — a monday CRM workspace built for a firm like yours. You'll see exactly what you'd be getting, not a generic demo.
If monday CRM isn't right for your situation, we'll say so. If it is, we'll talk next steps. No pressure either way.
What it is NOT
No commitment. No follow-up pitch if it’s not a fit. Booking takes 2 minutes.