Practice relationships
Track referring firms, contacts, and organisations alongside your matters — not in a separate generic CRM. Link enquiries to bookers, detect repeat clients, log activities, and see referrer intelligence on Insights when your panel grows.
Commercial panels and family-law referral practices live on relationships. Neutly keeps organisations, contacts, and referral history connected to the matters they generate — so coordinators stop retyping firm names and principals can see which sources convert.
Maintain a practice relationship directory — law firms, insurers, repeat parties, and panel registries. Log calls, emails, and notes on each contact. Tag relationships, import CSVs with validation reports, and merge duplicates when records drift.
Incoming enquiries land in a staff inbox — assign to a mediator, convert to a booking hold, or link the booker to an existing contact. Referring-firm typeahead pulls from your relationship directory so intake stays consistent.
When a referring firm or booker returns, Neutly flags the repeat relationship on the matter and in Insights. Disputants who have meditated with your practice before show a repeat-disputant badge on the case — staff can optionally add them to Relationships when you want a CRM record.
Practice administrators see which organisations refer matters, settlement rates by source, and book-to-close trends over time. Export director relationship reports as CSV or PDF — useful for panel reviews and commercial BD conversations.
Background automation
Neutly includes background workers for the admin you would otherwise chase manually — from waitlist offers and hold expiry to invoice overdue reminders and integration health checks.
Yes — on Practice. The relationship directory tracks organisations, contacts, and activities alongside your matters. It is purpose-built for ADR referral workflows — linking enquiries to bookers, detecting repeat referrers, and surfacing referrer intelligence — not a generic CRM adapted from another industry.
Yes. Incoming enquiries land in a staff inbox where coordinators assign them to a mediator, convert to a booking hold, or link the booker to an existing contact in your relationship directory.
Practice administrators see which organisations refer matters, settlement trends by source, and book-to-close metrics on Financial insights. Director relationship reports export as CSV or PDF for panel reviews.
Yes. HubSpot export is available when you need to hand relationship data to an external marketing or CRM system — while day-to-day matter workflow stays in Neutly.
Relationship management and referrer intelligence are Practice plan features — designed for panels and referral-heavy practices. Solo includes the enquiry inbox and matter-linked contacts; upgrade when you need full CRM and intelligence reporting.
Start a 14-day trial on Solo, or book a 30-minute walkthrough with a live workspace. See booking, intake, payments, matter prep, and optional staff-only AI — family matters, commercial referrals, fee arrangements, and multi-mediator practices welcome.