Projects
Contacts built for volume, then a profile that holds the whole relationship.
Work the list with sortable columns, saved views, assignee and field filters synced to the URL, duplicate detection, and imports, then open any person for a configurable profile with activity, conversations, documents, commerce links, and automations scoped to contacts.
Your book of business should survive the first thousand records.
The grid is virtualized for speed, the toolbar matches how power users actually filter, and the detail page is where email, chat, files, and revenue objects meet, without losing the human at the center.
List ergonomics
Table and list modes, column picks, sort, and sharable filters
Choose the density that fits the task, show only the fields your team needs, sort with explicit semantics, and bookmark Active versus Assigned-to-me slices, plus optional equality filters on workspace custom data when you are hunting a segment.
Clean data in
Guided create, imports, merge, and duplicate review
Add people through a wizard that respects your required custom fields, pull spreadsheets through an import flow, and when the database disagrees with itself, run duplicate detection with merge paths instead of exporting to a side project.
One profile, many threads
Detail layout you can tune, timeline, messaging, and records
Open the full contact for a tabbed workspace: core fields and companies, an activity timeline, discussions, documents, and hooks into orders, invoices, subscriptions, forms, and booking links, plus optional client portal controls when your plan supports it.
Team-scale operations
Bulk assign, export, usage, and contact automations
Rebalance ownership in bulk when territories change, export only what legal approved, watch workspace limits in context, and spin up automations on the contacts feature so enrichment and follow-up stay repeatable.
A reliable CRM for my law firm, clear interface, regular updates, and performance that matches how legal practice actually works day to day.
CEO · Leggado.Digital