Convert more inquiries and deliver client work on time with intake, matter workflows, and billing managed in one place.
CRM software for accounting and law firms should do more than store contacts - it should keep the entire client workflow moving from first inquiry to final payment. ConvergeHub organizes inquiries, consultations, engagement steps, matter progress, document requests, deadlines, and client communications in one place, so partners and staff always see what's pending and who owns the next step.
Built for small and midsize firms, ConvergeHub replaces reactive follow-ups with repeatable processes. Automations can schedule consultations, send engagement letters, trigger onboarding tasks, remind clients about required documents, flag missing items before deadlines, and follow up on overdue invoices automatically. Clear visibility across every client and matter keeps your team responsive, work on time, and billing and collections predictable without extra administrative effort.
Track inquiries, schedule consultations, qualify prospects, send engagement letters, and trigger onboarding tasks automatically.
Convert each matter or work request into a trackable case with milestones, owners, due dates, and status visibility, so nothing slips.
Send engagement letters faster, capture approvals, and keep every engagement step visible with a clear, auditable process.
Manage requested-document checklists, automate reminders, and surface missing items before key deadlines.
Log calls, emails, meeting notes, and updates in the client and matter record to ensure seamless handoffs across staff.
Bill by milestone or retainer, track unpaid balances, and trigger automated reminders and escalation tasks for overdue payments.
Engage new inquiries faster with automated consultation scheduling, assignments, and consistent follow-up sequences.
Increase signed engagements by guiding prospects through qualification, engagement steps, and timely approvals without delays.
Keep matters moving with milestone-based plans, assigned owners, due dates, and status tracking across every work request.
Prevent last-minute delays using required-document lists, automated reminders, and early alerts for missing items.
Maintain continuity with a complete record of communications, tasks, matter updates, invoices, and outcomes in one place.
Improve cash flow with clear invoice visibility, overdue tracking, automated payment reminders, and structured escalation tasks.
Designed around intake, engagement steps, matter execution, deadlines, and payment follow-through-so teams work the way firms operate.
A clean, intuitive experience helps staff get productive fast without heavy training or process disruption.
Set up reminders, follow-ups, and task creation that run reliably while keeping partners and teams in charge of every step.
View every client conversation, matter status, document request, task, and invoice in one place with clear next steps.
Support more clients, matters, staff, and services without redesigning your workflows or switching systems later.
Maintain responsive communication and dependable delivery standards so clients stay informed, confident, and satisfied.
Schedule a quick walkthrough to see how ConvergeHub keeps consultations, matters, documents, and invoicing moving with clear ownership and automated follow-through.
Request a Free DemoFind answers to common questions accounting and law firms ask when evaluating CRM software for client intake, matter workflows, document follow-ups, and billing management.
It's a system that helps your firm manage inquiries, client details, engagement steps, matter workflows, communications, and billing in one place. Instead of tracking tasks and deadlines across email and spreadsheets, a CRM keeps everything tied to the client and matter record, improving visibility and consistency across your team.
Yes. You can capture inquiries, schedule consultations, qualify leads, and track engagement steps—then convert work into trackable matters as cases with tasks, owners, milestones, and due dates. This ensures your team can manage the entire workflow from first contact through delivery.
You can create document checklists per client or matter and automate reminders as deadlines approach. Missing items can be flagged before critical dates so your team doesn't lose time following up manually or waiting until the last minute to find gaps.
Yes. Calls, emails, meeting notes, follow-ups, and internal comments can be logged directly in the client and matter record. This creates continuity across staff and helps avoid confusion during handoffs, especially when multiple team members work on the same account.
Yes. You can track invoices and payments tied to the client and matter. Whether you bill by milestone or retainer, you can monitor balances, identify overdue invoices, and create workflows that trigger reminders and follow-up tasks automatically.
Most firms can start with a clean intake-to-engagement workflow first, then add matter templates, document checklists, and billing follow-ups. ConvergeHub is designed to be quick to configure, so you can see value early and expand usage as your team standardizes processes.
Yes. Each matter can be set up with an owner, milestones, due dates, and status tracking. This keeps accountability clear and makes it easy to spot what's due, what's delayed, and what needs attention next.
Yes. You can automate document reminders, deadline check-ins, and client follow-ups based on time or matter stage. This reduces manual chasing and keeps work moving without constant back-and-forth.
