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Documentation

Everything you need to know to get the most out of LawBridge CRM. From getting started to advanced features.

Getting Started

platform.lawbridgecrm.com/getting-started

Getting Started

Quick Start Guide

Set up your account and start using LawBridge CRM in minutes.

Complete Workflow Guide

Full step-by-step guide from adding clients to creating invoices.

Dashboard Overview

Understand your dashboard and key metrics at a glance.

User Management

Add team members and manage roles and permissions.

Client Management

platform.lawbridgecrm.com/clients

Client Management

Adding Clients

Create and manage individual and corporate client profiles.

Client Communication

Track all communications and maintain client history.

Intake Pipeline

Manage leads and convert them into clients efficiently.

Matter Management

platform.lawbridgecrm.com/matters

Matter Management

Creating Matters

Open new matters and link them to clients.

Matter Workflow

Track case status, deadlines, and milestones.

Team Collaboration

Assign team members and manage workload.

Calendar & Scheduling

platform.lawbridgecrm.com/calendar

Calendar & Scheduling

Events & Reminders

Schedule events and receive automatic email reminders.

Court Date Tracking

Never miss a court appearance with automated notifications.

Deadline Management

Track filing deadlines and statute of limitations.

Billing & Invoicing

platform.lawbridgecrm.com/billing

Billing & Invoicing

Time Tracking

Log billable hours for matters (Professional+ plans).

Creating Invoices

Create professional invoices in GHS currency.

Payment Tracking

Track payments including Mobile Money transactions.

Financial Reports

View revenue analytics and payment history.

Automation & Productivity

platform.lawbridgecrm.com/automation

Automation & Productivity

Workflow Automation

Trigger emails, tasks, and events automatically based on case updates.

Task Management

Assign tasks, set priorities, and track team progress.

AI Assistant

Configure the AI agent for your client support widget.

Customer Support Widget

AI Powered

platform.lawbridgecrm.com/conversations

Conversations

Embed Chat Widget on Your Website

Add a customer support chat widget to your law firm's website. Inquiries from potential clients are automatically converted to leads in your CRM.

HTML

<script 
  src="https://lawbridge-widget.vercel.app/widget.js"
  data-org-id="YOUR_ORGANIZATION_ID"
  data-theme-color="#3b82f6"
  data-position="bottom-right">
</script>

Features

✓ Automatic lead creation
✓ Real-time messaging
✓ Mobile responsive
✓ Customizable colors
✓ Email notifications

AI Support AgentNew

✓ 24/7 AI-powered responses
✓ OpenAI, Gemini, Claude
✓ Use your own API key
✓ Knowledge document upload
✓ Custom system prompts

Setup AI Assistant

View full widget documentation

Documentation | Law Bridge CRM