Relatable for Lawyers
The Relationship CRM for Lawyers Who Grow Their Book Through Referrals
The best attorneys don't advertise — they stay close to the clients, referral sources, and professional peers who send them work. Relatable is the system for the relationship half of your practice.
Why relationships are the whole game for lawyers.
Legal work travels through networks. A past client tells their CFO about you. An attorney in another practice area sends a referral. An accountant trusts you enough to introduce clients. Without deliberate effort, those threads fray — and the book you've spent years building starts to quietly shrink.
Who you’re staying in touch with
Every relationship in your practice belongs somewhere. Relatable helps you organize, prioritize, and nurture each one.
Clients
Current and past. The next matter usually comes from someone you've already done great work for — if they still remember you.
Referral Sources
Accountants, financial advisors, attorneys in other practice areas. Most of your best-fit clients arrive through one of them.
Co-Counsel
The attorneys you partner with on matters. Today's co-counsel is tomorrow's referral source — if you keep the channel open.
Centers of Influence
Bankers, investment bankers, fund administrators, M&A advisors. The people whose clients become your clients.
Sound familiar?
Lawyers face unique relationship challenges. Relatable was built to solve them.
- Your practice management system tracks matters, not people
- You mean to stay in touch with past clients; years go by
- Referral sources get transactional — one introduction, silence for 18 months
- You're busy billing, not nurturing — and the pipeline shows it
- A strong associate leaves, and their referral relationships walk out with them
Built for how lawyers actually work
Not another generic CRM. Relatable is relationship intelligence designed for professionals who grow through their network.
Organize the Book of Relationships
Spheres for clients, referral sources, co-counsel, COIs — each with an appropriate cadence. Quarterly for top referral sources; monthly for active clients.
Whiz, Your Rainmaker Assistant
Every morning, Whiz surfaces who's overdue for contact and why. Act on three a day and you've out-nurtured most of the bar.
Every Email Logged, Every Meeting Attached
Gmail and Outlook sync means your relationship history builds itself — a useful record for client conversations, not just billing.
Prep for a Meeting from Your Phone
Pull up a client's full relationship history — matters, notes, last conversation — in the thirty seconds before you walk in.
Bring Your Book With You
Import from an old CRM, Outlook, or a spreadsheet. We'll handle the data migration so your network is organized on day one.
See Who's Drifting
Relationship health at a glance. Reach out to the quiet ones before the work — or the referrals — go elsewhere.
How lawyers use Relatable
Ready to transform how you manage relationships?
Join lawyers who are using Relatable to grow through their network.
Start Your Free TrialFrequently Asked Questions
Is Relatable replacing Clio or my practice management system?
No. Clio and similar tools are for matters, time, and billing. Relatable is for the relationship layer those tools don't cover — past clients, referral sources, COIs, and the professional network around your practice.
Is this compliant with client confidentiality?
Your Relatable data stays yours. We never train on it. Access is scoped to you (or, with Teams, to people you explicitly invite). 2FA is available.
Can my assistant use this on my behalf?
Yes. Delegated Access lets your EA manage your Relatable account without sharing a password — and switch between their own account and yours cleanly.
What about conflict-check data?
Relatable isn't a conflicts system — use your existing tool for that. But the searchable relationship history is useful context for any client conversation.
Is there a free trial?
Yes — 10 days free, no credit card required.
Your network is your edge.
Start your free trial and see why relationship-driven lawyers choose Relatable.