Law firm CRM: matters, referrers and relationships in one place
Centric/Core gives law firms matters with key dates, referrer tracking backed by real relationship intelligence, trust deed analysis and ethical walls, on infrastructure built for confidentiality.
Matters and key dates
Every matter, every date, every relationship
Matters live alongside the contacts, companies and correspondence they belong to, with key dates tracked so nothing critical slips. The client 360 shows the whole picture of a relationship in one place: their matters, their people, their history with the firm.
- Matters connected to contacts, companies and correspondence
- Key dates tracked on every matter
- Client 360 for the full relationship picture
Relationship intelligence
Know who knows whom, and who is going quiet
Most firms live and die by referrals, and most firms track them in someone's head. Centric/Core tracks referrers properly and reads relationship signals from Microsoft 365 to show your firm's real network: who knows whom, which relationships are rising, and which referrers are cooling before the work dries up. The privacy boundary is strict: metadata only, and no message bodies are ever stored.
- Referrer tracking with the numbers to back it
- Network heat map of who knows whom
- Rising and cooling relationships surfaced early
- Metadata only, no message bodies stored
Document tooling
Trust deeds analysed, walls enforced
Point the platform at a trust deed and its amendment history and get a structured analysis rather than an afternoon of reading. Ethical walls are enforced in the platform itself, so restricted matters are invisible to the people they should be invisible to, and per-user access areas control exactly who sees what across the firm.
- Trust deed analysis, including scanned documents
- Ethical walls enforced in the platform
- Per-user access areas across the firm
In the box
Built for firms, backed by the whole platform
Everything below ships as part of the same workspace, reading from the same data.
Key contacts
See which people hold each client relationship together, so a departure never takes the relationship with it.
Follow-ups
Tasks, calendar and automated follow-ups so promised calls and reviews actually happen.
Unified inbox
Email and two-way SMS in one queue with assignment, internal notes and mentions, on the firm's own mailboxes.
Sophia
The built-in AI assistant that answers questions from the firm's own data, with per-tenant spend guardrails.
Access areas
Per-user permissions decide who sees finance, matters, campaigns or relationships, enforced everywhere including Sophia.
Australian and secure
Hosted in Melbourne with active-active high availability, encryption at rest, strict per-tenant isolation with row-level security, and audit trails.
See your firm's network the way it really is
Book a demo and we will show you matters, referrers and relationship intelligence working together.