Track Referrals, Prospects,
and Origination Without Spreadsheets
Lateral hires, referral relationships, pitch pipelines, and origination credit tracking fall apart in generic CRM tools not built for how law firms develop business. Agaro's CRM is configured for legal — matter type, jurisdiction, referring attorney, and engagement probability tracked from first contact.
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Operations summary across every sales automation & crm module deployed in your tenant — last 24 hours.
Pipeline
Active opportunities by stage — with stuck-deal surfacing, single-thread alerts, and probabilistic close forecasts.
Forecast
Probabilistic, opportunity-level forecasts with the reasoning trace your CRO can present without a leap of faith.
Sequences
Multi-channel sequences that branch on engagement, pause on out-of-office, and stop on opt-out without supervision.
Auto-logged activity
Calls, emails, meetings — captured, summarized, and attached to the right opportunity without a rep ever opening the CRM.
Deal risk
Stalled deals, single-threaded contacts, missing decision criteria — flagged in the cadence your AEs already use.
Coaching
Call analytics surface what's working in your top reps' conversations and turn it into actionable coaching for the rest.
What sales automation & crm actually does for legal.
Auto-logged activity
Calls, emails, meetings — captured, summarized, and attached to the right opportunity without a rep ever opening the CRM.
Next-best action
Each opportunity gets a recommended action, owner, and trigger — based on stage, signal, and what worked on similar deals.
Sequencing that adapts
Multi-channel sequences that branch on engagement, pause on out-of-office, and stop on opt-out without supervision.
Forecast you can defend
Probabilistic, opportunity-level forecasts with the reasoning trace your CRO can present without a leap of faith.
Deal-risk surfacing
Stalled deals, single-threaded contacts, missing decision criteria — flagged in the cadence your AEs already use.
Closed-loop coaching
Call analytics surface what's working in your top reps' conversations and turn it into actionable coaching for the rest.
Engineered to a standard, not a slogan.
Modules that compose with this one.
What legal buyers ask about sales automation & crm
— before they sign.
Deploy sales automation & crm
for your legal team.
A 30-day pilot will show you the integration shape, the operator experience, and the audit trail your team will ask about — delivered by a senior engineering team that ships AI to production for law firms and legal practices.
Begin Pilot