What do you mean by a custom legal CRM?+
A system designed around your firm’s contacts, intake stages, responsibilities, and reporting needs. We can develop a purpose-built application or tailor an existing platform after assessing your requirements. The right approach depends on your workflow, budget, and current tools.
Can we keep our case management software?+
That is a useful starting point. We review the software you use and its available integration options, then scope the handoff from intake to case management. Any connection depends on the provider’s API, access, and licensing.
Is this a subscription product or a custom project?+
Our core offering is custom CRM development and consulting. We agree on project deliverables, platform choices, hosting, and support arrangements before work begins. Third-party subscriptions and usage costs are identified separately.
How do you approach sensitive client information?+
Access permissions, data storage, retention, backups, and audit needs are part of discovery. We agree on the controls and responsibilities for your implementation before production use. Please keep confidential client and matter details out of this website’s inquiry form.
Can you move data from our current system?+
We can scope data mapping, cleanup, migration, and validation after reviewing your source system and export options. We agree on what moves, how it is checked, and how your team transitions before launch.
How much does a build cost, and how long does it take?+
Both depend on scope, integrations, data migration, and the size of the first release. After an initial conversation, we can outline a focused discovery step and a proposal. We do not publish a one-size-fits-all price or timeline.
Do you offer support after launch?+
Yes. Ongoing administration, workflow updates, training, and technical support can be scoped alongside your build. We agree on coverage and responsibilities so your team knows what to expect.
Do you still offer consulting?+
Yes. Salesforce consulting, platform administration, reporting, and process improvement remain part of Shoreside’s services. Legal CRM development is a focused offering within that broader expertise.