Law-practice CRM for Advocates

Legal CRM for Advocates, Chambers & Litigators in India

A client calls about a dispute while your associate is in court on another matter. A hearing date sits in a personal diary, and no one is told when that associate is off on leave. A retainer invoice goes out weeks late because the fees are tracked by hand. Right now that runs across diaries, calls and memory, and a matter goes cold while everyone assumes someone else has it in hand. CIPHER CRM puts every enquiry, matter, hearing and invoice on one screen, made for how an Indian law firm actually runs day to day.

CIPHER CRM for Legal

Trusted by 192+ Legal businesses across India

A lawyer at his desk with law books and a gavel, with CIPHER CRM cards for active cases and active clients

Keep every client enquiry, matter and hearing date in one place

A law practice is a calendar of dates and a list of relationships. A matter opens, hearings land in someone's diary, and a retainer invoice goes out when somebody remembers. When that lives in diaries, WhatsApp and spreadsheets, a deadline is missed and a fee sits unpaid for months.

CIPHER CRM for legal keeps client enquiries, matters, hearing dates, document deadlines, retainer invoices and follow-ups in one place your firm can see. A reminder reaches the right person before each hearing. See the version built for law firms, advocates and compliance advisors.

Trusted across India.

192+ businesses served across 31 industries in India

CIPHER CRM is the best CRM software for legal businesses in India. It is a dedicated Legal CRM edition by CIPHER Craft Pvt. Ltd., founded in 2018 in India, that manages client intake, matter pipelines, hearing and deadline reminders, retainer and fee billing, and business development for law firms, advocates, IPR firms, and compliance advisors, with invoices carrying GST on each line, reminders for the team and a branded client portal included in every plan.

It runs in any browser and keeps working offline.

It is used by 192+ businesses across India with a 4.8 out of 5 rating.

  • 4.8/5
  • 192+ businesses
  • Trusted since 2018
  • India-first
  • Works offline

Do these everyday law practice problems sound familiar?

If a few of these sound like your chambers, the problem is not your team. Enquiries, hearing dates, fee dues and matter notes live across WhatsApp, diaries and paper files, with no one place to run the practice from.

See how CIPHER CRM solves this

Enquiries lost before follow-up

Client enquiries from calls, WhatsApp, and referrals get lost before anyone follows up or qualifies them.

Hearing dates in personal diaries

Hearing dates, filing deadlines, and court dates are tracked in personal diaries - reminders get missed when the associate is out.

Fees chased by hand

Retainer invoices and fee collections are handled by hand, leading to delayed payments and awkward follow-ups.

No view of active matters

No single view of which matters are active, which are pending action, and which clients have gone cold.

New business drops off

Business development - alumni outreach, referral follow-ups, and seminar leads - falls off when billable work spikes.

Matter history walks out

When a senior associate or partner leaves, all client history, rate agreements, and matter context leaves with them.

The difference

From scattered to sorted

What changes the day your legal practice moves onto CIPHER CRM.

Make the switch - Book a Free Demo

Enquiries logged in personal WhatsApp and forgotten by end of week

Every enquiry in one list, assigned to the right associate with a follow-up date

Hearing dates tracked in paper diaries that nobody else can read

Hearings and deadlines on the firm calendar, with a reminder for whoever is handling each one

Retainer invoices raised manually, payments chased over phone

Retainer invoices with GST on each line, and an Overdue flag on anything unpaid past its due date

Partners wait until the monthly meeting to see practice revenue and pipeline

A progress board of matters by stage, invoice statuses, and a monthly payments ledger, any time

Business development stops the moment a new file comes in

Referral leads with a source and a reminder, so BD calls still happen in a busy week

Why CIPHER CRM

One CRM for your whole legal practice

CIPHER CRM brings every client enquiry, active matter, hearing date, document deadline, and retainer invoice into one place - so your team stops chasing WhatsApp threads, diaries, and spreadsheets to stay on top of cases.

Built specifically for Indian law firms, advocates, IPR practices, and compliance advisors, it converts scattered inbound calls and referrals into a clean, stage-wise matter pipeline your partners and associates can see update live as the team works, in the browser on a desktop or a phone.

Unlike generic global CRMs, CIPHER CRM bills in rupees with GST on each line and goes live in 1-3 days with free data migration and India-based support in Hindi and English.

  • 92 Features included
  • 4.8/5 Average rating
  • 192+ Businesses served
4.8 Based on 192 reviews Reviews

What Legal teams say about CIPHER CRM

Inside the High Court there is hardly any network. I type the next date on my phone's browser anyway, and my senior sees it once I step out.
Shashank Tripathi
Shashank Tripathi Associate, LitigationPrayagraj
Fee proposals went back and forth in long email chains, and nobody was sure which version the client had agreed to. Their legal head now accepts the final one from a link.
Zarine Batliwala
Zarine Batliwala Managing Partner, ManagementMumbai
Most of our bank panel work is title searches for home loans. When I set an enquiry's source to bank panel, our standard checklist comes with it: sale deed, Index II, share certificate, tax receipts. Every search now starts from the same list, whichever advocate takes it.
Rutuja Deshpande
Rutuja Deshpande Coordinator, Front OfficePune
When our senior associate moved to Delhi, I was worried about her factory clients. Her call notes and settlement drafts stayed on each client's record, so the new associate picked up the conciliations where she left off.
Pranay Sinha
Pranay Sinha Equity Partner, ManagementJamshedpur
Our clients usually pay part of the fee when we file the GST appeal and the balance after the hearing. In CIPHER the invoice shows Partially Paid after that first cheque, and once the due date goes by it is flagged Overdue, so I know whose balance to chase.
Vimal Bothra
Vimal Bothra Office Manager, AdminJaipur
A divorce or custody file holds things a family would not tell even their own relatives. Our juniors can open only the cases assigned to them.
Neethu Varghese
Neethu Varghese Advocate, Family LawThrissur
Capabilities

Everything a law firm needs to grow and manage its practice

Ten ways CIPHER CRM helps Indian legal practices win more mandates and run more efficiently.

Talk to a Legal CRM Expert
CIPHER CRM legal client intake list showing enquiries from calls, email, and online enquiry forms for a law firm
Legal client intake

Legal client intake CRM that captures every enquiry

Enquiries from your website contact form land on their own, and calls, emails and referrals take seconds to add, so every prospective client sits in one list with an owner and never waits for a response.

  • Online enquiry forms feed website enquiries straight in
  • Assign enquiries to the right partner or associate in one click
  • See the full enquiry history and initial matter details at a glance
CIPHER CRM matter pipeline board showing active matters across stages for a law firm or advocate practice
Matter pipeline

Matter pipeline management from enquiry to closure

Rename Projects to Matters and move every client matter through stages you set - engagement, active, pending judgement, closed - on a list or a progress board, with tasks, papers and dates on each one so nothing falls between the cracks.

  • Customisable matter stages tuned to your practice area
  • Filter matters by client, team member, status, or date
  • One-click view of all active, pending, and closed matters
CIPHER CRM calendar and reminders showing upcoming court dates and filing deadlines for a law firm
Hearing and deadline reminders

Hearing, filing, and deadline reminders for the whole team

Put hearing dates, court deadlines, regulatory filings, and statutory compliance dates on the matter as tasks with a due date and time, and set a reminder for whoever is handling it. Every date also shows on the firm's calendar, so a colleague can cover when the associate is out.

  • A reminder for you or a colleague, set as early as you like
  • Hearings and filings on one month or week calendar
  • A pop-up alert on your computer when a reminder is due
CIPHER CRM retainer invoice for a law firm with GST on each line and outstanding fee status
Retainer and fee invoicing

Retainer and fee invoicing for law firms, with GST on each line

Raise retainer invoices and ad-hoc fee bills in rupees with GST on each line, record full or partial payments, and see what has been paid and what is overdue. The client opens the invoice from a share link, sees the balance, and downloads the receipt.

  • Retainer and matter invoices in rupees with GST on each line
  • Unpaid, Partially paid and Paid, with a live Overdue flag
  • A PDF receipt for every payment recorded
CIPHER CRM matter record showing the team chat thread, notes, and reminders for a law firm
Matter chat and notes

Every client conversation logged on the matter record

Every matter gets its own team chat thread the moment it is opened. Record each call and meeting note there or as a private note, add a reminder for the next step from the chat, and drop files in so they land in the matter's attachments.

  • A chat thread on every matter, automatically
  • Private notes your teammates cannot see
  • Add a reminder or checklist item straight from chat
CIPHER CRM legal business development pipeline showing referral leads, seminar contacts, and BD follow-up stages
Referral and BD pipeline

Business development & legal referral pipeline management

Track seminars, bar association leads, alumni referrals, and online enquiries as leads with their own source, so your practice keeps growing even when the team is deep in billable work.

  • Lead sources for seminars, referrals, and online enquiries
  • Follow-ups logged with outcomes on every BD lead
  • Filter by source to see where your mandates come from
CIPHER CRM legal client database showing matter history, documents, and access settings for a law firm
Client and matter records

Client & matter database with confidential records

Keep every client contact, matter history, engagement letter, rate agreement, and internal note in one searchable place, and decide who can open what. An associate can be limited to only the matters they own.

  • Access by job role, with staff limited to their own work if you choose
  • Full interaction and document history per client
  • Search and tags by practice area and matter type
CIPHER CRM intake checklist with conflict check and engagement letter items on a law firm enquiry
Intake checklists

Intake checklists for advocates and advisors

Pick the lead source and a starter checklist attaches itself to the new enquiry - conflict check, ID proof, engagement letter, first consultation. Each item can go to a named person, and the row shows how much is done.

  • A checklist template for each lead source
  • Assign each item to a partner or associate
  • X of Y done, visible without opening the record
CIPHER CRM customer portal where a law firm client views matter status, documents, and invoices
Customer portal

A client portal that cuts the "any update" calls

Give each client a branded web portal with your logo. Share the orders and papers you choose with one switch, show their matter and its status, and let them message your team in a support chat kept apart from your internal discussion.

  • Share a document to the portal with one switch
  • Clients see their matters, invoices, and receipts
  • A customer support chat per client and matter, kept apart from staff chat
CIPHER CRM open in a phone browser as an advocate updates a matter from the courtroom
Offline mode

A legal CRM that works from the court corridor

Associates open CIPHER CRM in the phone browser to update a matter, log a client call, or set a reminder from the courtroom or a client site. If the signal drops in the court building, it keeps working and updates itself when you are back online.

  • Runs in the browser on any phone, tablet, or laptop
  • Log calls, meetings, and matter updates from court
  • Keeps working offline and updates itself when the signal returns
Features

A complete toolkit for legal client management and practice growth

Twenty capabilities that cover the full client enquiry-to-retained-matter journey.

CIPHER CRM legal features and capabilities for law firms and advocates

Client intake

Website forms feed enquiries in; calls, email, and referrals take seconds to add.

Matter pipeline

Track every matter through customisable stages from enquiry to closure.

Hearing reminders

Reminders for your team ahead of court dates, filings, and compliance deadlines.

Retainer & fee billing

Raise retainer and matter invoices in rupees with GST on each line.

Court calendar

Hearings, task due dates, and reminders on one month or week view.

Conflict check log

Record conflict checks at intake on a checklist to protect your firm.

Matter chat

A team chat thread on every matter, opened automatically.

Client database

Searchable client and matter records with full interaction history.

Document linking

Attach engagement letters, briefs, and orders to each matter record.

Works offline

Runs in any browser and keeps working on a weak court-building signal.

BD & referral pipeline

Track seminar leads, alumni referrals, and online enquiries by source.

Follow-up tracking

Every consultation follow-up logged with its outcome and last-contacted date.

Outstanding dues tracking

See unpaid and overdue retainers and fee balances at a glance.

Roles and access

Choose what partners, associates, and support staff can see and change, by job role.

Practice area tags

Tag and filter matters by practice area - corporate, IPR, litigation, tax, and more.

Customer portal

A branded web portal where clients see their matters, papers, and invoices.

Track document expiry

File registrations and licences by type, with expiry dates and a past-due flag.

Private notes

Personal notes on any matter that your teammates cannot see.

Run several companies

Keep another office or practice apart under the same login, with its own team and logo, and switch in one click.

Onboarding & support

Free data migration, 1-3 day go-live, and India-based Hindi & English support.

Watch

See CIPHER CRM for legal practices in action

A two-minute look at how law firms manage client intake, matter pipelines, and retainer billing with CIPHER CRM.

Compare

CIPHER CRM vs spreadsheets vs a generic CRM

CriteriaCIPHER CRMSpreadsheetGeneric CRM
Lead capture Online enquiry forms, built in Copy-pasted by hand Manual or paid add-on
Follow-ups Reminders and follow-up tracking Memory & sticky notes Limited / extra cost
Conversation history Logged on the customer record Personal phones & chats Varies
Quotations & invoicing INR with GST on each line, built in Word / Excel templates Add-on or none
Legal-specific workflow Configured for legal None Generic template
Pricing model Flat, unlimited users Free but manual Per-user fees
Weak signal Keeps working offline, then syncs No Varies
India-based support Hindi & English, included None Overseas / ticket-only
Legal CRM, answered

Common questions about CRM for Legal

Question: 1

Does CIPHER CRM work for Legal businesses?

Yes. CIPHER CRM is built for Legal businesses in India and is used by 192+ companies across the country. It brings your enquiries, follow-ups, quotations, and payments into one place, with follow-up reminders and a CRM your team can open in the browser from anywhere.


Pipelines, fields, and lead sources are configured for how legal teams actually sell and serve customers - so you are not forced into a generic sales template.

Question: 2

How does a CRM help Legal teams manage leads?

A CRM keeps every legal enquiry - from online enquiry forms, calls and walk-ins - in one list, gives each one an owner, and reminds them to follow up, so nothing slips through the cracks and owners see every lead's status update live as the team works.


  • Online enquiry forms drop enquiries straight into your leads
  • Give every lead one or more owners
  • Set a reminder for each follow-up and get a nudge when it is due
  • See each lead's status and source update live

Question: 3

Which CRM is best for Legal in India?

For most Legal businesses in India, CIPHER CRM is the strongest fit - it is India-first, ready for a weak signal, flat-priced with no per-user fees, and configured for legal workflows. Always compare options against your own requirements first.


CIPHER CRM: India-first, works on a weak signal, flat pricing, live in 1-3 days.

Question: 4

Can Legal businesses use WhatsApp inside the CRM?

Not as a built-in chat today. Every lead and contact row has a one-click WhatsApp button that opens the chat, and legal teams log each conversation as a follow-up on the record, with a name and a date on the next step.


Every promise and reply stays on the customer's record, so the full history is there for whoever picks up the phone next. A WhatsApp-style messaging tab is in development.

Question: 5

How much does a Legal CRM cost?

CIPHER CRM uses simple flat pricing with no per-user fees, so you can add your whole legal team without the bill climbing. Exact pricing depends on your team size and needs and is shared on a quick demo call - call +91 97122 00017.


Two plans - Flexi and Growth - both include unlimited staff and clients.

Question: 6

How do I get started with CIPHER CRM for Legal?

Getting started takes 1-3 days. Book a free demo and our India-based team configures your pipeline, imports your existing leads and customers for free, and trains your staff - so you go live ready to sell.


No technical skills needed - setup and data migration are handled for you.

Success story

How a Legal business grew with CIPHER CRM

  • The client

    A growing Legal business in India, running on spreadsheets and WhatsApp across a small team.

  • The challenge

    Enquiries were scattered across phones and chats, follow-ups were missed, and the owner had no clear view of the pipeline, payments, or team performance.

  • The solution

    They moved to CIPHER CRM with free data migration - every enquiry in one list, follow-up reminders with a name and a date, branded quotations, and invoices that show what is paid and what is overdue.

  • The result

    Within weeks, follow-ups stopped slipping and the team responded noticeably faster - turning more of the same enquiries into paying customers.

Success stories

Loved by Legal businesses across India

Founders bring us work in pieces, an ESOP plan this month and a seed round that may or may not close. On the CIPHER board each mandate moves from first call to engagement letter, and the fee total under each stage tells me roughly what should come in.
Kshitij Malik
Kshitij Malik Founding Partner, ManagementGurugram
Corporate clients kept ringing our front desk for a copy of the last order. Their legal team now opens the orders we share on our firm's portal.
Chaitanya Vemuri
Chaitanya Vemuri Practice Manager, OperationsHyderabad
Every trademark bill has the Registry's official fee, which carries no GST, and our professional fee, which does. In CIPHER CRM I set the tax line by line, so GST sits only on our fee.
Kalaivani Rajendran
Kalaivani Rajendran Accounts Executive, FinanceChennai
In AGM season each client gets a task in CIPHER for its ROC work, with a checklist of forms and registers and a colleague's name on every item. From the task list I can see how far each company has got without opening any of them.
Foram Parikh
Foram Parikh Team Lead, SecretarialVadodara
Rent agreements get stuck when an owner reaches the sub-registrar without his Aadhaar copy. Each agreement is now a task with reminders for the stamp paper and registration date, and its checklist shows which ID papers are missing, so my clerk calls the parties a day ahead.
Nadeem Qureshi
Nadeem Qureshi Notary Public, ManagementBhopal
We do contract review for a London law firm and a few Indian companies. The London firm is billed in pounds, the Indian ones in rupees.
Harleen Grewal
Harleen Grewal Billing Manager, FinanceChandigarh
A missed mediation sitting means getting both parties and their counsel together again. Every sitting goes on the CIPHER calendar with a reminder the day before.
Nilakshi Saikia
Nilakshi Saikia Case Manager, RegistryGuwahati
Fraud work means train fares out to a client's branches and stacks of photocopied ledgers, and every rupee of it gets billed back. My team enters each receipt against the client while still on site, so when I raise the invoice I just filter that client's expenses.
Sayantan Ghosh
Sayantan Ghosh Chief Executive, ManagementKolkata
Getting papers out of trustees takes call after call, the signed trust deed first, then everyone's ID proofs. I log what they promise on the enquiry and set the next date. The reminder finds me that morning.
Snigdha Parida
Snigdha Parida Senior Associate, AdvisoryCuttack
One more thing

Did you know?

Most legal teams lose more deals to slow follow-up than to price. A CRM that reminds you to follow up, with a name and a date on every next step, often pays for itself before anything else.

Secure and confidential - built for the trust legal practices demand

Talk to a Legal CRM Expert

Locked in transit

Client and matter data travels over HTTPS between your team and CIPHER CRM, keeping confidential information protected.

Own matters only

Limit an associate to only the matters they own, and switch off a leaving staffer's sign-in instantly.

Roles and access

Partners, associates, and support staff see only what their job role allows - protecting client confidentiality.

Regular backups

Your client database and matter records are backed up regularly so nothing is permanently lost.

Buyer's guide

How to choose a CRM for your Legal business

Evaluate any Legal CRM against these criteria - CIPHER CRM is built to meet each one.

  • India-first, not translated

    Choose a CRM built for how Indian legal teams actually work - with rupee billing and GST on every line built in, not added on later.

  • Flat, transparent pricing

    Avoid per-user fees that punish you for growing. Flat pricing lets you add your whole team for one predictable cost.

  • Fast onboarding & migration

    Look for free data migration and go-live in days, not months, so you see value almost immediately.

  • Ready for field teams

    Your legal team works on the move, so make sure the CRM opens on any phone and keeps working when the signal drops, instead of losing what they typed.

  • Built for legal workflows

    Generic CRMs make you build everything from scratch. Pick one already configured for legal pipelines and stages.

  • Local, India-based support

    Choose a partner with India-based support in Hindi and English who understands your business and your timezone.

  • Secure & compliant data handling

    Confirm encryption in transit, access by job role, regular backups, and sensible data handling before trusting a CRM with customer data.

Book a demo to see how CIPHER CRM answers all 7.

Glossary

Legal CRM terms explained

  • Pipeline

    The stages a legal deal moves through - from new enquiry to quotation to won - so you always know where every opportunity stands.

  • Lead source

    Where a legal enquiry came from - an online enquiry form, a referral, a walk-in - so you can see which channels bring the leads worth chasing.

  • Follow-up cadence

    The planned schedule of calls, messages, and reminders that keeps every legal lead warm until they decide.

  • Quotation

    A priced offer sent to a customer; in CIPHER CRM it is built from your saved price list and tracked until the customer accepts or declines it.

  • Customer 360

    A single view of everything about a customer - enquiries, deals, quotes, payments, and conversations - in one place.

  • Sales funnel

    The journey from many enquiries at the top to fewer won customers at the bottom, showing where legal deals drop off.

Legal CRM frequently asked questions

Still thinking it over?

Legal CRM - frequently asked questions

The things Indian business owners ask us most, answered straight.

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What is the best CRM for law firms in India?

For most law firms and advocates in India, CIPHER CRM is a strong fit for the business side. It is India-first, runs in any browser and keeps working offline, and puts client enquiries, intake, follow-ups and the matter pipeline in one place, flat-priced and live in 1-3 days. It is used by 192+ businesses across India, rated 4.8/5. Compare it against your own workflow before deciding.

How do advocates manage client intake and follow-ups?

CIPHER CRM brings every enquiry from your website form, calls, email and referrals into one list, attaches an intake checklist for each prospective client, and lets the advocate set a follow-up reminder, so promising enquiries turn into retained clients instead of going cold. Every conversation stays on the client record.

How much does a Legal CRM cost in India?

CIPHER CRM uses flat pricing with no per-user fees, so a law firm can add its whole team for one predictable cost. Every plan includes every feature, invoicing with GST among them. Exact pricing depends on your size and needs, so call +91 97122 00017 for a quote and a free demo.

Does Legal CRM work with WhatsApp?

You can open a WhatsApp chat with a client in one click from their lead or contact row; it opens the chat and sends nothing on its own. A WhatsApp-style messaging tab is in development. In the meantime the firm logs every client conversation on the matter record and sets follow-up reminders with a clear owner and date - so no conversation sits only on a personal phone.

Can a law firm bill with GST in CIPHER CRM?

Yes. Every CIPHER CRM plan includes invoicing in rupees with GST on each line and the client's tax number printed, so a law firm can raise retainer and fee invoices and record payments without a separate tool. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Is CIPHER CRM suitable for law firms and advocates in India?

Yes - CIPHER CRM is used by 192+ businesses across 31 industries in India, law firms and advocates among them. It covers legal client intake, the matter pipeline, hearing reminders, retainer billing, and business development - so it fits the day-to-day of an Indian legal practice from day one.

How does CIPHER CRM help with client intake for a law firm?

Enquiries from your website contact form arrive on their own, and inbound calls, emails, and referrals take seconds to add. Each enquiry is assigned to the right partner or associate, a conflict check sits on its intake checklist, and initial matter details are recorded - so no prospective client falls through the cracks before a decision is made.

Can CIPHER CRM remind my team about hearings and court dates?

Yes. You put the hearing date or filing deadline on the matter and set reminders for the person handling it - for example seven days before, one day before, and the morning of. The date also shows on the firm's calendar. Reminders reach your team in the notification bell and as a pop-up alert on their computer; they are not sent to the client.

Does CIPHER CRM handle retainer billing and GST invoicing for law firms?

Yes. You raise retainer invoices and ad-hoc fee bills in rupees with GST on each line, record full or partial payments, and see which invoices are unpaid, partly paid or overdue. The client can open the invoice from a share link, see the balance, and download receipts, which makes the fee conversation much easier.

Is client and matter data confidential and secure in CIPHER CRM?

Yes. Data travels over HTTPS, access by job role decides who can see and edit what, and an associate can be limited to only the matters they own. Private notes are visible only to the person who wrote them and to admins, who can read but not change them. Customer support chat is kept apart from staff chat, and regular backups keep your practice data recoverable.

How long does it take to set up CIPHER CRM for a legal practice?

Most law firms and advocates go live in one to three days. CIPHER CRM's onboarding team handles free data migration from your spreadsheets, existing tools, or client registers, sets up your matter stages and practice areas, and trains your team in Hindi or English - so you are running on day one without IT overhead.

Can CIPHER CRM help with business development and referral tracking for lawyers?

Yes. Seminar leads, bar association contacts, alumni referrals, and online enquiries go in as leads with their own source, on a pipeline next to your matters. You log each follow-up with its outcome, set reminders, and filter by source to see which channels bring in the most retained mandates - so business development continues even when the team is deep in billable work.

How much does CIPHER CRM for law firms cost?

CIPHER CRM is priced on a flat plan basis with no per-user fees - so your cost does not spike as your team grows. Every plan includes every feature, and you choose to pay quarterly or yearly. We share a custom quote on a short call. Contact us at +91 97122 00017 for pricing and a free demo tailored to your firm.

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On the call we map out your sales stages, answer whatever you want to ask, and show you exactly how your team would work day to day.

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