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Features/Client Management

Know every client, in one view

Store client details, complete KYC and see all matters, interactions and billing for a client together.

Get started freeGet started freeBook a demo

Free forever for individual lawyers · 7-day trial for firms · Data resides in India

  • Excel client lists
  • Email threads
  • Paper files
  • Phone notes
G

Clients

Live
ClientMattersBilledStatus
  • Mehta and Sons3₹1.8LActive
  • Priya Verma1₹42KActive
  • Khan Traders2₹96KReview
  • Nair Infra4₹3.2LActive
Brought together fromExcel client listsEmail threadsPaper filesPhone notes
Better client relationships
GYL · just nowOnboard cleanly
  • Overview
  • How it works
  • Features
  • Use cases
  • Get started
  • FAQ

Client Management in GYL

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

  • Individual lawyers: Keep client details and history tidy without a separate CRM.
  • Law firms: Give partners a full client view across matters, with top-client and concentration reporting.
  • Enterprise legal teams: Track business-unit and counterparty records and their matters.

Client Management is part of Get Your Lawyers, legal practice management software built in India for individual lawyers, law firms and enterprise legal teams. It works alongside lead pipeline, invoices, billing and collections, client portal, so the work you do here carries through the rest of your practice.

Best for
Individual lawyers, law firms and enterprise legal teams
Free forever plan
Includes 5 cases for individual lawyers
Law firms
7-day trial, then a call to agree your plan
Data
Resides in India
01

Better client relationships

Every conversation and matter is one click away.

02

Onboard cleanly

KYC and engagement letters are tracked, not forgotten.

03

Spot risk and opportunity

Payment behaviour and quiet clients are visible early.

How client management works

G

Client onboarding

Live
  • Collect KYC documentsDone
  • Sign the engagement letterDone
  • Raise the retainer invoiceToday
  • Create the mattersToday
  • Invite to the client portalTomorrow
Step 1 of 3Onboard the client

Client Management features

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

Try it freeTry it free
  1. 01Client directory with search by name or email
  2. 02Onboarding and KYC, with completion tracked per client
  3. 03Single client view: matters, contacts, last interaction, billing history and payment behaviour
  4. 04Unified timeline of client interactions and cases
  5. 05Engagement letters: signed, unsigned and expired
  6. 06Alerts when you have not been in touch for months
  7. 07Add clients from desktop or mobile

Client Management use cases for Indian lawyers and firms

“
A client rings unexpectedly. You open their record and see their open matters, last conversation and outstanding invoice.
Solo lawyer
“
You review your top clients by revenue and spot one you have not met in six months.
Partner

Already on another platform? We move you across.

Migration between platforms is a service we run for you. You do not export, clean or re-type anything: our team moves your data into GYL and checks it with you before go-live.

See how migration worksSee how migration worksAdd it to your plan
  • 01We audit your spreadsheets, diaries and existing software
  • 02Your cases, contacts, documents and dates are mapped into GYL
  • 03You verify a sample before anything goes live
  • 04Your team starts on day one with everything in place

Pick the way in that fits your practice

Individual lawyers

Start free, forever

Your first 5 cases cost nothing. Need more, request them or book a demo.

Keep client details and history tidy without a separate CRM.

Get started freeGet started free

Law firms

Try it for 7 days

Register your firm, use GYL with your team, then we get on a call to agree your plan.

Give partners a full client view across matters, with top-client and concentration reporting.

Start your trialStart your trial

Enterprise legal teams

Scoped around you

Managed data services for migration, and GYL resources deployed at your organisation if needed.

Track business-unit and counterparty records and their matters.

Talk to salesTalk to sales

Not sure yet? Build your plan and request pricing.

Client Management FAQs

Have a specific need?

Talk to the team that builds GYL. We will help you find the right plan or set up a demo.

Talk to usTalk to us
  • Yes. KYC and onboarding status can be tracked per client.

  • Yes. The client view shows matters, invoices and payment behaviour together.

One connected platform, not ten separate tools

Client Management is one part of a single legal operating system. Cases, drafting, clients, billing, people and AI share the same data, so what you do here shows up everywhere it matters.

  • Scattered sheets, chats and folders are brought into one place
  • One record per matter, visible to the right people
  • Intelligence that learns from your own work
  • Services to move you across and roll out at scale
Explore the whole platformExplore the whole platform
GYLOne platform
Client ManagementLead PipelineInvoices, Billing and CollectionsClient PortalCollaborationVendor ManagementCase Calendar

Run your practice from anywhere

Manage cases, hearings and clients on the go. Download the GYL app and keep your practice in your pocket.

Download for iPhoneDownload for iPhoneGet it on AndroidGet it on Android
GYL.Default Workspace

Invoice Management

Generate, send and track invoices with ease

Total invoices
18
Paid
11
Unpaid
5
Total billed
₹7.3L
Billing vs collections
INV-2026-018₹1,20,000
Generated
INV-2026-017₹85,000
Unpaid
DashboardCases
CalendarTasks

Scan the QR code to download the app

QR code to download the GYL app

Run client management on GYL. Free forever for lawyers.

Book a demoStart free
Get Your Lawyers

Bhopal

Office No. 402, 3rd Floor, R Work Square, Plot No. 21, Zone 2, Maharana Pratap Nagar, Bhopal, Madhya Pradesh 462011

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  • Made in India
  • Data resides in India

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