A CRM for professional services firms that sell expertise
Law firms, accounting and audit practices, surveyors and specialist consultancies share the same needs: careful client records, formal engagement terms, accurate time capture and professional fee notes. Frostwood CRM supports each step and gives clients a secure portal for documents and payments.
- Client records with role-based access
- Engagement contracts signed online
- Time tracking and fee invoices
Free to use · Every feature included · No credit card required · See all features
The admin behind every engagement
Confidential documents over email
Sensitive files are sent as attachments with no record of who saw what.
Unbilled hours
Time spent on a matter is recorded late — or not at all.
Formal terms and renewals
Engagement letters and contracts are hard to track once signed.
Who can see what
Not everyone in the firm should see every client’s records.
A CRM for law firms and accounting practices
Open the client file
Keep individuals and organizations, contacts, notes and documents on one client record.
Agree the engagement
Send proposals and share contracts for online signature in the client portal.
Record the work
Run each matter as a project with tasks and time logs.
Issue fee notes
Invoice with the right taxes and let clients view their invoices in the portal.
Client confidentiality, built in
Confidentiality is part of the job. Every Frostwood workspace runs on its own dedicated database, access to each module is controlled by role, and clients see only their own documents in the client portal — so engagement letters, fee notes and contracts stop travelling as email attachments.
As the firm grows, accounting and HR and payroll run in the same workspace, with the same permissions model, so partners, associates and the finance team each see exactly what they need.
Frequently asked questions
Can I restrict who sees client information?
Yes. Role-based permissions control which modules and records each team member can access, and ready-made roles for sales, support and finance help you get started quickly.
Is our firm’s data kept separate from other customers?
Yes. Every Frostwood workspace runs on its own dedicated database, isolated from other customers.
Can clients access their documents securely?
Clients sign in to your portal to see their own invoices, estimates, proposals and contracts — and nobody else’s.
Use Frostwood CRM free
Every feature is free for your business, with no credit card required. Set up your workspace in minutes, or let us walk you through it on a live demo.