How law firms, accountants, and other professional services use a CRM: clients, matters, pipeline, and billing in one place.
Why professional services need a CRM
Professional services firms (law, accounting, consulting) manage multiple clients, matters or projects, and billing. A CRM gives you contacts and companies for clients, a pipeline for new business, tasks for deadlines and follow-up, and invoicing so billing is linked to the same clients. Email in the CRM (Mailbox) keeps correspondence with clients in one place.
How Piraja fits
Piraja provides Individuals and Organizations for clients, Opportunities and Pipeline for new matters or proposals, Tasks for deadlines, Notes for matter notes, and Finance with Stripe for invoicing. See CRM for Consultants for a similar workflow and How to Track Leads from First Contact to Deal for pipeline and follow-up.
Best practices
Use Opportunities for new matters or proposals
Track each new matter or proposal as an Opportunity and move it through stages until won or lost. Link Tasks for deadlines and follow-up.
Keep client and matter context in Notes
Add Notes on the client (Individual or Organization) or the opportunity so the team has meeting summaries and decision points in one place.
Link invoices to the same clients
Use Finance to invoice the same Individuals or Organizations you use for pipeline and notes. One source of truth.
Frequently asked questions
Can I track matter or project time?
Tasks can track deadlines and follow-ups. For detailed time tracking, check the application for available modules or integrations.
Can we use Piraja for both sales and support?
Yes. Add the Tickets module for client support requests and optionally SLA for response targets.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Professional services need clients, pipeline, tasks, and billing in one place. Piraja provides that with Individuals, Organizations, Pipeline, Tasks, Notes, and Finance. See CRM for Consultants and How to Invoice Customers with Stripe for workflows.