Your Shop Desk
Family Law · Custom Shop Desk CRM

A Custom CRM for Family Law Firms

Divorce and custody clients are stressed, and sometimes a text on the wrong phone can put them at risk. A Shop Desk fitted to your family law practice sets safe contact rules, watches retainer balances, and keeps clients ready for court.

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A Shop Desk set up the way a family law business would run it
A Shop Desk set up the way a family law business would run it

Shown: Hartwell and Vance Law, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Family Law Words

Every matter moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Consult
  3. 03Retainer
  4. 04Filing
  5. 05Discovery
  6. 06Hearing or Mediation
  7. 07Closed

A matter on your desk hangs off the client and the family.

So the card asks for what you actually need, and nothing a family law business would never fill in.

  • Matter type
  • Opposing party
  • Children involved
  • Hearing and mediation dates
  • Safe contact method
  • Retainer balance
Where it leaks

Where Family Law Businesses Lose Work

Texts Landing on a Shared Phone

A reminder from your firm shows up on a family tablet. That can start a fight or worse.

Retainers Running Dry Without Notice

The trust balance runs low and nobody asks for a refill. Your team keeps working and chases the money later.

Clients Who Arrive Without Their Documents

Financial papers are due and the client brings half of them. The hearing prep falls on your staff at the last minute.

What we would build

Fitted to How You Already Work

  • Safe Contact Settings

    Each client picks a safe number, email and times. The desk only uses what they approved, and messages stay plain on a lock screen.

  • Retainer Balance Alerts

    When a balance drops below the line you set, your team is told. The client gets a refill request in your words.

  • Document Checklists

    Clients see the list of what you need and upload from their phone. Your staff sees what is still missing.

  • Hearing and Mediation Reminders

    Clients get reminders before every date you enter. Replies land on their matter.

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Questions

What Family Law Owners Ask

Can I choose how the firm contacts me?
Yes. You set a safe number, email and times, and the desk only uses those. Your firm can change them if you ask.
Can it tell me when my retainer is getting low?
Yes, if your firm turns that on. It shows your balance and sends a note when it drops.
Can I upload my financial documents from my phone?
Yes. You get a checklist with a link and snap each page. Who at the firm can see them is set up by your lawyer.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Family Law Business Runs

We will tell you honestly what a desk fitted to it would take.

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