LegalThe CRM that takes privilege, conflicts and deadlines seriously
A full CRM with a legal module built on three truths of the profession: confidentiality is denial by default, conflict of interest is a gate, and a missed deadline is existential risk. Matters with parties and risk, ethical walls enforced at the database layer, five fee models, billable time tracking, invoices, privileged documents and a client trust ledger whose balance can never go negative.
Deny-by-default ethical wall
The opposite of a regular CRM: a restricted matter is invisible to anyone outside its team, including administrators. Denial is enforced in the database, not hidden in the UI.
Conflicts as a gate
Conflict-of-interest checks before taking the case, with a risk score, reasons and a recorded decision: cleared, waiver or declined. Nothing moves forward without passing the gate.
Deadlines that don’t blow up
A deadline engine with business or calendar days, per-jurisdiction holidays, roll-forward to the next business day and fatal deadlines that require explicit confirmation. A radar of overdue and upcoming dates.
Real trust accounting
Client funds in a separate ledger, per client and currency, with a non-negative balance guaranteed by the database. An improper withdrawal is rejected, not patched up later.
Everything inside
Real product modules, ready on day one. No empty promise: every item below exists and operates today.
Matters
The file for every matter, from advisory to litigation.
- Matter with number, title, practice area and jurisdiction
- Parties with role and identifiers (document, registration) feeding the conflict check
- Parties, fees, time, invoices, documents and deadlines in tabs on one screen
- Matter status across its lifecycle
- Visibility carved by the ethical wall: everyone sees only the matters they work on
Conflict checking
The gate that protects the firm before the client is accepted.
- Conflict search for a candidate against the parties of all matters
- Result with risk level (high, medium, low) and reasons
- Recorded decision per matter: cleared, documented waiver or declined
- A log of checks to demonstrate diligence
- Without a recorded decision, the matter does not proceed
Ethical wall
Confidentiality enforced where it can’t be bypassed: in the database.
- Access to restricted matters denied by default (deny-by-RLS)
- Even admin profiles cannot see matters they are not part of
- Deadline radar and listings honor the wall automatically
- Privileged documents sit behind the same barrier
Deadlines and radar
The deadline engine that treats holidays, business days and fatal dates as law.
- Deadline kinds: response, appeal, hearing, filing, statute of limitations and custom
- Counting in business or calendar days, inclusive or exclusive of day one
- Per-jurisdiction holidays (9 jurisdictions seeded) and roll-forward to the next business day
- Due-date preview before saving and recompute when anything changes
- Fatal deadlines require explicit confirmation to complete or cancel
- Deadline radar: overdue plus the next 30 days, across every visible matter
Fees
Five fee models, with an estimate before you propose.
- Models: hourly, fixed, contingency, retainer and hybrid
- Hourly rate, contingency percentage, discount and currency per arrangement
- Estimate preview by hours and recovery amount
- Propose-and-accept flow for the fee arrangement
Time and invoices
From the minute logged to the finalized invoice, no rework.
- Time entries per matter with activity, rate and minutes
- Billable and non-billable kept apart, with totals per matter
- Draft invoice built from time entries, then finalized with a number
- Amounts per currency with precise minor units
Trust and client funds
Client money never commingles and never goes into the red.
- Ledger of movements per client and currency
- Balance available at any time
- Non-negative balance guaranteed by a database rule: overdrafts are rejected
- A complete movement trail for accounting to the client
Privileged documents
Every version preserved, every access carved by the wall.
- Documents per matter with a privilege flag
- Immutable versioning: every edit becomes a new version, nothing is overwritten
- A content hash per version to prove integrity
- Access carved by the ethical wall: documents of restricted matters only for those on the matter
- An audit trail of creation and new versions
Governance built in
Industry rules enforced in the engine, not in a slide deck.
Confidentiality enforced in the database
The ethical wall is deny-by-default at the data layer (RLS). It is not a UI filter a bug could leak through: the database says no.
Conflict check as an execution gate
The conflict check happens first, with decisions and waivers recorded. The firm demonstrates diligence with history, not memory.
Trust balance constraint
The client funds ledger rejects any movement that would leave the balance negative. Integrity lives in the database, not in a spreadsheet.
Deadlines with a trail
Every deadline stores its counting rule, jurisdiction and applied roll-forward. Recompute when the scenario changes and the history remains.
Plus the whole SellioCRM
The vertical adds to the complete platform, in the same system and with no extra subscriptions.
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Learn more →Privilege, conflicts and deadlines under control from matter one
SellioCRM is free. It stays free as long as infrastructure usage always stays below US$20 a month; once you go over, you pay the month's consumption. No user limits, no catch.
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