A CRM for Professional Firms That Run on Consultations
Lawyers, tax advisors, consultants, architects and freelancers sell the same way: an enquiry, a conversation, a proposal. CEAREM makes sure each enquiry is answered quickly, qualified properly and followed up until it’s decided.
Where Professional Firms Usually Lose Clients
Slow Replies to New Enquiries
Prospects contact several firms at once. An instant, personal reply with a booking link keeps you first in line.
Workflows & AutomationsUnqualified Calls
Intake forms ask the right questions before the call, so your time goes to the work you want.
Forms & SurveysProposals That Go Quiet
Every proposal sits in a pipeline with reminders, so nothing waits on a follow-up you forgot.
Lead ManagementChasing Retainers and Invoices
Recurring invoices and payment reminders run on their own.
Payments & InvoicingHow It Runs
A Typical Client Journey in CEAREM
Every step below runs automatically once your account is set up.
- Enquiry from your websiteThey get an immediate reply with a link to book.
- Intake formThey answer your qualifying questions before the call.
- Consultation bookedInto your calendar, with reminders and a video link.
- Proposal sentTracked in your pipeline with timed follow-ups.
- Engagement startsRecurring invoices and payment reminders take over.
- Next seasonEmail campaigns bring past clients back when it’s time.
Features You’ll Use Most
- Forms & SurveysForms, quizzes and surveys that create contacts and start follow-up.
- BookingOnline booking with confirmations and reminders that cut no-shows.
- Lead ManagementEvery contact, conversation and deal on one record, with pipelines you can drag.
- Workflows & AutomationsVisual workflows that follow up, remind and update records for you.
- Payments & InvoicingInvoices, text-to-pay links, deposits and subscriptions, tied to each customer.
- EmailCampaigns, automated sequences and two-way email in one place.
Who It’s For
Lawyers
Respond to enquiries fast, qualify them with intake forms and keep every conversation on the client’s record.
Tax Advisors
Seasonal campaigns, document requests and appointment booking in one place before the busy season.
Business Consultants
Booked discovery calls, proposal follow-up and recurring invoices for retainers.
Architects
Capture project enquiries with intake forms, track proposals in a pipeline and keep clients updated.
Freelancers
One system for enquiries, bookings, invoices and follow-up instead of five subscriptions.
Questions
Can I keep client conversations private within my team?
Yes. Each user only sees what you allow, and conversations stay on the client’s record instead of in personal inboxes.
Does it replace my practice management software?
Usually not. CEAREM handles enquiries, follow-up, booking and billing messages. Many firms keep their case or accounting software and connect the two through integrations.
Bring Us Your Leads. We’ll Handle the Follow-Up.
A short call with the person who would build your account. No obligation, no sales script. You’ll leave knowing what we’d set up, what it costs and how long it takes.