A paid invoice opens a case with tasks by itself — the whole client journey on buttons
Clients, offers, invoices, cases and tasks lived in different places, and each client’s journey was pieced together by hand. A client’s check status was easy to lose, and the firm’s finances were kept apart from the cases.
1 click
from a paid invoice to a case with tasks
How it works at reboot legal, a law firm in Berlin
12 steps
from enquiry to case — on buttons
6 types
of cases: business, family, IP, labour, real estate, migration
Before
The client journey pieced together by hand
- Person
Write a new enquiry into a separate list
- Person
Check the client and remember where the status is noted
- Person
Draw up a fee offer, then an invoice separately
- Person
After payment, set up the case and its tasks by hand
- Person
Enter income and expenses into a separate spreadsheet
A client’s check status is easy to lose, and finance is not linked to the cases.
After
The whole client journey on buttons
- Person
The enquiry goes into the CRM, client checks are marked right there
- Person1 button
The client accepts — a button creates the invoice
- System
The invoice is paid — a consultation case with tasks opens at once
- Person
After the consultation — a button creates an offer for full representation
- System
Income, expenses and budget show on the dashboard
How it works
- 1
The enquiry goes into the CRM
A client has five statuses — from incoming enquiry to contract or decline. Client check marks and the history of status changes are kept on the client’s card.
- 2
An offer becomes an invoice
The lawyer prepares an offer with a fee and a validity period. The client agrees, and one button creates the invoice.
- 3
Payment opens the case
As soon as the invoice is paid, a consultation with tasks opens by itself. The case has a number, a type and task progress.
- 4
From consultation to full representation
After the consultation a button creates a new offer for full representation, and the cycle runs through the same steps.
- 5
Finance next to the cases
Income and expenses, budget by category with percent spent, and a dashboard: this month, last month, the year.
What it is made of
NotionThe whole workspace — entirely in German, the firm’s language.
Client CRM
Enquiries, checks and statuses — the client’s path up to the contract.
Cases and tasks
Open after payment, with a number, type and progress.
Finance
Income, expenses and budget by category on one dashboard.
A good fit if
- You run a small practice where clients pay for a consultation and then for handling their case.
- The client journey — enquiry, offer, invoice, work — is pieced together from different places.
- Your team needs a tool in its own language rather than a separate industry CRM.
Common questions
Is Notion right for a law firm?
For a small practice, yes: clients, offers, cases, tasks and finance in one system in the firm’s language, without a separate legal CRM.
Can it be in another language?
Yes, this workspace is entirely in German — the interface is built in the team’s language.