LEGAL CRM & WORKFLOW AUTOMATION

Legal CRM redefined for real-world practice

Custom-built for Khan Law A complete legal CRM platform with automated client intake, sales pipeline, and document generation

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Project Scope

Khan Law, a boutique law firm based in Canada, needed a smarter way to manage clients, cases, and documents. We designed a custom legal CRM with automated intake flows, a visual sales pipeline, and one-click document generation. The project also included a new SEO-driven website to boost visibility and capture qualified leads.

Industry:

LegalTech

Solution:

CRM System, Workflow Automation, SEO Website

Technology:

Node.js, Laravel, MySQL

What We Delivered

Every moving part. Rebuilt and reconnected.

This was not a bundle of features. It was a fully connected system built to power the firm from intake to outcome.

01 Client Intake Automation

We replaced paper forms and scattered emails with a digital intake process. It captures all client data, sends reminders, and feeds directly into the CRM with zero manual entry.

02 Custom Legal CRM

We built a centralized CRM tailored for legal workflows. All clients, cases, documents, and notes are now organized, secure, and accessible from one place.

03 Visual Sales Pipeline

The team can now track every potential client through a clear pipeline. Status stages, next actions, and priority flags help keep the focus where it matters.

04 Document Generation

Common legal documents can now be created instantly. The system uses smart templates that auto-fill client data, reducing errors and saving valuable time.

05 Admin Dashboard

Partners and managers can view case loads, track staff performance, and monitor client activity through a dedicated admin panel that surfaces the right data at the right time.

06 SEO-Driven Website

We redesigned the website to reflect professionalism and authority. The new structure is optimized for search engines and built to convert visitors into qualified leads.

What Changed

Every number points to progress

80 %

Of manual tasks removed from the firm's daily workflow

3 X

Faster client onboarding with automated intake and tracking

70 %

Increase in qualified leads after launching the new website

Closing the Case

Built for today. Ready for what's next.

Khan Law now runs on a system designed for real legal work not workarounds. From the first intake form to the final document, everything is streamlined, automated, and measurable. This wasn't just a tech upgrade. It was a shift in how the firm operates, grows, and delivers value.

Let's Build Yours

Legal CRM redefined for real-world practice - Shwanix Technologies