CircleHQ
⚖️ Client Tracking App for Lawyers India

The Client Relationship CRM for Indian Advocates & Lawyers

Circle Connect helps advocates and legal professionals track client pipelines, court date follow-ups, and referral networks — so you can focus on practice, not paperwork.

The Problem

What Advocates & Lawyers struggle with

📁

Client enquiries go cold

A potential client called about a property dispute six weeks ago. You meant to follow up, but it slipped through. They've hired someone else.

🤝

Referral network is unmapped

You know that Dr. Mehta refers family law cases to you, but you have no structured way to nurture that relationship, track referral history, or reciprocate.

Court dates and deadlines create chaos

Tracking which client needs what document, which matter has a next hearing, and who needs a follow-up call is overwhelming with no central system.

The Solution

How Circle Connect helps Advocates & Lawyers

📌

Client Pipeline Tracking

Track every client from initial enquiry → retainer → active matter → verdict. Know exactly where each relationship stands.

🔔

Matter & Deadline Reminders

Set reminders like 'Follow up with Sharma client before next hearing on the 15th' — Circle resurfaces it at the right time.

🧠

AVIS Referral Intelligence

AVIS tracks your referral sources and tells you when a key referral contact hasn't heard from you in a while — keeping relationships warm.

📊

Lead Lens Pipeline View

Visualise all your client enquiries in a pipeline view with expected retainer value and conversion stage — just like a sales CRM but built for legal work.

I was managing 60+ client relationships on WhatsApp. Circle Connect gave me a proper system. I recovered three lapsed clients in the first month alone.
PK
Adv. Priya Krishnamurthy
Civil Lawyer, Bengaluru

Start building stronger relationships today

Free to download. No credit card required. Works offline.

FAQ

Common questions

What is the best CRM for lawyers in India?

Circle Connect is a relationship CRM built for Indian advocates and lawyers. It tracks client pipelines, court date follow-ups, referral sources, and new client intake — all from a mobile app that takes under 10 minutes to set up.

How can lawyers track client follow-ups without a legal CRM?

Circle Connect lets advocates set reminders like 'follow up with Sharma client before next hearing on the 15th' and resurfaces them at the right time. All client notes, case status, and conversation history are stored in one place.

Can Circle Connect help lawyers manage referral networks?

Yes. Circle Connect tracks which doctors, CAs, or other advocates refer cases to you, logs relationship history with each referral source, and reminds you when a key referral contact hasn't heard from you in a while.

Is Circle Connect free for individual advocates?

Yes. Circle Connect has a free plan for up to 100 contacts — enough for most solo advocates to track their client pipeline. Paid plans start at ₹699 per month for unlimited contacts and AVIS AI.

How is Circle Connect different from legal practice management software?

Legal practice management tools handle billing, document management, and court filings. Circle Connect focuses on the relationship side — tracking which clients to follow up with, managing referral sources, and ensuring no potential client goes cold. The two tools serve different needs.