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Pixie CRM for legal practices, independent advisers and confidential consulting teams

CRM for Legal & Consulting

A client may discuss an issue with one adviser, send documents to another and ask finance about a bill. Pixie can connect the administrative side of that relationship: intake, scoped work, assigned tasks, time and billing. A useful configuration starts with the engagement and the access boundaries your team needs.

Discuss your workflow Explore relevant modules ↓
Legal & Consulting · A connected workflow

Bring structure to confidential client engagements.

Illustrative process · configured around your team

  1. 01Capture the enquiry
  2. 02Agree the scope
  3. 03Coordinate the engagement
  4. 04Review and bill
Customer contextClear responsibilityUseful next actions

How Pixie fits your business

Bring structure to confidential client engagements.

Client work becomes harder to supervise when deadlines, instructions and engagement terms are scattered across personal records. Shared administrative context helps colleagues understand ownership while maintaining deliberate access boundaries.

For legal practices, independent advisers and confidential consulting teams, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.

A practical starting point

Walk through one real example from capture the enquiry to review and bill. Use your own documents and handovers to decide which fields, roles and modules the first release needs.

The work, step by step

A shared thread from enquiry to the next conversation.

Give each stage a clear owner and an agreed handover. These are example steps for legal & consulting; the final process should reflect your service model and the systems you already use.

  1. 01

    Capture the enquiry

    Record the prospective engagement and route it to an appropriate reviewer.

  2. 02

    Agree the scope

    Keep engagement terms, responsible contacts and approved work together.

  3. 03

    Coordinate the engagement

    Assign tasks and record time against the agreed work with a clear review process.

  4. 04

    Review and bill

    Check the completed work, outstanding actions and commercial record before issuing billing.

Build around the work you do

Relevant modules for legal & consulting.

Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.

Across the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.

A considered rollout

Make the first release useful to the people doing the work.

Assess confidentiality, professional duties and specialist case-management needs directly. Pixie should not be assumed to provide conflict checking, trust accounting, court filing or jurisdiction-specific legal controls.

Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.

  1. Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
  2. Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
  3. Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
  4. Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.

Use the CRM implementation guide and migration checklist to prepare the first discussion.

Specialist workflows to explore

These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.

Useful answers

Questions from legal & consulting teams.

Use these answers to shape the conversation about your proposed configuration.

Can we use projects to coordinate an engagement?

Projects can organise milestones, tasks and administrative work. Demonstrate the exact access requirements and review process first, and retain specialist legal systems for functions outside the agreed CRM scope.

Which modules should our team start with?

Start with the relationship record and the most important handover in your legal & consulting process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.

How do we connect the systems we already use?

List the systems involved in capture the enquiry and review and bill. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.

How can we review pricing and implementation scope?

Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.

Let’s map your next better working day.

Bring one real legal & consulting customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.

Discuss your industry workflow Try Pixie free for 14 days →

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