Quotation Management

SpineLegal Quotation Management is a built-in feature that enables law firms to create, manage, and track professional fee estimates for legal services—all from within the platform. Quotation Management in SpineLegal simplifies the client onboarding process, improves fee transparency, and helps law firms convert more enquiries into billable work with minimal effort.

 

Why Quotation Management Matters

1. Faster, More Professional Quoting: Generate accurate, branded quotes quickly using custom templates—saving time and improving client perception.

 

2. Improved Client Communication & Transparency: Present clear breakdowns of legal fees, disbursements, and service scope—building trust and reducing billing disputes.

 

3. Seamless Conversion to Active Matters: Convert approved quotes into live cases with pre-configured workflows and billing profiles—eliminating double entry.

 

4. Track Quote Performance & Acceptance Rates: Monitor which quotes are pending, accepted, or rejected to better understand pricing effectiveness and improve follow-up.

 

5. Customisable for Any Legal Service: Tailor quotes for different departments—immigration, trademarks, litigation—supporting firm-wide consistency and flexibility.

Conveyancing quotation

Scalable for All Law Firms

Whether you’re a solo practitioner or a growing firm, SpineLegal adapts to your needs. Configure automation rules that reflect your unique processes and client expectations.

SpineLegal’s CRM system offers a comprehensive solution for legal professionals looking to enhance their practise. With its customisable workflows, secure document management, and robust time tracking, it simplifies daily tasks and boosts productivity. The client portal ensures seamless communication, making it easier to keep clients informed and satisfied. By integrating with other essential tools, SpineLegal provides a unified platform that meets all your legal needs. Embrace SpineLegal to streamline your operations and focus on what truly matters—delivering exceptional legal services.

Frequently Asked Questions

Quotation Management Software helps law firms create, manage, and track client quotations efficiently. It ensures accuracy in cost estimation and enhances client communication.

  • Quickly generate professional and accurate legal service quotes.
  • Track the status of each quotation (pending, approved, or rejected).
  • Convert approved quotes into cases or invoices seamlessly.
  • Maintain a record of all quotations for future reference.

Yes, SpineLegal allows customization of quotation templates, including service-specific pricing, discounts, and payment terms.

Yes, you can generate and send quotations via email directly from SpineLegal. Clients can review and approve them online.

SpineLegal automatically calculates applicable taxes based on your firm's settings and includes them in the quotation.

Yes, SpineLegal provides reports on quotation trends, approval rates, and revenue predictions.

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