CRM & Project Management · Legal

CRM & project management support for law firms & legal professionals

By Zack Pennington, CEO Updated

Between active matters, client intake, deadlines, and business development, most legal professionals are managing more moving parts than any one person should track manually. A Nacho EA can own the administrative layer of your CRM and project management systems: keeping contact records current, matter timelines organized, and nothing falling through the cracks. Whether you're running Clio, Lawmatics, or a general-purpose CRM like HubSpot alongside a project tool like Asana or Monday.com, we've worked in these environments before.

Tools we work with: HubSpot Salesforce Attio Asana

How it works

How Nacho handles crm & project management for lawyers and law firms

A Nacho EA assigned to your legal practice will typically work inside your existing CRM and matter management tools to handle the tasks that require consistency and attention to detail but not your billable time. On the CRM side, that means logging client communications, updating contact and matter records after calls or meetings, managing intake pipeline stages, and flagging stale leads or dormant client relationships that need follow-up. On the project management side, your EA can build out matter timelines, create and assign recurring task templates for common matter types, track deadline dependencies, and keep your team's boards current so status is always visible without a check-in meeting. You stay in the loop through brief async updates, you're making decisions, not doing data entry.

Off your plate

What your EA takes off your plate

Before your first session, pull a list of the CRM fields your team actually uses versus the ones that are always blank, this tells your EA where to focus and what to ignore. The most common mistake is handing over access without a brief walkthrough of how your firm names matters or stages contacts; fifteen minutes of context upfront prevents weeks of cleanup later. You don't need a perfect system before you start, your EA can help document the logic as they go.

  1. CRM Contact and Matter Record Maintenance

    Updating client profiles, matter status fields, and communication logs in tools like Clio, Lawmatics, or HubSpot after each touchpoint so records reflect current reality.

  2. Client Intake Pipeline Management

    Moving prospective clients through intake stages, sending follow-up reminders, and flagging leads that have gone cold or need attorney review before advancing.

  3. Matter Timeline and Deadline Tracking

    Building out project boards in Asana, Monday.com, or ClickUp with key milestones, filing deadlines, and task dependencies mapped to each active matter.

  4. Recurring Task Template Setup for Matter Types

    Creating standardized task checklists for common matter types: such as estate planning, contract review, or litigation, so nothing is missed when a new matter opens.

  5. Business Development Activity Logging

    Recording referral source data, networking contacts, and BD outreach activity in your CRM so you have an accurate picture of where new business is coming from.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Salesforce
Monday.com
Notion
ClickUp
Asana
Make.com

...and many more!

Client proof

Trusted by lawyers and law firms

Nacho supports lawyers and law firms including Advantage Evans, La Firma Inmigrantes Primero, Rupal Law, handling everything from crm & project management to broader operational support.

Talent Budget

What crm & project management support costs for lawyers and law firms

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
15 hours $525
Specialists
~$50/hour
10 hours $500
Fractional Executives
~$95/hour
5 hours $475
Your monthly budget
$1,500

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a discovery call

Good questions

Frequently asked questions

Yes. Our EAs are experienced with tools commonly used in legal practices, including Clio, Lawmatics, and MyCase, as well as general CRMs like HubSpot and Salesforce that some firms use for business development. If your stack is less common, we'll review it during onboarding and confirm fit before work begins.
All Nacho team members sign NDAs, and we can work within your firm's existing access controls: role-based permissions, limited data views, and secure credential sharing through tools like LastPass. We recommend granting access only to the specific modules your EA needs rather than full system access, and your Client Success Manager will help you think through that setup during onboarding.
It's actually one of the most common situations we start from. Your EA can help document your current informal process, identify gaps, and build a repeatable workflow around what's already working. You don't need a polished system before delegating, you need someone consistent enough to help you build one.

Ready when you are

Get your CRM and matter tracking off your plate

Nacho's onboarding includes a Strategic Delegation Plan built around your firm's specific tools and workflows, so your EA is productive from day one, not week four. Plans start at $1,000/month with a one-time $300 onboarding fee.