Managing a law firm isn’t just about winning cases it’s about running operations smoothly, maintaining clear client communication, and delivering a professional experience at every step. Exterly’s legal management software is designed for modern law firms that want efficiency and growth. From case management and billing to client relationship management (CRM for law firms) and legal marketing automation, everything you need is centralized in one easy-to-use platform.


Common Problems Law Firms Face
❌ Disorganized case files and scattered documents
❌ Missed follow-ups and delayed client communication
❌ No centralized CRM for client and case data
❌ Time wasted on manual billing, scheduling, and paperwork
❌ Struggling to retain clients and build long-term trust
❌ Negative reviews with no system to manage reputation
❌ Marketing efforts are random, not automated or tracked

The Legal Management Software That Simplifies Your Firm’s Workflow
Whether you’re a solo attorney or running a multi-partner law firm, juggling client cases, billing, and communication can quickly get overwhelming. Our legal automation software acts as your digital operations hub helping you manage every part of your practice in one place.

Your client relationships are the heart of your practice. With our built-in CRM for law firms, you can track leads, schedule consultations, and manage ongoing cases without losing important details.

Your client relationships are the heart of your practice. With our built-in CRM for law firms, you can track leads, schedule consultations, and manage ongoing cases without losing important details.
Exterly’s Law Firm Management System is built for legal professionals of every size and specialty. From solo attorneys to multi-location firms, our platform adapts to your workflow and helps you stay organized, efficient, and client-focused
Solo Practitioners
Small & Mid-Sized Law Firms
Large & Multi-Office Firms
Specialized Practices (Family, Corporate, Criminal, Immigration, etc.)
Legal Aid & Non-Profit Organizations

Email Marketing
Create campaigns that connect.

WhatsApp Marketing
Reach customers where they’re active

Social Media Management
Schedule and manage posts with ease.

Sale Funnels
Bring all messaging into one platform—SMS, email, and social.

Website Builder
Build professional, high-conversion landing pages.

Search Engine Optimization
Track and manage customer interactions in a single, organized CRM.

Invoicing & Payment Tools
Monitor reviews and keep your online image shining.

Reputation Management
Engage and grow your loyal audience.

All-in-One Communication Hub
Centralize your messages for smooth communication.

Pipeline Management
Track every stage of your customer journey.

Lead Management
Stay on top of your prospects with ease.

Task Management
Assign and track tasks effortlessly.

Appointment Scheduling
Track every stage of your customer journey.

Contact Management
Stay on top of your prospects with ease.

Retargeting Automations
Assign and track tasks effortlessly.

Membership Management
Manage your customer memberships seamlessly.

Sales Funnels
Convert leads effortlessly with optimized funnels.

Quoting & Invoicing
Simplify billing and close deals faster.

Payment Integration
Make transactions easy for you and your clients.

Course Sales
Create and sell courses directly from your platform.

Workflow Automations
Automate repetitive tasks and save time.

AI Assistant
Optimize client interactions with smart tools.

Call Tracking & Recording
Make transactions easy for you and your clients.

Dashboards & Analytics
Gain insights and track progress effortlessly

Funnel & Website Analytics
Understand your performance in real time.
What Our Clients Say
Adv. Maria Khan
Family Law Specialist

We used to juggle client files, calls, and payments manually. With Exterly, scheduling, follow-ups, and invoicing are all automated
Omar Siddiqui
Property Consultant

Clients now receive automatic reminders, and our rebooking rate has improved. The CRM keeps track of every case and interaction

Client-Friendly Website
Create a professional website for your law firm with built-in contact forms, practice area pages, and consultation booking calendar.

Smart CRM + Unified Communication
Manage all your client database, case history, and conversations from WhatsApp, Email, Google, and more all in one secure dashboard

Secure Client Communication
Centralize communication via SMS, email, or chat — ensuring confidentiality and quick responses.

Workflow Automation
Send consultation reminders, case updates, payment notices, and newsletters automatically via email or WhatsApp.

Reputation Management
Request client reviews after successful cases, monitor your online presence, and strengthen your credibility in local searches

Appointment & Consultation Scheduling
Let clients book consultations online. Automated reminders reduce no-shows and keep your calendar full.

Chatbot & Chat Widget
Automatically answer FAQs like consultation fees, office hours, or required documents even while you’re away from your desk.
Create a professional website for your service business, with built-in contact forms, service lists, and booking calendar.

Manage all client chats from WhatsApp, Instagram, Email, Google, and more — in one dashboard. Keep full conversation and job history.

Send follow-ups, booking reminders, review requests, and promotions on autopilot through email or WhatsApp.

Sell cleaning bundles, handyman tools, or offer loyalty programs, service bundles, and memberships.

Automatically request reviews after jobs, monitor your ratings, and boost your local search presence.


Discover how Exterly can simplify your business see it in action with a free demo.
Exterly.io provides a smart CRM designed for law practices. You can securely manage your entire client database, case notes, communication history, and documents in one place so you never lose track of a client or case detail.
Yes. Our appointment booking system allows clients to schedule consultations directly on your website. You’ll receive automated reminders, reducing no-shows and keeping your calendar organized.
Absolutely. Exterly.io offers secure document storage and case management tools, ensuring your contracts, evidence, and legal files are protected while remaining easily accessible for your team
Yes. With built-in marketing automation, you can send case updates, payment reminders, and consultation follow-ups automatically via email, SMS, or WhatsApp saving time and improving client communication.
Exterly.io’s reputation management system automatically requests reviews from satisfied clients, helps you monitor your online ratings, and boosts your firm’s credibility in local searches.
Yes. You can manage and schedule posts across all major social platforms, ensuring your law firm stays visible and builds trust with potential clients
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