CRM KitsLaw firms & legal practice
Every matter. In order.
Quill reads like a well-set legal document. A numbered matter index on the left, a wide reading pane for the matter you have open, and a single oxblood accent on ink and paper. It records what your firm entered, and says plainly what it does not do.
Open the file and read it.
A numbered index rail lists matter number, client, practice area and recorded stage. The reading pane sets the selected matter in ruled sections: parties, key dates, consultation notes, the conflict check record and the retainer reference. The native CRM pipeline stage stays editable beside the title.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Numbered matter index with a document-style reading pane
- Intake desk with recorded conflict check status
- Consultation record and a staff-entered deadline ledger grouped by week
- Retainer references grouped per currency, and record-count insights
- Ink-on-white Quill application frame with full CRM tools
four pipelines
- Client intake · 8 stages
- Litigation matter · 7 stages
- Transactional matter · 7 stages
- Estate planning matter · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Conflict check task
- Consultation prep
- Engagement letter reminder
- Retainer receipt confirmation
- Discovery deadline reminder
- Hearing prep checklist
- Closing binder task
- Matter closeout review
- File retention note
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore nine fictional matters across litigation, transactional, estate planning and intake work, with 16 recorded dates and 13 consultation notes, in the separate sample view. Example edits stay in the current page’s memory and reset on navigation or reload; sample matters are never inserted into your CRM.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set firm name, descriptor, and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original matter helper is required for connected creation, editing, and starter setup. It preserves native account permissions and unrelated custom fields, and checks the current record state before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
One matter is a native contact-linked opportunity with namespaced matter details: matter title and number label, practice area, matter type, client label, opposing party, responsible attorney, court or venue, opened date, recorded matter stage, conflict check status and note, a retainer reference in integer minor units, plus recorded deadlines and consultation notes with stable IDs.
Quill is not a docketing or calendaring system of record. Recorded dates are staff-entered reminders that carry the source your team selected; no court rule is calculated, nothing is docketed, calendared, filed or served, no native Calendar appointment is created and no reminder is sent. The conflict check status and note record what a person at the firm did and concluded; the kit searches no conflicts database and clears nothing. Retainer references are recorded planning numbers, not trust accounting, client funds, balances, invoices or receipts. Court, venue and attorney fields are labels that assign no staff and reach no external system. There is no e-filing and no document assembly. Confidentiality and privilege depend on your own Seedly installation’s access controls and configuration. Nothing the kit produces is legal advice.
Four optional pipeline templates and nine inactive workflow drafts. Nine fictional in-memory matters with 16 recorded dates and 13 consultation notes.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Quill keeps its numbered section navigation across the original matter views and the native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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