Salesforce-native Client Lifecycle Manager purpose-built for law firms. Formerly known as IntakeLogic (rebrand signals product evolution beyond intake). Founded by Emile Van Den Berg (industrial engineering background). Based in UK. Streamlines client intake, conflict checking, relationship management, business development, and marketing for law firms. ILTA LegalTech Hub lists under three categories: Conflicts, New Business Intake, and CRM — confirming breadth of features. Built on Salesforce platform, inheriting its enterprise security infrastructure (SOC 2 Type II, ISO 27001). Attended Legalweek New York 2026 (Director + Founder). Keystone Law listed as client. Competes with Upper Sigma (also Salesforce-native) and general-purpose CRM platforms (HubSpot, Lawmatics, Clio Grow). Salesforce dependency means firms need Salesforce licensing — adds cost but reduces integration risk for firms already on Salesforce. NOTE: Name collision with ClientLogic Corporation (Nashville-based call center outsourcing, now SITEL/Synnex) — the legal tech ClientLogic is a separate, UK-based company.
Company Info
- Sector: Legal Tech
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, ClientLogic is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems ClientLogic addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
New client calls the office, receptionist takes notes on paper, conflict check takes 48 hours — by then the prospect hired the first attorney who picked up the phone
Solo/small firm has no pipeline visibility — 30 leads came in this month from Google Ads, website forms, and Avvo, but nobody knows which ones got followed up on, which went cold, or how many actually signed retainers
Firm pays $3K/month across Google Ads, Avvo, FindLaw, and networking events but has zero attribution — can't tell which marketing channel actually produces signed retainers vs. tire-kickers
Where it fits in your workflow
Community Data
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