⚖️ Solo attorneys & small law firms
The CRM built for solo attorneys
A mobile-first legal client relationship management app. Manage clients, matters, deadlines, billing, and privileged documents — all with attorney-grade privacy built in from the ground up.
Everything a solo attorney needs in one secure app
From client intake to matter close — AttorneyCRM keeps every case organized, every deadline tracked, and every document protected.
Client Management
A full legal client record with intake checklist, conflict flags, and relationship heat scores — all PII in your private iCloud.
- Active, Follow-Up & Inactive statuses
- Intake checklist: conflict, engagement letter, retainer, ID
- Import from iPhone Contacts
- Privileged attorney notes in CloudKit
Matter Management
Track every legal matter from open to close, with a statute-of-limitations calculator and opposing-counsel capture.
- Practice areas: PI, Family, Criminal, Estate, Contract
- SOL calculator auto-populates deadlines
- Fee arrangements: Hourly, Contingency, Flat, Retainer
- Privileged strategy notes stay in iCloud
DeadlineIQ Engine
Never miss a filing. Nightly scans schedule multi-tier push alerts and surface critical deadlines in a Lock Screen widget.
- Alerts at 30 days, 7 days, 24 hours, 1 hour
- Overdue detection with app-icon badge
- Calendar export to iOS Calendar
- WidgetKit: top 3 deadlines on Home Screen
Conflict Screener
Run conflict-of-interest checks before accepting new clients with fuzzy search across every record.
- Cross-entity match: clients, matters, contacts
- Search by name, company, bar number
- Intake enforces a conflict check first
- Judges, clerks & experts contact database
ContextIQ & NudgeEngine
Relationship heat scores keep you close to every client, with proactive nudges when a score decays or a follow-up is due.
- Heat Score 0–100: Hot / Warm / Cool / Fading
- Trend direction and daily decay
- Nudges: relationship decay, deadline, birthday
- Interaction log: type, duration, summary
Privacy-First Architecture
All PII and privileged detail lives only in your private iCloud. BassTech's Azure servers store zero client identifying information.
- Split-storage: PII in CloudKit, metadata in Azure
- Sign in with Apple — no passwords stored
- Face ID / Touch ID before viewing client data
- Account deletion purges both stores
DeadlineIQ — never miss a filing
A nightly background task scans all your open matters, calculates urgency for every deadline, and delivers multi-tier push notifications at exactly the right intervals.
SOL Calculator
Enter incident date and jurisdiction — the statute-of-limitations deadline auto-populates on the matter.
Multi-Tier Alerts
Fires at 30 days, 7 days, 24 hours, and 1 hour before each deadline. Urgent = red, critical = icon badge.
Home Screen Widget
WidgetKit widgets show your top 3 deadlines with a days-remaining countdown, refreshed nightly.
Calendar Export
Sync any deadline to your iOS Calendar with a single tap.
Quiet Hours
Configure quiet hours and a daily notification cap in Preferences.
Nightly Scan
A BGProcessingTask recalculates urgency across every open matter each night.
Time tracking & billing, built in
Log billable time against any matter, track retainer balances, and export a professional bill summary as PDF or CSV — directly from your iPhone.
Quick Time Log
Tap a matter, select an activity code, enter hours and a narrative. Unbilled entries grouped by matter with running totals.
Retainer Tracker
Real-time retainer balance gauge with a low-balance alert when funds drop below your threshold.
PDF Bill Export
Generate a clean PDF of all unbilled time for any matter and share it directly with your client.
CSV Export
Export unbilled time entries as CSV for QuickBooks, Clio, or any billing system — one tap from the matter view.
Fee Arrangements
Hourly, Contingency, Flat Fee, Retainer, and Pro Bono — with a settlement × fee % contingency calculator.
Document Vault
Attorney-privilege shielded storage in iCloud: privileged docs are blocked from sharing at the system level. Scan, import, and Quick Look preview.
Attorney-grade data architecture
AttorneyCRM uses split-storage. Client PII, privileged matter detail, and documents live only in your private iCloud — BassTech servers store zero client identifying information.
- Client names, phone, email, DOB & PII → iCloud / CloudKit only
- Privileged matter notes & strategy → iCloud / CloudKit only
- Legal documents & vault metadata → iCloud / CloudKit only
- Billable time & financial terms → iCloud / CloudKit only
- Deadline records (SOL, filings, hearings) → iCloud / CloudKit only
- Status, heat scores & metadata → BassTech Azure (no PII)
Simple, one-time pricing
Buy once, own forever. No subscriptions, no recurring fees. Each purchase unlocks on all your Apple ID devices.
The full legal CRM — client management, conflict screener, matter tracking, ContextIQ heat scores, Apple Watch, and WidgetKit.
Multi-tier deadline alerts, nightly scan, SOL calculator, deadlines widget, and Calendar export.
Billable time logging, retainer tracking, and PDF / CSV bill export.
Attorney-privilege shielded document storage, scanning, and Quick Look — 100% iCloud.
All three add-ons together — DeadlineIQ + Billing Ledger + Document Vault — bundled for less.
All purchases are one-time, processed by Apple via StoreKit 2. Prices may vary by region.
Frequently asked questions
What iOS version does AttorneyCRM require?
AttorneyCRM runs on iPhone with iOS 17 or later, and includes an Apple Watch companion app.
Is my client PII and privileged matter data safe?
Yes. All client PII, privileged matter detail, and documents are stored exclusively in your private iCloud (CloudKit). BassTech's Azure servers store zero client identifying information.
Does AttorneyCRM satisfy attorney-client privilege requirements?
AttorneyCRM is designed to help you protect privilege: privileged documents are shielded from sharing at the system level and Face ID / Touch ID gates access. It is a practice tool, not legal advice.
Can I use AttorneyCRM without an internet connection?
Yes. Your data lives on-device and in iCloud, so core features work offline and sync automatically when you reconnect.
How does the conflict screener work?
It runs a fuzzy, cross-entity match across all client names, company names, legal contacts, and opposing counsel before you accept a new client.
Can I export my data?
Yes — export billable time as PDF or CSV, and sync any deadline to your iOS Calendar.
How do I request a refund?
Refunds are handled by Apple through the App Store. Visit reportaproblem.apple.com to request one.
How do I delete my account?
Settings ▸ Account ▸ Delete Account purges both your iCloud and BassTech server records.
Still have questions? Contact Support →
Download AttorneyCRM
Available on the iOS and Mac App Stores. Scan the QR code or tap the badge to download. One-time purchase, no subscription.