Legal
Law firms and in-house legal teams juggle dozens of matters, strict deadlines and confidential documents, often spread across inboxes, personal calendars and shared folders.
Bitrix24 brings client relations, matter tracking, appointments, documents and time tracking into one tool. MonCRM tailors it to the way your firm is organised.
The problem
A lawyer's time is a firm's most valuable resource. Yet much of it goes into admin: finding an exchange with a client, chasing a document, scheduling a meeting, checking a deadline, reconstructing the time spent on a matter for billing.
When that information is scattered, the risk is not only wasted time: it is a missed deadline, a document that cannot be found, or a matter nobody knows is profitable.
Your challenges
01 The problem
Calls, e-mails, web forms and chats spread across several tools: consultation requests get lost and follow-up varies from one partner to another.
With Bitrix24
Every enquiry centralised
Every enquiry and client interaction is automatically captured in the CRM, for faster and more consistent responses.
02 The problem
With many active matters at once, it becomes hard to track deadlines, tasks and documents for each one.
With Bitrix24
Every matter tracked end to end
Every matter is tracked from intake to resolution, with clear deadlines, ownership and status.
03 The problem
Coordinating consultations, sending reminders and handling reschedules takes lawyers' and assistants' time, and no-shows remain frequent.
With Bitrix24
Automated scheduling
Automatic reminders and AI call summaries: fewer no-shows and more time for casework.
04 The problem
Contracts, filings and privileged documents on personal drives or in inboxes are hard to find, reuse or keep confidential.
With Bitrix24
A secure document hub
A single searchable document hub with role-based access and e-signature for faster approvals.
05 The problem
Which matters are profitable? Who is overloaded? Where does the firm's time really go? Without tracking, time-based billing relies on estimates.
With Bitrix24
Billable time measured
Time is recorded as work happens, and dashboards show billable hours, workload and profitability by matter.
06 The problem
Slow handovers and piecemeal updates create delays and inconsistent case handling.
With Bitrix24
An aligned team
Shared spaces and unified calendars keep the whole team aligned and shorten handovers.
07 The problem
Duplicate data entry between billing software, e-signature tools and the firm's other platforms.
With Bitrix24
Your tools connected
Bitrix24 becomes the firm's hub, connected to the rest of its software.
What you gain
The firm gains full visibility into every matter, from consultation through billing, with faster and more consistent communication between lawyers, paralegals and support staff.
How we work
Matter types, processing stages, roles, confidentiality rules and billing model: together we define what the CRM must track.
A "Matter" process with its stages and deadlines, linked to clients; document templates (engagement letters, correspondence); access rights by lawyer, team or matter type.
E-mail, telephony, website forms and calendars; import of your clients and ongoing matters.
Training for lawyers, paralegals and assistants, then support Monday to Friday, 9am to 5pm, and changes as your needs evolve.
Yes, as long as it is organised around matters and not just sales. In Bitrix24, each matter can be tracked as a process of its own, with stages, deadlines, documents and people involved, and linked to the relevant client.
Bitrix24 access rights are set by role, team and type of information: staff only see the matters that concern them. To keep data in Morocco or on your own servers, the self-hosted edition of Bitrix24 is available.
Yes. Time is logged in each matter's tasks, then consolidated in reports by lawyer, client or matter. This data feeds billing and profitability tracking.
Yes, through the Bitrix24 REST API or automation tools such as n8n. Bitrix24 can also issue quotes and invoices directly from the CRM.
With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.
Tell us how your firm is organised, and we will show you how Bitrix24 would track your matters, deadlines and billable time.
