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Colab CRM
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Colab for Legal

Every inquiry in the hands of the right lawyer, with its full history.

Bring your firm's inquiries into one place, assign every case to the right person and follow up from the first contact.

Free 7-day trial Talk to sales

We ask for a payment method to start the trial and charge nothing until day 8.

What a day in your business looks like

  1. Comes in

    A prospective client writes on WhatsApp and the inquiry lands in the inbox.

    Good afternoon, I need advice about a dismissal

  2. Gets handled

    It is assigned to the lawyer for that practice area, who leaves an internal note and books the meeting from the chat.

    Internal noteBring the contract and the termination letter

  3. Closes

    The fee proposal goes out and the case moves to active client.

    Here is the fee proposal for your case

Your board

Every conversation moves through the stages of your business. You see how many sit in each one and which have gone days without movement.

  1. New inquiry2

    • AG Andrea Gómez
    • RL Ricardo Lozano Frozen

  2. Under review2

    • CP Carlos Peña
    • MJ Mónica Jaramillo Warm

  3. Proposal sent1

    • HO Hernán Ospina Cold

  4. Active client1

    • IQ Isabel Quintero

What you use every day

  • Inbox

    History per client

    The whole conversation stays in one thread, ready for whoever picks up the case.

  • Team

    Two roles and per-pipeline access

    The account owner sees every case, and each lawyer sees the ones in the pipelines you assign them.

  • Conversation

    Internal notes

    Case notes inside the conversation, visible only to your team.

  • Calendar

    Team calendar

    Meetings and deadlines created from the chat, with an in-app reminder for your team 15 minutes before.

Sales and Analytics

You see everything

Every sale is recorded in its conversation, and Analytics shows how many conversations came in and how much each person on your team sold. Customers going cold show up in the inbox and on the board.

All your channels in one place

  • WhatsApp
  • Instagram
  • Messenger

WhatsApp, Instagram and Facebook Messenger in one inbox. Colab is a Meta Tech Provider, so your official WhatsApp connects through the authorized route.

Meta Tech Provider

Frequently asked questions

Yes, each with their own user.

Only if the owner allows it; access is set per pipeline.

Yes. On WhatsApp Business API you send the notice with a Meta-approved template, and on WhatsApp Messenger (Basic plan) you schedule it as a text message for the date.

Yes, the entry plan is enough for a small team.

Your firm, with every case in view.

Free 7-day trial

We ask for a payment method to start the trial and charge nothing until day 8.