13 Best Legal CRM for Law Firms and Lawyers

A handpicked list of the best legal CRM software…

Legal CRMs turn clients into repeat businesses. And for lawyers or someone running a law firm, legal CRMs are a blessing in disguise.

They take the administrative loads off your shoulders while giving you the whole-nine-yards to practice law⚖️.

In this article, I’ll help you understand how legal CRMs are transforming modern-day law firms. And then, dive into the best legal CRMs for your law firm – everything in a legal way! 😉But before we get down to the details, here’s a handy table that will give you a preview of the CRM software I’ve covered.

What is a Legal CRM?

Legal CRM (Customer Relationship Management) software is designed for law firms to navigate through and manage client journeys smoothly. 

They take care of the due diligence for every client–from onboarding to tracking case status and scheduling appointments to storing documents – Legal CRMs do it all!

In fact, CRM software lets you focus on your core job–practicing law, while it automates administrative tasks like recurring billings, collecting data, and doing follow-ups.

But – why not hire a couple of generalists for these jobs? Read on to know why!

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Why Do Law Firms Need Legal CRM Software?

Investing in a legal CRM could be the best thing you can do today. Unlike traditional client management methods, legal CRMs are more efficient in doing their jobs. 

Here’s how legal CRMs can help:

• Store client information and documents in a place where it’s easy to find and use
• Enhance client intake processes with smart intake forms, custom fields, and more options
• Identify sales opportunities and track and manage leads throughout the funnel
• Gather data on your marketing strategy and highlight what tactics are working and what not
• Personalize and optimize client experiences with automated messages and drip campaigns
• Streamline workflows and automate administrative tasks by incorporating legal tech

And most importantly, it eliminates human error from the equation. 

47% of CRM users say their system positively impacts customer satisfaction rate.

However, here’s the deal.

Research shows that over 80% of law firms have a CRM solution in play, but only 20% rate their CRM as “effective”. You may ask why.

Well, because there’s no one size fits all.

And that’s why I curated a list of features you must look for before investing in a legal CRM.

Features To Look For in a Legal CRM

#1. Centralized Database

Imagine this: You have 50+ clients, and a dozen of them want updates on their cases. Now, clearly, you don’t remember all the details!

To prevent embarrassing situations like this, legal CRMs centralize client information and documents under one roof. It can be used by:

• Sales teams to reduce sales cycle time by up to 8-14%.
• Marketing teams to identify PR opportunities and potential leads
• And, business development teams to nurture or retain clients via personalized communications

Most importantly, the database acts as a single source of truth within the law firm. 

#2. Control and Security

Legal documents can be highly confidential. To safeguard documents, look for legal CRMs offering an added layer of protection, such as:

• Access control
• Version history
• Multi-factor authentication
• Data backup and recovery

And many other security features.

#3. Automation

Legal CRMs come with a bunch of automation tools to automate redundant tasks. For instance, you can take care of those critical, yet mundane tasks, like:

• Set up follow-up sequences.
• Create workflows with a click. Or edit an existing template to send welcome emails, raise invoices, and move deals from one pipeline to another.
• Send reminders about upcoming court sessions and necessary documents to your clients.

Also read: AI Legal Drafting Tools for Effortless Legal Perfection

#4. Ease of Use

As an attorney, you might not be familiar with using CRM software. And that’s fair; you’re a lawyer, not a techie.

But – considering the benefits legal CRMs bring in, it’s important that attorneys learn to work with them. 

A way out here is to choose a CRM that offers a simple, intuitive interface—having click-and-go functions rather than cumbersome processes. 

Moreover, a centralized dashboard to track and manage everything goes a long way in making CRMs easy to work with.

#5. Integrations

Before finalizing a CRM tool for your law firm, ensure it can easily and quickly connect with your existing app ecosystem. 

Here are some of the integrations you must look for:

• Accounting tools: QuickBooks, FreshBooks, and more
• Dialers: RingCentral, Dialpad, and similar tools
• Automation tools: Zapier
• Text and video conferring tools: Slack, Zoom, Google Workspace, and more

Having every app in your firm’s ecosystem seamlessly connect with your legal CRMs promotes real-time data syncing and takes productivity to the next level.

That said, below are the best legal CRMs with all the must-have features described above.

Freshsales

Freshsales is an AI-powered CRM for law firms, primarily designed to help teams manage their sales activities, track leads, and improve attorney-client relationships.

Key Features

• Built-in case management tool helps capture, organize, and manage every case detail in one place
• All your conversations, be it from phone, email, webforms, or SMS, are put together under one dashboard
• Get complete control of who sees what with security features like role-based or team-level access and audit logs
• Has an intuitive dashboard that helps generate and customize reports for data-driven decision-making
• Easily create workflows with a click or edit existing templates to automate welcome emails, invoices, and more.

Pros

• It has an in-built web form builder
• Excellent collaboration features
• Dedicated mobile app

Cons

• Limited marketing features (focuses on sales and lead management)

By far, Freshsales has helped over 60,000+ businesses nurture relationships with clients and prospects. 

monday.com

monday.com offers a customizable and user-friendly legal CRM software. Even with little knowledge, anyone in your firm can configure the CRM to the firm’s needs.

Key Features

• Offers flexibility to customize your legal space, like add/edit columns to reflect cases, billable hours, lawyers, and more.
• Has a simple drag-and-drop interface with visual boards, making it easy to manage and create workflows.
• Sync monday.com with Google calendar and get automatic reminders to follow up with clients or notifications for important due dates
• Get real-time insights on case progress, company earnings, and team performance via analytical dashboards with visual elements like graphs and widgets 

Pros

• Free version available
• The CRM is highly customizable
• Dedicated mobile app

Cons

• Bit clunky and confusing (might give you a hard time to set-up)
• Poor customer support

Rest assured, as monday.com boasts all the necessary features and capabilities to handle clients and documents efficiently.

Pipedrive

Pipedrive is the industry’s leading CRM for law firms.

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Key Features

• Built-in lead generation tool set to prospect leads from internal databases (in millions)
• Use SmartDocs to speed up the client intake process, create autofill templates, e-sign, and share trackable documents across the company.
• Set up automation and workflows for repetitive tasks like sequential emails, drip campaigns, or trigger event-driven actions.
• Offers easy-to-read dashboard analytics to oversee team performance and find opportunities to improve
• Integrates with over 400+ tools, including our favorite collaboration and automation tools, such as Zapier, Slack, Google Docs, and more.

Pros

• Comes packed with lead generation tools
• Well numbered integrations
• Built-in scheduler

Cons

• No free version is available
• Poor customer service

Pipedrive offers a standalone dashboard to manage clients and a bunch of automation tools to streamline mundane tasks. 

Bitrix24

Bitrix24 is a legal CRM that helps law firms find new clients and maintain relationships with existing ones.

Key Features

• Use Kanban boards to quickly break down tasks and easily collaborate as teams to complete them
• Connect with clients via video conferencing, telephony, and real-time chat channels
• Create and share calendars within teams to never miss out on important dates and proceedings
• Automate email marketing campaigns and weekly, bi-weekly reports of the firm’s performance

Pros

• Extensive collection of training resources
• Dedicated mobile app

Cons

• Expensive pricing
• Overall, the platform is lethargic

By far, Bitrix24 has earned the trust of 12,000,000+ organizations, including many modern-day law firms.

Salesmate

Salesmate legal CRM is all you need to track and manage client interactions, cases, and paperwork.

Key Features

• Built-in calling system with features like virtual numbers, call transcription, log management, transfer calls, and more.
• Quickly create customizable pipelines to track and get real-time updates on individual cases
• Integrates with 700+ business apps, including Google Apps, Microsoft, and Zapier
• Schedule emails and automate workflows based on event-driven triggers

Pros

• Real-time notifications
• Easy to organize contacts via customizable tags
• Free trial available

Cons

• Limited customer support
• Has a steep learning curve because of too many features

The Salesmate CRM boasts around 500+ features working in sync to enhance team productivity while keeping everyone on the same page.

Lawmatics

Lawmatics is a cutting-edge Legal CRM solution to streamline and optimize your law firm’s operations.

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Key Features

• Has an intuitive dashboard to track, optimize, and manage leads and clients throughout their journey from a unified place
• Offers built-in audience segmentation to deliver tailored messaging and personalized email marketing campaigns for clients
• Easy-to-setup automation and workflows for managing pipelines and sending follow-up emails
• Seamlessly integrates with the most popular legal tech applications and dialers like Clio, Kennect, Zapier, RingCentral, and more

Pros

• Customizable legal CRM with options to add custom fields
• Get a head-start with pre-built templates
• Reliable customer support (phone and email)

Cons

• It has no free version
• The pricing is expensive (also has a one-time onboarding fee)

Whether you’re a solo practitioner or own a law firm, the platform has the right toolkit to cater to both needs.

Clio

Clio is a cloud-based CRM that provides lawyers with overall caseload management efficiently and conveniently.

Key Features

• Enhance the client intake process with customizable online forms, instant document creation, and e-signatures
• Automate tasks, one-off reminders, and drip campaigns to engage and convert incoming leads within days, not weeks
• Leverage visualized ‘Matter Pipeline’ to oversee potential clients throughout the intake process, get real-time updates on any progress or bottlenecks
• Offers easy-to-understand reports highlighting your firm’s performance and business development efforts

Pros

• Simple and diversified pricing model, starting at $39/month
• Well-numbered integrations

Cons

• Frequent change in product UI gives a steep learning curve for users
• Due to the number of features, it takes time to set up

Additionally, this CRM software comes with built-in time tracking and billing features, besides, contacts and document storage. Which means 🥁you spend less time on administrative tasks and more on nurturing relationships. 🎉

PracticePanther

PracticePanther is the leading legal practice management software built for law firms of all sizes.

Key Features

• Has an intuitive dashboard to track and manage individual client cases and view matter details from under a roof
• Built-in online payment system; offer payment plans and create custom payment links to receive payments faster
• PracticePanther’s exclusive Client portal gives clients access to uploaded documents, invoice balances, and send secure messages to your firm
• Automate client intake processes and streamline workflows using conditional or event-driven triggers
• Integrates with other apps from automation, cloud storage, productivity, and other industries

Pros

• Time and expense tracking
• Allows to add company’s logo (supports white-label)
• 256-bit SSL encryption and CAPTCHA to secure all form submissions

Cons

• Could be better at calendar scheduling
• Relatively slow and unresponsive at times

The platform partners with over 50 Bar associations, enabling them to manage caseloads and build better attorney-client relationships.

MyCase

MyCase legal CRM tool is here to simplify client management by automating client intake processes and administrative tasks for attorneys.

Key Features

• Create customizable intake forms for every area of your practice and quickly create agreements with unlimited eSignature.  
• Has a unified dashboard to track and manage leads from one stage of your pipeline
• Use Kanban boards to swiftly assign tasks to team members and look for pending forms and eSignature requests at a glance.
• Built-in invoicing tool that helps track client invoices, send payment reminders, and collect fees via custom payment links
• Integrates with popular dialers, email marketing, accounting, and automation apps like Zapier

Pros

• Highly visualized reports depicting your team’s performance
• Built-in text messaging
• It comes with a dedicated client portal

Cons

• Some nit-picky issues with formatting
• Infrequent lags
• Unreliable customer support

The platform is trusted by over 15,000+ law firms across the globe.

Rocket Matter

Rocket Matter CRM is designed for legal teams and attorneys who struggle to manage multiple clients at once.

Key Features

• Covers billing processes for you, including time tracking, legal billing, invoice generation, and online payments
• Set-up marketing processes and data entry tasks on autopilot using Rocket Matter’s automated workflows
• Automate email marketing campaigns to send personalized messages to convert prospects faster or engage with existing clients
• Brownie points to text-messaging automation that helps stay in front of clients; nearly 98% of all text messages sent by law firms to prospects get read.

Pros

• Reasonable and diversified pricing plans
• Integrations with apps like Quickbooks, Outlook, OneDrive, and more

Cons

• Next-to-no automation features with the basic plan

The platform boasts the right tools to grow attorney-client relationships and stay competitive in your practice areas.

LawRuler

LawRuler is an intuitive legal CRM that leverages data-driven techniques to manage leads, caseloads, and retain existing clients.

Key Features

• Attract and convert leads with innovative logic-based forms and client intake tools like document assembly, eSign, and more.
• Get in-depth and highly visualized analytical reports to track crucial business KPIs and identify marketing sources with high ROI.
• Use text and email marketing automation to engage and nurture leads time-to-time throughout the sales funnel.
• Connect with clients easily using built-in client communication channels like softphone dialer, video, and text messaging.
• Integrates with legal vendor tools and law practice management software to eliminate double work and ensure everything is synced with your existing apps and CRMs

Pros

• Integrates with ChatGPT
• AI-powered email assistant
• Robust Integrations

Cons

• Not many training resources are available for first-time users

Besides, this legal CRM is highly customizable, enabling attorneys to get started without much training.

CosmoLex

CosmoLex is a cloud-based legal CRM that takes care of attorney-client relationships while nurturing growth for modern-day law firms.

Key Features

• Built-in legal accounting and billing software, fully compliant with organizational and local guidelines.
• Easy to build and customize intelligent client intake forms with company branding and custom fields.
• Leverage automation to send personalized messages on event-based triggers, or follow-up emails on pre-set dates.
• Send e-signature requests to clients via messages or emails and get documents attested in a secure and faster way.

Pros

• Easy-to-use interface.
• The in-house team provides all support, training, and onboarding.

Cons

• You may find it tough to work with reports.

While the personalization and customization features make this software a winner, the reports might be a bit challenging at first, but it is definitely worth the learning curve!

Also read: Best Case Management Software for Lawyers

Legally CRM

LegallyCRM is a practice management software catering to attorneys and law firms who aspire to penetrate the water-right legal industry.

Key Features

• Streamline the offboarding process, control how you conclude a contract, and perform FNF (full and final) settlements the legal way.
• Measure the working time in the system – declaratively and actually (stopwatch) and make payments for the exact hours worked.
• Use a Contract register to store all office contracts (utilities, telephones, rental, leasing) in one place.
• Secure client data and sensitive case materials by giving role-based access to parties based on their needs and scope of work.
• Create custom letter patterns from LegallyCRM’s “Code shortage” to avoid sounding monotonous in every email or message to the client without having to depend on AI email writers.

Pros

• As an administrator, you get loads of customization options for the CRM.
• Integrates with Google Calendar for scheduling appointments or reminders without a miss.
• Steep learning curve for new users.

Cons

• Additional training costs.
• Doesn’t have a user-friendly interface.

LegallyCRM allows law practitioners to control and measure working time, invoices, mail flow, and case documentation from a unified place.

Wrapping Up

The legal industry is becoming highly competitive. And to surf through the high tide, you must be well-prepared.

Legal CRMs can help law firms establish a lasting relationship with clients. Thereby ensuring that those one-off deals get converted into returning businesses.

If youre a law professional with loads of clients to deal with, or a law firm finding it difficult to manage and engage with clients on time. One of the above-mentioned legal CRMs could be all you need to save the day.

Next up, the best free CRM tools to boost your business growth.