If you are practicing law, you require a law firm CRM software to manage legal documents, legal tasks, video conferences, legal calendaring, billing, accounting, internal communication, phone system, reports, and legal time-keeping. A customer relationship management platform allows you to store data and manage good relationships with your clients. The best CRM systems for law firms contain primary features like advanced email templates, virtual phone lines, calendar integrations, billing integrations, a robust tool for performing search functions and contact lists, and document storage capabilities. The law firm or an advocate uses the CRM for their profession to better manage client relationships, handle their staff/employees efficiently, manage digital documents, and analyze their firm’s overall performance. However, it would help if you considered factors like budget, vendor reputation, and integration. So, it would help if you researched the list of the best CRM for small law firms before making a decision.
- United Kingdom
- $15.00 /month
- United States
- Not provided by vendor
- United States
- $49.00 /month
What are the Best Legal CRM Software for Law Firms & Lawyers?
» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.
List of the Best Legal CRM for Small Law Firms & Lawyers Reviews
1. Salesforce CRM – Empowering client centricity and trust through connected data.
About Salesforce CRM: Salesforce CRM is a software company that offers cloud-based customer relationship management solutions for small, medium and large businesses. Salesforce CRM manages the company’s relationships with current customers as well as potential customers and partners. Salesforce offers a range of features including phone, email, chat, social media monitoring and enterprise content management. The solution is available in numerous languages and offers thousands of plugins, including those that extend the system’s functionality beyond basic CRM to business analytics, email management and marketing.
Salesforce CRM Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“With Salesforce, we’re building a unified information source to help us reimagine collaboration across our entire platform. This will enable NBCUniversal to continue delivering the highest level of transparency, insights, and results for our customers.” – Linda Yaccarino
Not provided by vendor
2. Clio – Best Legal Client Relationship Management (CRM) Software
About Clio: From small to large, law firms can benefit from Clio’s cloud-based CRM software. An organized and efficient process will ensure that your company can build strong relationships with current and prospective clients. CRM software helps you stay on top of clients, communication, and growth opportunities. Through CRM software, law firms and other legal businesses can track essential deadlines, keep track of client cases and documents, bill clients, and accept payments.
Clio Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“I really like the interface of Clio. It’s easy to use and easy to learn. Some of the other softwares we looked at were like excel spreadsheets, and we couldn’t figure out where anything was. With Clio, many of the mundane tasks have been expedited, and it’s definitely sped up our caseload. It makes everything easier for us” – Michael A.Raimondo
501 – 1000
3. PracticePanther – Meet the best legal CRM software for your firm.
About PracticePanther: PracticePanther is a legal practice management software that has its own CRM software for law firms. Practice Panther believes in quick and efficient execution of growing client relationships. From automated client intake forms to automated reminders and a two-way messaging portal PracticePanther helps legal firms grow their client base massively. All form submissions are 256-bit SSL encrypted with CAPTCHA.
PracticePanther Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“PracticePanther has revolutionized my practice, saving me time with its user-friendly case management & invoicing system. I can access it anywhere!” – Carmina Hirsch
51 – 200
$59.00 /month / user
4. monday.com – A powerful, efficient CRM for lawyers
About monday.com: monday.com offers businesses an opportunity to save money on the cost of a dedicated tech team and system administrators by building their own CRM system around their company’s existing services. monday.com markets itself as a fully customizable CRM platform, making it easy for business owners to build and expand their own businesses without having to invest in dedicated staff, or extreme computer skills. monday’s software is designed to be highly intuitive and user-friendly, making it possible for the average business owner to set up a system in one day.
monday.com Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“monday.com CRM has opened countless doors of opportunities that we never had before. We were able to customize the CRM on top of monday.com Work OS to fit the needs of our day-to-day activities.” – Kyle Dorman | Operations Manager at Ray White
1001 – 5000
Not provided by vendor
5. Lawmatics – Client Relationship Manager for Lawyers
About Lawmatics: Lawmatics’ CRM software for Law firms is very efficiently curated for acquiring more prospects, increasing client engagement, and scaling law practicing businesses. It organizes all relevant activities like tracking and managing client status, audience segmentation, engaging leads, and sorting contact in personalized criteria in one central platform. Lawmatics creates an enriching client experience through powerful workflow automation, customizable legal documents, digital intake forms, and setting automated follow-ups. It also seamlessly integrates with all popular legal tech applications.
Lawmatics Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“I highly recommend and endorse Lawmatics. If you are looking for a software to manage the entire client journey step by step, it is the best one I’ve seen on the market. Their customer service and support are excellent. Take the time to learn the system and set it up because it’s well worth the effort.” – Bill Miller
11 – 50
$99.00 /month /user
6. Law Ruler – CRM Software Designed Specifically for Law Firms
About Law Ruler: Law Ruler is a leading CRM software for Law firms providing solutions for Mass Tort, Personal Injury, Criminal Defense, Consumer Protection, Business, Employment Law, and more. With a set of modern and customizable features like automated text messages and emails, personalized in-built video messaging, dashboard analytics having instant insights, task management tools, integration with the existing company website, top legal vendor tools and software, Law Ruler revolutionizes the way law practice management fosters relationships with leads, prospects, and clients.
Law Ruler Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“I come out looking like a rock star, so I love Law Ruler…What we liked so much about Law Ruler was it eliminated a lot of data entry errors and user errors. It really streamlined the time for the intake and offers marketing, and retention of clients. All of these things are in one place. It is your one-stop-shop for all of the things that we previously did on 10 different forums.” – Samantha Stone
Law Ruler Software
11 – 50
7. MyCase – Transform the way you manage prospective clients
About MyCase: MyCase is a CRM software for Law Firms that automates administrative tasks with a modern and intuitive cloud-based solution. Customizable digital client intake forms, built-in text messaging, automated reminders, dedicated client portal, lead management tools, reports, and dashboards – MyCase’s functionalities are best-in-class to carry out daily operations effortlessly. Easily accessible through computers and mobile applications MyCase also has unlimited storage with a bank grade-security.
MyCase Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“We don’t have to pull out a physical file to figure out the next step on a case or the last time we talked to the client. All of that is done in MyCase.” -Brandon Osterbind
201 – 500
8. Freshsales – A Leading CRM for law firms
About Freshsales: Freshsales CRM is a sales CRM designed to be used with Gmail and Google Calendar. It helps you keep in touch with your prospects and manage your meetings from Gmail. Freshsales CRM is integrated perfectly into Gmail, which means you can use all the features of Gmail without having to switch to an additional window or program when checking emails. You can also manage your contact details and create sales campaigns and reminders with the help of Gmail and Google Calendar.
Freshsales Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“As soon as we were given a demo of Freshsales, we knew it would resolve some of our most pressing sales challenges, to begin with. In fact, after a short set-up period and minimal training, we were able to hit the ground running from Day 1. And it hasn’t disappointed till today.” – Jean-Philippe Thiery
1001 – 5000
Not provided by vendor
9. Flowlu – Free CRM For Lawyers and Law Firms
About Flowlu: Flowlu CRM is a social business management software that facilitates customer engagement. It helps managers get what they want from their employees through communication, collaboration, and analysis to increase profits. Flowlu provides a platform for career development by making information about employees and customer data accessible to everyone. The flow of information will help businesses grow in an environment focused on sales, customer service, quality, and efficiency. Flowlu CRM can be used by small and medium enterprises or large companies to eliminate costly mistakes like miscommunication and wasted time.
Flowlu Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“This application is really useful and has multiple features to facilitate the management of any company. The use of this program within the company has brought many benefits, it allows you to perform different tasks more quickly, saves a lot of time, as it eliminates the need for consecutive supervisions.” – Marie D.
United Arab Emirates
11 – 50
Not provided by vendor
10. Bitrix24 – Free CRM For Lawyers
About Bitrix24: Bitrix24 CRM is a web-based CRM software marketed as an all-inclusive solution that can be used by small and large enterprises. It can customize its interface to specific business needs. Bitrix24’s users have access to a suite of powerful CRM tools and other publishing and collaboration options for personal and business use. It features social media & email marketing technology that enables users to build trusting relationships and track their interactions.
Bitrix24 Features: Workflows Automation, Appointment Scheduling, Case Management, Client Interactions, Email Marketing, Campaign Management, Lead Capture, Lead Management, Document Management, Task Management, Collaboration, Billing Management, eSignatures, Third-Party Integration, Reporting & Analytics
“Bitrix24 CRM is an excellent tool for improving interaction with your customers, as it includes instruments for creating reports and analyzing sales and marketing campaigns, so that you can gain a clear insight into your company’s results and know whether or not your efforts are paying off.” – Üwen Ergün
51 – 200
Law Firms CRM Software Buyer’s Guide
» What is CRM Software for Law Firms?
If you're a lawyer, you likely know that without an organized system of records and correspondence, your work can become disorganized in no time. But before you go running out to buy software that can manage this for you, there are some things you should know.
CRM for law firms is software or programs that help businesses to manage customer relationships within the company. Legal CRM software will help with numerous tasks, from managing contact lists, tracking interactions, and staying up-to-date on recent trends within your industry so that you can better serve your clients. You can find many programs and systems designed as integrated CRM systems to help you manage your contacts with clients and paperwork.
» Why do Law Firms need a CRM System?
Law firms have an incredible amount of information on each client that deals with their firm. They track many different types of information about their clients, from how often they're calling, how long they like to talk to your office, and even if a prior client has referred them. Most law firms manage this paperwork in whatever way works best for them. Not only can this cause issues during the billing cycles when you forget to bill your clients or send out invoices too late or not at all, but it can also create unnecessary stress for your staff since the employees do not know what is going on with their clients. Legal CRM software is essential to manage these tasks and reduce some burdens.
Contact management is the single thing that all law firms will have the most difficulty properly managing a client relationship. If a client doesn't call you back or is not returning messages, there might be many reasons for this. Some of these reasons could include: The letter being left too late, the person being on vacation, or not wanting to be bothered by any legal issues they may have. CRM for law firms can help in managing contacts efficiently.
Many law firms use Excel spreadsheets and text files to manage these records. This can lead to errors and issues with updating their records and current information. As you can see, it isn't easy to use a spreadsheet and a text file to manage the information and keep it secure.
So for managing your legal firm efficiently, legal CRM software would be the best option.
» Features in CRM Software for Law Firms
CRM for law firms is software that assists attorneys with their day-to-day activities. Here are some features that make the best law firm CRM so you can get an idea of what matters when choosing software for your office.
› Automated Workflows:
Best CRM for small law firms can save money. The first step that saves money is automation. Automating the flow of information in a law firm is the best way to make that flow effective and efficient. The faster attorneys can find info, the better they can be at their jobs – otherwise, they are wasting time looking for information when they could be helping clients or networking with colleagues.
Once you've got all of your workflows automated, it's crucial to have a way to report on that data in whatever format you need for your business. In other words, you will need to check the data against something – which is where reports come into play. When you have automated workflows, you will want to know how much money your firm makes and how many outstanding cases. Reports allow you to access information in a way that allows for detailed analysis.
› Social Media Integration:
Social media integration is one of the top features that most law firms pursue in their CRM software. The reason for this is simple: the more people your law firm can reach, the more business it will get. Social media integration solves this problem, allowing attorneys to reach out and interact with their existing and potential clients through Facebook, Twitter, LinkedIn, etc.
› Case Management:
The primary purpose of any Legal CRM software is to manage your cases. Not all case management systems are the same; some allow you to assign employees different cases, while others may not stay organized or allow you to access information quickly enough. The answer lies in finding a case management system that provides flexibility and accessibility but doesn't go overboard. It makes it challenging to find the information you need when you need it.
› Case Status:
CRM for lawyers should have the ability to view and access case status. This information is vital because it allows you to run your business more efficiently without wasting time or money. You will be able to find out when a case has been assigned, when it was assigned and how it's progressing. If this feature matters most to you, you should consider checking for a system allowing fast access to case status. This will save you time because it won't take too long to look at a case's status, giving you more time to think about what the next step, in that case, should be.
› Project Management:
Project management is another essential part of the best legal CRM system that you should be looking at. Law firms often use this feature to track tasks, projects, and milestones. A project management system is an excellent way to keep track of all this information.
Law firms are already distinct in that they charge a percentage of their client's total billings – but tracking the progress on these bills can be difficult without the proper tools like CRM for lawyers. This makes completing your billing process an enormous amount easier than it would otherwise be if it were left to human labor alone.
› Widget Integrations:
Looking at information from your CRM for small law firms on a dashboard is a handy feature. You can quickly and easily view the details of a case, an employee, or any other important information you need by putting widgets into your dashboard. There are plenty of widget integrations for legal CRM software, so you should review the available ones and ensure that one suits your needs before buying the software.
› Document Management:
Document management is essential to keep track of files or documents related to an individual client. This is important because these documents can be beneficial when you need to reference something. Document management systems have many essential functions but can also integrate with other software. In other words, you can use these systems to keep your information organized and automate specific tasks.
› Document Sharing:
Once you have an organized document management system, it's time to start looking at ways to make your files accessible to others. This is done through document sharing on the best legal CRM software. This allows other attorneys in your office access certain documents that might be best handled differently than how you created them.
Documents are often sent via email, which can be a significant source of data loss – but document sharing helps prevent this from happening by copying documents and files when necessary. When you need to share a file with another attorney, click the share button on the documents and send it electronically. Some document management systems provide you with the ability to attach files.
› Case Properties:
You will want to look out for this feature when evaluating the best CRM software for your lawyers. This allows for customized information about individual cases, which can be extremely helpful in running your business. You can set properties for everything from contact details and case status to time or money spent on a given case. Some applications even allow you to track budgets and sales commissions to keep an eye on your profit margins and your client's progress.
» What Benefits of CRM Software for Law Firms?
Many lawyers can attest that the physical address books are scattered around their offices and desktops, leaving little to no room for new clients or changes. With the best CRM software for lawyers, you can ensure that your contacts are organized in a way that will allow you to find the information you need quickly and efficiently. For example, if you're looking through your contact list and need to know a client's phone number, you can find it in other parts of your CRM record faster than paper-based files. Let us check out some significant benefits:
› Optimizes performance:
Best law firm CRM can help maximize performance. It is also helpful in reducing errors that are common with disorganized records. CRM software is designed to manage your client data, which can be confusing and challenging to organize unless you have specialized software.
› Constant Communication:
Best law firm CRM allows you to constantly contact your clients so they will always feel like they are your top priority. Communicating with them through all channels is also essential, which is another reason why having good law firm CRMs helps immensely.
› Multiple ways to communicate:
A CRM system designed to help manage client relationships is also essential. Some of the many ways that clients can share with your law firm are over the phone, via email, and even by fax.
› Better Client Relationships:
Having a sound CRM system that stores all your information about your clients helps improve how you will be treated by your clients and those trying to hire you. You will gain more opportunities for new clients and referrals from existing ones.
› Bills accurately:
CRM software for law firms is designed to help you track client activity and allows you to be more accurate in billing, which will help prevent late fees.
› Improved Employee Productivity:
Having CRM software for law firms that will allow you to keep track of your employees and what they are doing will not only increase their productivity, but it will also help to cut down on the number of times they need to be reminded about their tasks and what needs to be done in their work environment.
» How to Choose CRM Software for Law Firms?
There are many different CRM software for law firms. The first thing you should look at is what platform you will be using, which could be one of two: Windows-based or Mac-based. Some systems combine both, but if you choose to go with one or the other, you should look at what functionality is best for your firm and which will help you manage client records easily while keeping your information secure. Before you choose the best CRM software for law firms, keep in mind the following:
- Your firm will probably use your CRM as part of an ecosystem that includes most, if not all, other related tools, such as marketing and billing software. If you plan to use these products, ensure that your best CRM allows you to integrate with them. Also, ensure you can connect to other databases and work with them through the same interface.
- With this in mind, it is essential to consider the features of the various systems. Look for those tools that will help you generate leads based on your client's needs. Also, take note of what features are available to export data. Some systems make it easy to do this, but others do not. If you plan to be more active in marketing your firm and promoting it on the web, look at a system that lets you export data in a way that can be easily used elsewhere.
- Not all uses will include the software as part of its primary function, so look at how flexible it is. You will probably want the program on your computer to access it from any location. Otherwise, your users must go through the duplicate files each time they want to access them, which can be a real pain for many people.
- Different CRMs for lawyers come in different sizes. If you plan to use your program in a small office or professional setting, look for something simple and efficient. On the other hand, if you are interested in big-money items, a giant program that divides your day into several parts is best. You may also want one that connects with other applications like marketing tools and accounting software.
- Look for a system that can be easily used by people who are not computer-savvy. They should be able to enter, update and verify data without looking at a manual or training session.
It would help to consider these essential things before choosing the best CRM for lawyers. Make sure that your CRM for law firms should automate your work and make it smooth. Crucial functions like sending emails, managing a client portal, generating campaigns, and organizing documents, should be done with ease with the best legal CRM. A CRM can indeed benefit you in plenty of ways. It can increase productivity and emphasize better client relationships. Therefore, make sure that you choose the best CRM for your law firms.