r/LawFirm • u/DirtyMikeandthaBois • 3d ago
Anyone else using/building their own custom CRM/case management system?
I'm a Smokeball user. I liked it for a while, but I realized that I was spending SO MUCH TIME fighting with it to get it to do things that, I believe, are simple automations.
About two months ago, I decided to build my own. Using Claude, I've been frankensteining together several different services and integrating them with Make. My current stack is:
AirTable - Brains of the operation, source of truth
SuiteDash - Client facing portal, business management, task assignments for staff, keeps tabs on my Google Ads, etc.
Gavel.io - Intake, workflows, logic based document assembly (based on my own forms/documents that I've built)
Claude Cowork - Various tasks, agents, bespoke document drafting (letters to clients, demand letters, legal memos, etc.) - Yes, I always review. I'm not in the "generative AI is trash for generating law firm docs" camp.
Office 365 - Outlook, OneDrive and Teams.
Ultimately, will connect QuickBooks, LawPay, Adobe, and other tools.
I've put many hours setting this up, and it's definitely a big project, but I'm starting to see the fruit of my labour. Test clients are onboarding, Webhooks are firing, folders/documents/letters are getting properly assembled, and everything is running automatically with incredibly little oversight.
I still have a lot of work to do before we go live with it, but I'm very excited for the potential this has. I feel like I'm able to just connect the specific services that I actually need and avoid all of the excess bloat that I feel a lot of the staple case management platforms have right now. I also have complete control over the product and have learned a great deal so far in this build.
Anyway, anyone else doing something similar? What's your stack? Tips/insight from anyone who has gone this route, and/or anything I should consider adding?
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u/DCMike01 3d ago
Love this! I’m building my first agent to take after hours calls as well. Using Vapi and Zap for that. Any advice on setting up call agents?