CRM for CA & Legal Firms
A compliance deadline you tracked in your head, missed. Client trust is built on never missing one.
Clients, recurring compliances, documents and deadlines need reliable tracking, because a single missed date damages hard-won trust. Sphyx is a custom CRM software developer in India — we build CRM for CA & Legal Firms around how you actually win and serve customers, with WhatsApp built in, integrated to your tools, and owned by you, not rented per seat.
From ₹2,50,000 · Live in weeks, not months · You own it, per-seat free
What a generic CRM quietly gets wrong for CA & legal firms
The things you work around every day — because the software was never built for how you serve your customers.
The CA & Legal Firm CRM we build for you
Every part tailored to how CA & legal firms win, serve and keep customers — one connected system, not bolted-on plugins.
How we build your CA & Legal Firm CRM
- 1
Discover
We sit with your team, map how enquiries and customers flow through your practice, and scope what matters first.
- 2
Design
Screens, customer journey and integrations designed around how you serve — reviewed before a line of code.
- 3
Build & ship
Built in phases so you get a working first version fast, then expand module by module.
- 4
Host & support
Managed hosting, security, backups and ongoing improvements — a real team behind it.
Want the full picture first? See our Custom CRM / Web App service, or browse the whole CRM catalogue.
CRM for CA & Legal Firms — FAQ
Why a custom CRM for CA & legal firms instead of a ready-made one?
Off-the-shelf CRM is built for a generic sales team, so CA & legal firms end up bending how they serve customers to fit the software — recurring deadlines tracked by memory, documents chased over endless calls, and more get handled with workarounds and WhatsApp. Sphyx builds the CRM around how you actually win, serve and keep customers, so those become native features, not hacks.
How much does a CRM for CA & legal firms cost?
A custom CRM from Sphyx starts at ₹2,50,000 and scales with the modules you need. Tell us how you handle enquiries and customers, and you'll get a clear, fixed quote within 24 hours of a short intake — no per-seat SaaS fees, and you own the software.
How long to build and go live?
Far faster than it used to be. With our AI-accelerated build, a focused first version — capturing every lead and following up on time for your practice — can go live in days to a few weeks, not months. We then add modules in quick phases as you grow.
Does it work with WhatsApp?
Yes. Sphyx is a Meta-authorized WhatsApp provider, so your CRM can capture enquiries from WhatsApp, send reminders, follow-ups and offers, and keep every conversation on the customer's timeline. It also connects to your website, ads, calls, email and payment tools.
Do we own the CRM and our customer data?
Yes. The software is assigned to you on final payment and your customer data is always yours — exportable any time. No lock-in, no vendor holding your list hostage.
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Get a CRM built for your practice
One accountable team designs, builds, hosts and supports it. You own it. Full quote in 24 hours.