The CRM built for law firms and accounting practices.
New clients often come from referrals and inquiries that need careful, timely follow-up. Grovega helps your firm capture every inquiry, book consultations, collect the documents you need, and follow up, without letting a single client fall through.
this week
A firm runs on client relationships. Losing an inquiry loses a client.
A referral calls asking about a matter. A prospective client fills a form and waits. Someone books a consultation but the document you need never arrives. In a busy practice, these inquiries and follow-ups scatter across inboxes and notes, and the ones that slip are clients, and referrals, lost. Client work rightly comes first, which is exactly why intake and follow-up need a system rather than someone's memory. Grovega gives your firm one organized place to manage every inquiry, consultation, and document, so no client falls through the cracks.
Everything client intake needs, handled with care.
Capture every inquiry
Referrals, calls, and web forms in one place with the matter or service they need.
Book consultations
Schedule and track client consultations so none are missed.
Collect documents
Track which documents you have received and which are still pending, per client.
Confidential notes
Mark sensitive notes as private so they stay with the right people.
Never miss a follow-up
Nudges so no inquiry or deadline slips.
Know your best sources
See which referrers and channels bring clients.
Not a generic CRM you have to reshape for client intake.
Choose Law & Accounting at signup and Grovega sets itself up: fields for matter type and client type, stages for inquiry, consultation, and engaged, plus confidential notes and document tracking, the way a professional firm works.
Up and running this week.
Pick Law & Accounting
Preconfigured for client intake.
Connect your sources
Bring every inquiry into one place.
Consult and collect
Book consultations and gather documents.
Engage
Follow up until the client is yours.
Simple enough your team will actually use it.
Made simple
No training, no manual. Clear from day one.
Made for professional firms
Built for intake, consultations, and documents.
Made to be used
The CRM your team actually keeps open.
Law and accounting CRM questions, answered.
Yes, it is built for firms that manage client inquiries, consultations, and documents.
Yes, schedule and track client consultations.
Yes, see received and pending documents per client.
Yes, mark sensitive notes as private.
No, pick Law & Accounting and it comes preconfigured.
Never let a client inquiry slip through.
Start free in 10 minutes. No card needed.