The simple CRM for law firms & advisors.
Intakes, matters, and retainers in one place for lawyers, accountants, and advisors — with engagement letters and clean billing.
- Intakes & matters
- Retainers & flat fees
- Engagement letters
Your workspace, relabeled
- ContactsClients
- PipelineMatters
- DealsMatters
- AppointmentsConsultations
Your pipeline
Built for how legal & professional actually work.
Intake to engagement
Intake, consult, engaged, active: move a new matter through without dropping a step.
Retainers and flat fees
Consultations, hourly rates, flat fees, and retainer deposits are ready to bill from day one.
The engagement in writing
An engagement letter with scope, fees, and retainer terms is built in.
Your prices, ready on day one.
BizSimple loads a starter price list built for legal & professional — edit it, don't build it from scratch. Every line becomes a quote or an invoice in a click.
Initial consultation
Up to one hour; applied to the matter if engaged.
Hourly rate
Professional time billed hourly in tenths.
Flat fee — document review
Review and written comments on one agreement.
Flat fee — formation package
Entity formation with standard documents.
Retainer deposit
Advance deposit applied against invoices.
Turned on the way legal & professional need it.
Modules, ready to go
The lean core, plus what this trade tends to need — nothing else.
A contract for your trade
A engagement letter is built in — a starting point written for your work, not a blank page.
Engagement Letter
Connect what you use
Suggested integrations for this trade — add them only when you want them.
Questions, answered.
Does BizSimple handle retainers and flat fees?+
Yes — retainer deposits, hourly rates, and flat-fee matters come pre-loaded.
Is there an engagement letter?+
An engagement-letter template is built in. It is a starting point you should adapt to your jurisdiction's professional rules.
Do I have to use every feature?+
No. Every business gets the same lean core — contacts, pipeline, invoices — and everything else is an add-on you switch on only when it helps.
BizSimple fits your trade too.
One product, relabeled for each kind of business. Find yours:
The CRM legal & professional actually keep using.
Start free with the core, and switch on the rest — point of sale, online store, booking — only when you need it. Every add-on is free.