TIMESOLV CRm

Legal CRM, marketing automation, and client intake.

TimeSolv CRM software for law firms gives professionals the tools to manage client relationships, streamline intake, and automate marketing workflows. Convert leads faster, stay top of mind with prospects, and ensure no opportunity slips through the cracks.

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PROFESSIONAL CRM

Manage client relationships with less effort and more impact.

Handle every stage of the client journey, from first contact
to final invoice, with centralized records, contact tracking, and communications history.

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Complete Contact Profiles

Store notes, contact details, status, intake progress, and communication logs for every lead and client.

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Pipeline Visibility

Track prospective clients through every intake stage with customizable statuses and workflows.

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Built-In Reminders

Set automated tasks and follow-ups to ensure timely client communication and reduce no-shows.

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Grow your practice
with TimeSolv CRM.
MARKETING AUTOMATION

Convert more leads 
with less manual work.

Build and launch automated marketing campaigns that keep your firm top of mind; without the heavy lift.

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Automated Campaign Triggers

Trigger emails and task reminders based on intake status, tags, or key dates.

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Email Nurture Sequences

Send personalized drip campaigns that engage leads and drive them toward consultation.

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Lead Source Reporting

Track campaign ROI with built-in tools that show where your best leads come from.

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Grow your practice
with TimeSolv CRM.
client convenience
CLIENT CONVENIENCE

Deliver a smoother, smarter intake experience.

Capture, qualify, and convert leads with TimeSolv’s professional client intake software built specifically for professional
services firms.

Custom Intake Forms

Build branded, matter-specific forms that feed directly into your CRM.

Smart Intake Routing

Route inquiries based on matter type, geography, or availability.

Instant Matter Creation

Convert qualified leads to active clients and start matters instantly with no duplicate entry.

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Grow your practice
with TimeSolv CRM.
CUSTOM SOLUTIONS FOR PROFESSIONALS

Built for your profession,
secured for your needs.

TimeSolv’s secure portal for clients is perfect for professionals who value client trust and convenience.

Consultants

Track sales conversations, automate follow-ups, and build branded nurture campaigns for prospective clients.

Accountants

Use automated workflows to convert tax-season inquiries into year-round clients. Keep contact records clean and current.

Freelancers

Stay on top of project requests, client conversations, and follow-up tasks with lightweight 
CRM features.

PR Firms

Manage prospects by campaign, brand, or region. Use email automation to keep your firm 
top of mind.

IT Firms

Coordinate leads across technical teams, track proposal progress, and run campaigns for service add-ons or upgrades.

Business Worldwide

TimeSolv CRM was built with legal professionals in mind—track referrals, automate intake, and follow up without delay.

Testimonials

What our users have to say

Chris L.
Accounting
Coach stuck with me to get up and running... more than one way to do it.
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Delara Doroodian
Attorneys, California
I love TimeSolv. It is very simple to use, user-friendly, and highly efficient. I especially love all the shortcuts it has in place to save me time when inputting lots of billable time.
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G. Robert Ryan Jr.
Attorneys, Illinois
TimeSolv is an invaluable part of running our law firm... especially for any small to medium size firms.
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TIMESOLV CRM FAQ
Find answers to common questions TimeSolv’s legal client intake software.
What is legal CRM software?

Legal CRM software helps law firms manage leads, track communication, and convert prospects into clients. TimeSolv CRM centralizes client data and simplifies follow-up.

How is TimeSolv CRM different from generic CRM tools?

TimeSolv CRM is tailored for legal workflows. It includes legal-specific intake tools, matter creation, and integrations with practice management tools.

Does TimeSolv CRM include email automation?

Yes. You can create automated email campaigns, reminders, and follow-up tasks based on custom triggers.

Can I track lead sources with TimeSolv CRM?

Absolutely. TimeSolv CRM lets you tag leads by source and generate reports on which channels perform best.

What kind of intake forms can I build?

You can create fully customizable forms for consultations, referrals, or matter-specific intake—all branded to your firm.

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TimeSolv is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

© 2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, TimeSolv, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.