The system a professional firm runs its client side on: intake, matters, engagements, time, billing and relationships.
Legal and consulting firms
One timeline per client.
A firm's real asset is the relationship, and most firms cannot see it whole. The enquiry sits in one inbox, the engagement letter in a folder, the time in a timesheet tool, the invoice in accounts and the follow-up nowhere. The firms edition of Yumin CRM puts the client, every matter, every hour and every invoice on one timeline.
Sound familiar?
Three things we hear from partners.
01
Nobody knows what a client is worth
You can find last month's invoice, but not what the relationship has produced over three years across four matters, who introduced it, how much was written off, or which partner has actually spoken to them since. The answer takes a week and an argument.
02
Time is recorded late and loosely
Hours go into a timesheet on a Friday from memory, matter codes get picked wrongly, narratives are thin, and the billing partner spends the first days of the month reconstructing work rather than reviewing it. Everyone knows what this costs and nobody has fixed it.
03
Business development is a shoebox
Referrers, former clients, prospects met at an event and the list a partner keeps privately never join up. Nobody can tell which relationships are going cold, and the firm markets to a list that bears no resemblance to who it actually knows.
What is included
Six modules, configured before you log in.
Module 1
Clients and contacts
One record per client organisation, one per person, with the relationship between them held properly: who instructs, who pays, who must be copied and who left for a competitor last year. Group structures, related entities and historic names are kept, so a client who has been three companies is still one relationship.
Module 2
Intake and conflicts
New enquiries logged the moment they arrive, from the website, a referral, an event or a WhatsApp message, with the parties involved recorded first. A conflicts check runs against existing clients, matters and adverse parties, and the result is stored with the enquiry so the decision to act or decline is evidenced rather than remembered.
Module 3
Matters and engagements
Every matter or engagement as a record: scope, fee arrangement, budget, responsible partner, team, key dates, status and outcome. Fixed fee, hourly, capped and retainer arrangements are held as they actually are, so a matter that is over budget says so while there is still time to talk to the client.
Module 4
Time and disbursements
Hours captured against the matter as the work happens, on a desktop or a phone, with narratives, rates by person and role, and non-chargeable time recorded rather than hidden. Disbursements and third-party costs attach to the same matter, so the bill is assembled from the record instead of reconstructed.
Module 5
Billing and collections
Draft bills produced from time and disbursements, sent for partner review, adjusted with write-offs recorded and explained, then issued. Payment status, ageing and collection chasing sit on the client record, and the finished invoice is passed to your accounting system rather than typed into it twice.
Module 6
Relationships and business development
Referrers, introducers, prospects, alumni and dormant clients on the same system as live work, with the last real contact visible on every record. Segments for a seminar invitation or a sector update are built from who you actually know, and the results come back to the relationship rather than to a marketing tool nobody opens.
Five things that run themselves on WhatsApp
Illustrative. These are the five workflows we set up most often for a firm. Yours are configured to your own matter types, approvals and wording before go-live.
A new enquiry arrives
The client gets an acknowledgement with who is looking at it; the firm gets it logged with the conflicts check started.
An engagement is agreed
The client gets the confirmation and the documents needed to open the matter, tracked until they are returned.
A key date approaches on a matter
The responsible partner and the client each get a reminder, timed to the matter type rather than a generic diary.
An invoice is issued
The client gets it on the channel they answer, with the matter reference and the payment route.
An invoice passes its due date
A polite reminder to the client and an alert to the responsible partner before it becomes a collections problem.
Every row is a rule you can change, switch off or add to. Nothing sends without your templates being approved first, and a client's reply comes back to a person in the shared inbox.
Add the parts clients actually use.
Yumin Connect gives the firm one official WhatsApp number with a shared inbox, so a client message is not stranded on one lawyer's phone. Yumin Answer handles first contact out of hours. Yumin Events runs your seminars and client briefings, and Yumin Social keeps the firm visible between them.
Questions firms ask
Does it replace our accounting system?
No. It produces the bill from the time and disbursements on the matter and passes it to your accounting package, which stays the book of record. We connect the two so an invoice is created once and its payment status comes back to the client record.
How is client confidentiality handled?
By permissions on the record. Access is set by role, team and matter, so a person sees the matters they are on and nothing else, information barriers can be placed around specific clients or matters, and every view and change is recorded in a history you can inspect.
Can it handle fixed fees and retainers, not just hourly?
Yes. Fee arrangements are a property of the matter: hourly, fixed, capped, staged, retainer or a mix. Budget tracking works against whichever one applies, and the alert when a matter is running past its arrangement is the point of it.
Where do our documents live?
Wherever they live now. This is not a document management system and we will not pretend otherwise. We link the matter record to your document store so the file is one click from the timeline, and keep the matter facts, dates and correspondence in Yumin.
What does the firms edition cost?
Get a quote. It depends on the number of fee earners and staff with a login, which of the six functional clouds you switch on, and the migration and integration work involved. Build the shape in the calculator and send it on WhatsApp for a written quote the same day.
See the whole client, not the last invoice.
Tell us how many fee earners you have and what you run today for time and billing. We come back the same day with how we would configure the firms edition and a written quote.
Or call +971 50 688 7063, Monday to Friday, 9am to 6pm Dubai time.