Legal CRM for law firms

Why a legal CRM

Your practice system knows what you do. Mandion knows who you know.

Matters, hours and documents are in order. But who knows the managing director of that new prospect? When did we last speak to this client? Who refers work to us, and to whom do we refer without anything coming back? That knowledge lives in people's heads and inboxes. Mandion makes it visible.

Practice management

Clients and matters

Stay in Legalsense, where they belong. Mandion reads along, read-only, and never changes anything in your source systems.

Document management

Workspaces and documents

Stay in iManage. Mandion shows metadata and deep links; document content is never sent to AI.

Mandion CRM

Relationships, opportunities and follow-up

The central memory for relationships, prospects, referrals, interactions, events and signals — with the source shown for every data point.

Features

A CRM for lawyers, built around relationships.

Designed with and for lawyers, business development and firm management. Clear, fast and available in Dutch or English.

360° relationship view

Per organisation at a glance: relationship partner, who else knows them, open matters, opportunities, actions and a timeline with every interaction from every source.

Relationship strength

Calculated daily from real interactions — transparent, no black box. Instantly see where a client depends on a single colleague.

Explainable signals

Cross-sell, cooling relationships, one-sided relationships and opportunities without a next step. Every signal explains its basis; a person decides.

Client briefing

A meeting preparation in one click: talking points, contacts, open matters, opportunities and recent interactions. As a PDF or sent to your own inbox.

Opportunities and leads

A pipeline from signal to mandate with weighted value, and a leads inbox with response times so no enquiry is left waiting.

Referrers

Who sends you work and to whom do you refer? Mandion makes reciprocity and revenue from referrals visible.

Events and campaigns

Seminar and webinar registrations matched to your relationships. See which events actually lead to opportunities and matters.

Assistant Lex

Ask questions in plain language about relationships, opportunities and actions. Lex answers solely from CRM data, always cites its sources and never changes anything.

Finance and reporting

Revenue, work in progress, receivables, cross-sell matrix and new clients per period — with polished PDF reports and a personal dashboard.

Integrations

Integrated with Legalsense, iManage, Microsoft 365 and more.

Mandion replaces nothing. It connects the systems your firm uses every day and adds the relationship knowledge they lack. Every data point shows which system it came from.

Practice management

Legalsense

Clients, matters, staff and key financial figures from Legalsense, read-only. Mandion enriches them with relationship information and writes nothing back.

Document management

iManage

Workspaces and document metadata with deep links into iManage Work, in every client's 360° view. Document content stays in iManage.

Calendar, mail and sign-in

Microsoft 365 and Entra ID

Meetings and email contact as interactions (who, when, subject — no message content). Single sign-on via Microsoft Entra ID with MFA.

Telephony

KPN ÉÉN

Calls are recognised by number and linked to the contact and organisation. A missed call from a known relationship becomes a call-back request.

Website

Google Analytics 4

Website traffic and submitted contact forms per page, so you can see which practice areas and knowledge articles attract attention.

Events and newsletters

Mailchimp

Seminar and webinar registrations and newsletter open and click rates, matched to your relationships. Unknown registrants become leads.

Reporting

Power BI

Embed your own Power BI reports securely in Mandion. Users sign in with their own Microsoft account.

AI of your choice

Azure OpenAI, Anthropic or OpenAI

The assistant works with the AI provider your firm chooses — or without one. Document content is never sent to an AI.

Read-only. Mandion never writes back to your source systems and reads only metadata from mail and documents — never the content.

Principles

Three principles that run through everything.

01

Source attribution

Every data point shows which system it came from. Mandion never makes up numbers; everything is traceable.

02

Advisory, not autonomous

Signals and AI answers are suggestions. The lawyer decides and acts — always.

03

Auditable

Sign-ins, views, changes and administration are recorded in an audit log that cannot be altered.

Security

User experience and security come first. Everything else follows.

Lawyers handle the most confidential information there is. That is why security at Mandion is not a module or an option, but the foundation everything is built on.

At the same time we know: a system that is unpleasant to use, doesn't get used — and a CRM that isn't used protects nothing and delivers nothing. That is why secure and user-friendly are not opposites to us.

Dutch data storageYour data is stored in the Netherlands, with Dutch partners.
Dedicated environment per firmNo shared database: every firm runs its own isolated environment.
Microsoft Entra IDSign in with your firm account and MFA. No separate passwords.
Roles and modulesServer-side authorisation on every request; everyone sees exactly what their role allows.
Tamper-proof audit logEvery entry is cryptographically chained to the previous one. Appending is allowed, altering is not.
AI with hard boundariesDocument content never goes to an AI. Questions are not stored.

About us

We know what we're talking about.

With more than twenty years of IT experience in the legal sector, we know the practice from the inside. We know how a firm works, what lawyers need and where existing systems fall short.

Mandion CRM was not dreamed up at the drawing board of a software company looking for one more market. It grew out of the daily work: between the practice management system, the document management system, the phone system and the inbox of the one partner who knows who the new managing director of that key client is. Year after year we saw valuable relationship knowledge disappear into heads, notes and loose spreadsheets — and saw how standard CRMs, built for sales teams, never truly fitted the way lawyers work.

So we built it ourselves. With two decades of legal IT knowledge and the same requirements we always set for suppliers as IT managers: secure, auditable, honest about where data comes from, and so pleasant to use that a busy lawyer actually opens it.

Driven and truly passionate — that is what powers Mandion CRM.

The team behind Mandion

20⁺years of IT experience in the legal sector

100^%Dutch storage of your data

1isolated environment per firm

0documents sent to an AI

Knowledge of the practice

We speak the language of the firm: matters, practice areas, relationship partners, referrers, work in progress and billability. We know the systems you use and how they fit together. You don't have to explain anything to us — and you'll notice that on every screen in Mandion.

User experience first

A lawyer has no time for a system that gets in the way. That is why the user comes first: a personal dashboard, contact details always at hand, a meeting briefing in one click, and an assistant that understands plain language. Fewer clicks, more overview.

Security as the foundation

For years we carried the responsibility for securing confidential client data ourselves. We know what an audit asks for and what a data protection officer wants to see. That experience is built into the design: a dedicated environment per firm, sign-in via Entra ID, a tamper-proof audit log and strict limits on AI.

Honest and transparent

Mandion makes nothing up. Every number can be traced to its source, every signal explains why it is there, and people always stay in control. No black box and no promises we can't keep — but a partner who thinks along and is easy to reach.

Dutch, from start to finish

Close by, reliable and under Dutch law.

Dutch company

Mandion is developed and maintained in the Netherlands. Short lines, personal contact and support in your own language.

Dutch data storage

Your data is stored and processed in the Netherlands. Clear for your clients, your regulator and your own privacy policy.

Dutch partners

We work with Dutch partners we know and trust — for hosting, management and support.

mandareThe name

Mandion comes from the Latin mandare — to entrust, to commission — and mandatum, the mandate a client gives to their lawyer. Mandion makes the trust behind that mandate visible: who knows whom, how strong the relationship is and where the opportunities lie.

Frequently asked questions

Questions about a CRM for law firms.

What is a legal CRM?

A legal CRM is a relationship management system tailored to the legal sector. Where a practice management system tracks matters, hours and invoices, a legal CRM records who your firm knows, how strong those relationships are, who refers work and where the opportunities lie. Mandion is such a CRM, built by people with more than twenty years of IT experience in the legal sector.

Does Mandion replace Legalsense or iManage?

No. Mandion complements them. Clients, matters and staff stay in Legalsense; documents stay in iManage. Mandion reads from them read-only, writes nothing back, and adds the relationship and business development information those systems lack.

Which systems does Mandion integrate with?

Mandion integrates with Legalsense (clients, matters and key financial figures), iManage (workspaces and document metadata), Microsoft 365 (calendar and mail as metadata), Microsoft Entra ID (single sign-on), KPN ÉÉN (telephony), Google Analytics 4 (website traffic), Mailchimp (events and newsletters) and Power BI. For the assistant your firm chooses its own AI provider: Azure OpenAI, Anthropic or OpenAI — or none.

Where is our data stored?

In the Netherlands, with Dutch partners. Every firm gets its own isolated environment with its own database; there is no database shared between firms.

How do staff sign in?

With their firm account via Microsoft Entra ID, including the MFA your firm has configured there. There are no separate passwords. Roles and modules come from Entra ID and are checked on the server for every request.

How does Mandion handle AI and confidential information?

The assistant Lex answers questions solely from CRM data, always cites its sources and never changes anything. Document content is never sent to an AI, and questions to the assistant are not stored. Signals such as cross-sell are calculated without AI and explain what they are based on.

Can we show who did what?

Yes. Sign-ins, views, changes, exports and administrative actions are recorded in an audit log in which every entry is cryptographically chained to the previous one. A data protection officer can review it with a separate Auditor role, without administrative rights.

Is Mandion available in English?

Yes. Every user chooses between Dutch and English, and between a light and dark theme. Your firm's accent colour and logo are applied in Mandion.

Contact

Seeing is believing. Book a demo.

In a personal demo we show what Mandion can do for your firm — with fictitious data, so nothing confidential is ever on the table.

Demo of about 45 minutes, online or at your office
Tailored to your systems and way of working
No obligation, by people from legal IT

Legal CRM for law firms The relationship memory of your law firm.