Client intake, cases, and documents for legal practices
Law offices and notary services use Tregovia to manage client intake, appointments, case documents, contracts, and billing — with permissions that match how legal teams work.
What changes
What changes for law firms
Tregovia replaces scattered spreadsheets and separate tools with one CRM workspace.
Client intake
Client intake handled through structured forms instead of scattered emails.
Case documents
Engagement letters and contracts sent for e-signature without leaving the platform.
Appointments & consultations
Case documents organized per client, so nothing is buried in a shared drive.
Contracts & e-signature
Send engagement letters and contracts for e-signature.
Tenant-isolated data
Every client, patient, or case record is scoped to your account — never shared across tenants.
One plan, transparent pricing
A single baseline subscription, with paid modules listed individually — no hidden tiers.
Built for your workflow
Tregovia adapts to how law firms actually operate, not a generic sales pipeline.
Proof
Real businesses, fewer tools
“Honestly the main reason I switched was the no-shows. We were losing so much time to people just not turning up. The automatic texts before appointments fixed most of that. Also having all the pet records in one place instead of paper folders... I don't know how we managed before.”
Sarah Mitchell
“I'm terrible at following up on quotes. I'd send them and then just forget. Now I can see what's pending and who to call back. Already won a job I definitely would've lost.”
Tom Walker
Modules
Modules that fit your workflow
Start with the baseline CRM and enable the modules you need as you grow.
Clients
Client and matter management.
Documents
Document templates and storage.
Contracts & E-sign
Contract envelopes and signer portal.
Forms Intake
Client intake and consent forms.
Appointments
Consultation scheduling and reminders.
Billing
Invoices, trust accounting, and payments.
Ready to streamline law firms?
Join the waiting list and be the first to know when Tregovia is ready for your team.
