Industry pack · Legal Services
Configured on day one.
Choose the Legal Services pack when you create your workspace and Quotarider renames every record and rebuilds the pipeline to match how law firms and legal teams actually work.
Records become
Pipeline stages
No firm can act before the conflict check clears, and nothing is billable until the engagement letter is signed.
Conversion shape
Where legal services deals actually fall out.
Stage-level conversion only becomes visible once the pipeline has the right stages in it.
Legal Services pipeline: where matters are lost
Illustrative conversion shape — your own data replaces this
The steepest drops sit at Conflict Check, Engagement Letter — the stages a generic five-stage pipeline cannot represent, which is exactly why the loss stays invisible in a standard CRM.
Why it matters
Generic pipelines lose this detail.
Conflict checks gate everything
No firm can act until the check clears. Making it a stage means matters cannot silently progress past it.
Engagement letter is the revenue moment
Scoping conversations are not revenue. The signed letter is, and the pipeline should say so.
Organisations, not accounts
Corporate clients, in-house teams and referring firms are organisations. The vocabulary matters to the people using it daily.
Set it up in under five minutes.
Pick the Legal Services pack, connect your mailboxes, and start working in your own vocabulary.