Client Management Program

Build Stronger Client Relationships with Smart Client Management

Clients are the foundation of practice. Get Your Lawyers client management module is built to help lawyers focus on what matters most winning cases and growing their practice while the system handles the rest.

Instead of hunting through WhatsApp chats, emails, and sticky notes, all client details, contacts, company information, case history, and pending matters are securely stored and instantly retrievable.

DashboardCasesCalendarTasks

Quick search…

Client Management

Organise and track all your legal client relationships.

Import+ Add client

Clients

6 added this month

KYC complete

3 pending

Active matters

Across all clients

Outstanding

₹5.0L

From 4 clients

Client	Organisation	Matters	Last interaction	KYC
AMAarav Mehta	Mehta & Sons	3	Today	Complete
PVPriya Verma	Individual	1	2 days ago	Complete
RKRahul Kapoor	Kapoor Infra	5	1 week ago	Pending
SRSneha Rao	Rao Traders	2	3 weeks ago	Complete
VIVikram Iyer	Iyer Pharma	4	Yesterday	Complete

Aarav Mehta

Mehta & Sons · Client since 2024

3 active mattersLatest hearing tomorrow

Billing₹2,40,000 billed · ₹1,20,000 paid

Last interactionCall about the written statement

Not spoken to in 6 months? GYL nudges you before it happens.

Our client management system gives lawyers everything they need to run a more organized and efficient practice.

DashboardCasesCalendarTasks

Quick search…

Client Management

Organise and track all your legal client relationships.

Import+ Add client

Clients

6 added this month

KYC complete

3 pending

Active matters

Across all clients

Outstanding

₹5.0L

From 4 clients

Client	Organisation	Matters	Last interaction	KYC
AMAarav Mehta	Mehta & Sons	3	Today	Complete
PVPriya Verma	Individual	1	2 days ago	Complete
RKRahul Kapoor	Kapoor Infra	5	1 week ago	Pending
SRSneha Rao	Rao Traders	2	3 weeks ago	Complete
VIVikram Iyer	Iyer Pharma	4	Yesterday	Complete

Aarav Mehta

Mehta & Sons · Client since 2024

3 active mattersLatest hearing tomorrow

Billing₹2,40,000 billed · ₹1,20,000 paid

Last interactionCall about the written statement

Not spoken to in 6 months? GYL nudges you before it happens.

Clients

Never Forget a Client's Details Again
Every client's name, email, mobile, company, and city in one place so you know who's calling before you pick up.
Find Any Client in Seconds
Search your entire client base instantly, no endless scrolling.
Add New Clients Without Breaking Your Flow
Onboard a new client in seconds and get straight back to work.
A Clean View That Matches How You Work
Show only the details you need and keep your workspace focused.
Your Client Data, Always Export-Ready
Download your full client list anytime for billing, reporting, or audits, clean and ready in one click.

Leads & CRM

Never Lose a Potential Client Again
Every lead's name, email, and mobile number stored and organized the moment they come in.
Always Know Where Every Lead Stands
Track each lead's stage in real time so you know who needs follow-up, who's ready to convert, and who needs more time.
Know Where Your Best Clients Are Coming From
Track lead sources to see which referrals, platforms, or channels bring the most value.
Follow Up Faster Than the Competition
Search and filter lead instantly by name, stage, or source to reach out at exactly the right moment.
Your Lead Data, Always Ready
Export your complete leads list anytime for reviews, reporting, or team discussions — clean and one click away.

DashboardCasesCalendarTasks

Quick search…

Client Management

Organise and track all your legal client relationships.

Import+ Add client

Clients

6 added this month

KYC complete

3 pending

Active matters

Across all clients

Outstanding

₹5.0L

From 4 clients

Client	Organisation	Matters	Last interaction	KYC
AMAarav Mehta	Mehta & Sons	3	Today	Complete
PVPriya Verma	Individual	1	2 days ago	Complete
RKRahul Kapoor	Kapoor Infra	5	1 week ago	Pending
SRSneha Rao	Rao Traders	2	3 weeks ago	Complete
VIVikram Iyer	Iyer Pharma	4	Yesterday	Complete

Aarav Mehta

Mehta & Sons · Client since 2024

3 active mattersLatest hearing tomorrow

Billing₹2,40,000 billed · ₹1,20,000 paid

Last interactionCall about the written statement

Not spoken to in 6 months? GYL nudges you before it happens.

DashboardCasesCalendarTasks

Quick search…

Invoice Management

Generate, send and track invoices with ease, ensuring timely payments.

+ New invoice

Total invoices

This financial year

Paid

₹4.2L collected

Unpaid

₹3.1L outstanding

Total billed

₹7.3L

Across all clients

Billing vs collections

Raised versus collected

Invoice status

Paid · 11

Unpaid · 5

Generated · 2

Invoice	Client	Issued	Due	Amount	Status
INV-2026-018	Mehta & Sons	24 Sep	24 Oct	₹1,20,000	Generated
INV-2026-017	Kapoor Infra	18 Sep	18 Oct	₹85,000	Unpaid
INV-2026-016	Rao Traders	10 Sep	10 Oct	₹45,000	Paid

Invoices Management

Always Know Who Owes You Money
Track every invoice's payment status immediately paid, pending, or overdue so you never have to wonder where your money is.
Never Miss a Payment Due Date Again
Issue dates and due dates clearly visible for every invoice so you can follow up at the right time and keep your cash flow steady.
Find Any Invoice Before Your Client Asks
Search any invoice instantly by number, amount, or status and answer every billing query confidently and immediately.
Always Stay on Top of Your Billing
Filter invoices by payment status and always have a clean, accurate picture of your practice's finances.
Create New Invoices Without Slowing Down
Generate and log a new invoice in seconds, professional, accurate, and ready to send.
Export Billing Data Whenever You Need It
Download your complete invoice history in one click for tax filing, financial reviews, or client disputes.

Expense Management

Never Lose Track of a Legal Expense Again
Log every expense against the right case the moment it happens so nothing gets forgotten and every rupee spent is always accounted for.
Know Exactly What's Billable and What Isn't
Clearly distinguish billable expenses from non-billable ones and make sure you're recovering every cost that your client owes you not absorbing it silently.
See Where Your Practice Money is Going
Filter and review expenses by case, date, or amount and get a clear picture of your spending so you can cut unnecessary costs and protect your margins
Bill Clients Accurately, Every Single Time
With case-linked expenses always at hand, your invoices reflect the true cost of every matter no guesswork, no underbilling, no disputes.
Export Expense Data When It Matters Most
Download your complete expense history in one click for tax filing, client billing, or financial reviews organized and ready to use.

DashboardCasesCalendarTasks

Quick search…

Expense Tracking

Record, categorise and recover expenses for every matter.

+ Add expense

Total expenses

₹2,35,000

This year

Reimbursable

₹1,48,000

63% of spend

Recovered

₹92,000

Billed and collected

Pending approval

Oldest 3 days

Spend by head

Court fees · 34%

Counsel fees · 26%

Travel · 22%

Office · 18%

Spend against budget

By expense head, this year

Court fees78% of budget

Counsel fees62% of budget

Travel91% of budget

Office44% of budget

Expense	Matter	Head	Amount	Status
Court fee, appeal	State vs. R. Sharma	Court fees	₹12,000	Approved
Counsel brief, High Court	Mehta & Sons	Counsel fees	₹35,000	Pending
Travel, Allahabad	Singh vs. State	Travel	₹8,400	Approved

Related to this page

Go deeper into every feature

Each capability has its own page, with what it does and who it is for.

Client Management

Client records, KYC and a single timeline of matters and interactions.

Lead Pipeline

Move every enquiry from new to won, with follow-ups.

Invoices, Billing and Collections

Invoices, expenses, receivables ageing and collections.

Expense Tracking

Record, categorise and recover expenses for every matter.

Client Portal

Give clients a live view of their matters, documents and invoices.

Dashboards and Reports

Role-based dashboards, alerts and a custom report builder.

See all features

Built for the way you practise

Individual lawyers

A free plan and everything a solo practice needs.

Law firms

Timesheets, workload, pipeline and firm-wide reporting.

Enterprise legal teams

Matters, outside counsel and spend in one view.

Turn every enquiry into a paying client

Leads, clients, invoices and expenses in one connected workspace — so nothing slips and nothing goes unbilled.

Get started for free Book a demo

Client Management Program

Build Stronger Client Relationships with Smart Client Management

DashboardCasesCalendarTasks

Quick search…

Client Management

Organise and track all your legal client relationships.

Import+ Add client

Clients

6 added this month

KYC complete

3 pending

Active matters

Across all clients

Outstanding

₹5.0L

From 4 clients

Client	Organisation	Matters	Last interaction	KYC
AMAarav Mehta	Mehta & Sons	3	Today	Complete
PVPriya Verma	Individual	1	2 days ago	Complete
RKRahul Kapoor	Kapoor Infra	5	1 week ago	Pending
SRSneha Rao	Rao Traders	2	3 weeks ago	Complete
VIVikram Iyer	Iyer Pharma	4	Yesterday	Complete

Aarav Mehta

Mehta & Sons · Client since 2024

3 active mattersLatest hearing tomorrow

Billing₹2,40,000 billed · ₹1,20,000 paid

Last interactionCall about the written statement

Not spoken to in 6 months? GYL nudges you before it happens.

Our client management system gives lawyers everything they need to run a more organized and efficient practice.

DashboardCasesCalendarTasks

Quick search…

Client Management

Organise and track all your legal client relationships.

Import+ Add client

Clients

6 added this month

KYC complete

3 pending

Active matters

Across all clients

Outstanding

₹5.0L

From 4 clients

Client	Organisation	Matters	Last interaction	KYC
AMAarav Mehta	Mehta & Sons	3	Today	Complete
PVPriya Verma	Individual	1	2 days ago	Complete
RKRahul Kapoor	Kapoor Infra	5	1 week ago	Pending
SRSneha Rao	Rao Traders	2	3 weeks ago	Complete
VIVikram Iyer	Iyer Pharma	4	Yesterday	Complete

Aarav Mehta

Mehta & Sons · Client since 2024

3 active mattersLatest hearing tomorrow

Billing₹2,40,000 billed · ₹1,20,000 paid

Last interactionCall about the written statement

Not spoken to in 6 months? GYL nudges you before it happens.

Clients

Never Forget a Client's Details Again
Every client's name, email, mobile, company, and city in one place so you know who's calling before you pick up.
Find Any Client in Seconds
Search your entire client base instantly, no endless scrolling.
Add New Clients Without Breaking Your Flow
Onboard a new client in seconds and get straight back to work.
A Clean View That Matches How You Work
Show only the details you need and keep your workspace focused.
Your Client Data, Always Export-Ready
Download your full client list anytime for billing, reporting, or audits, clean and ready in one click.

Leads & CRM

Never Lose a Potential Client Again
Every lead's name, email, and mobile number stored and organized the moment they come in.
Always Know Where Every Lead Stands
Track each lead's stage in real time so you know who needs follow-up, who's ready to convert, and who needs more time.
Know Where Your Best Clients Are Coming From
Track lead sources to see which referrals, platforms, or channels bring the most value.
Follow Up Faster Than the Competition
Search and filter lead instantly by name, stage, or source to reach out at exactly the right moment.
Your Lead Data, Always Ready
Export your complete leads list anytime for reviews, reporting, or team discussions — clean and one click away.

DashboardCasesCalendarTasks

Quick search…

Client Management

Organise and track all your legal client relationships.

Import+ Add client

Clients

6 added this month

KYC complete

3 pending

Active matters

Across all clients

Outstanding

₹5.0L

From 4 clients

Client	Organisation	Matters	Last interaction	KYC
AMAarav Mehta	Mehta & Sons	3	Today	Complete
PVPriya Verma	Individual	1	2 days ago	Complete
RKRahul Kapoor	Kapoor Infra	5	1 week ago	Pending
SRSneha Rao	Rao Traders	2	3 weeks ago	Complete
VIVikram Iyer	Iyer Pharma	4	Yesterday	Complete

Aarav Mehta

Mehta & Sons · Client since 2024

3 active mattersLatest hearing tomorrow

Billing₹2,40,000 billed · ₹1,20,000 paid

Last interactionCall about the written statement

Not spoken to in 6 months? GYL nudges you before it happens.

DashboardCasesCalendarTasks

Quick search…

Invoice Management

Generate, send and track invoices with ease, ensuring timely payments.

+ New invoice

Total invoices

This financial year

Paid

₹4.2L collected

Unpaid

₹3.1L outstanding

Total billed

₹7.3L

Across all clients

Billing vs collections

Raised versus collected

Invoice status

Paid · 11

Unpaid · 5

Generated · 2

Invoice	Client	Issued	Due	Amount	Status
INV-2026-018	Mehta & Sons	24 Sep	24 Oct	₹1,20,000	Generated
INV-2026-017	Kapoor Infra	18 Sep	18 Oct	₹85,000	Unpaid
INV-2026-016	Rao Traders	10 Sep	10 Oct	₹45,000	Paid

Invoices Management

Always Know Who Owes You Money
Track every invoice's payment status immediately paid, pending, or overdue so you never have to wonder where your money is.
Never Miss a Payment Due Date Again
Issue dates and due dates clearly visible for every invoice so you can follow up at the right time and keep your cash flow steady.
Find Any Invoice Before Your Client Asks
Search any invoice instantly by number, amount, or status and answer every billing query confidently and immediately.
Always Stay on Top of Your Billing
Filter invoices by payment status and always have a clean, accurate picture of your practice's finances.
Create New Invoices Without Slowing Down
Generate and log a new invoice in seconds, professional, accurate, and ready to send.
Export Billing Data Whenever You Need It
Download your complete invoice history in one click for tax filing, financial reviews, or client disputes.

Expense Management

Never Lose Track of a Legal Expense Again
Log every expense against the right case the moment it happens so nothing gets forgotten and every rupee spent is always accounted for.
Know Exactly What's Billable and What Isn't
Clearly distinguish billable expenses from non-billable ones and make sure you're recovering every cost that your client owes you not absorbing it silently.
See Where Your Practice Money is Going
Filter and review expenses by case, date, or amount and get a clear picture of your spending so you can cut unnecessary costs and protect your margins
Bill Clients Accurately, Every Single Time
With case-linked expenses always at hand, your invoices reflect the true cost of every matter no guesswork, no underbilling, no disputes.
Export Expense Data When It Matters Most
Download your complete expense history in one click for tax filing, client billing, or financial reviews organized and ready to use.

DashboardCasesCalendarTasks

Quick search…

Expense Tracking

Record, categorise and recover expenses for every matter.

+ Add expense

Total expenses

₹2,35,000

This year

Reimbursable

₹1,48,000

63% of spend

Recovered

₹92,000

Billed and collected

Pending approval

Oldest 3 days

Spend by head

Court fees · 34%

Counsel fees · 26%

Travel · 22%

Office · 18%

Spend against budget

By expense head, this year

Court fees78% of budget

Counsel fees62% of budget

Travel91% of budget

Office44% of budget

Expense	Matter	Head	Amount	Status
Court fee, appeal	State vs. R. Sharma	Court fees	₹12,000	Approved
Counsel brief, High Court	Mehta & Sons	Counsel fees	₹35,000	Pending
Travel, Allahabad	Singh vs. State	Travel	₹8,400	Approved

Related to this page

Go deeper into every feature

Each capability has its own page, with what it does and who it is for.

Built for the way you practise

Individual lawyers

A free plan and everything a solo practice needs.

Law firms

Timesheets, workload, pipeline and firm-wide reporting.

Enterprise legal teams

Matters, outside counsel and spend in one view.

Turn every enquiry into a paying client

Leads, clients, invoices and expenses in one connected workspace — so nothing slips and nothing goes unbilled.

Get started for free Book a demo

Client Management Program for Law Firms | Manage Clients Efficiently

Client Management Program

Build Stronger Client Relationships with Smart Client Management

Our client management system gives lawyers everything they need to run a more organized and efficient practice.

Clients

Leads & CRM

Invoices Management

Expense Management

Related to this page

Case management

Shared workspaces

Plans and pricing

Go deeper into every feature

Client Management

Lead Pipeline

Invoices, Billing and Collections

Expense Tracking

Client Portal

Dashboards and Reports

Built for the way you practise

Individual lawyers

Law firms

Enterprise legal teams

Turn every enquiry into a paying client

Client Management Program

Build Stronger Client Relationships with Smart Client Management

Our client management system gives lawyers everything they need to run a more organized and efficient practice.

Clients

Leads & CRM

Invoices Management

Expense Management

Related to this page

Case management

Shared workspaces

Plans and pricing

Go deeper into every feature

Client Management

Lead Pipeline

Invoices, Billing and Collections

Expense Tracking

Client Portal

Dashboards and Reports

Built for the way you practise

Individual lawyers

Law firms

Enterprise legal teams

Turn every enquiry into a paying client