19 Best CRM Software for Law Firms Reviewed in 2024
Best CRM Software for Law Firms Shortlist
Here's my pick of the 10 best software from the 19 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
As a lawyer, it can be challenging to effectively manage client relationships and streamline processes when you’ve got several other events and tasks taking up your time. Finding a reliable CRM software for law firms can help you keep up with your cases and automate operations, but with so many options on the market, it can be even more daunting to know where to start.
To help lawyers get started in their search, I used my experience in digital software to test and review several of the top solutions on the market. Whether you’re a small firm or a large merger, I’m assured that my in-depth reviews will lead you towards locating your next CRM software, effectively boosting overall productivity and relationship processes.
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Best CRM Software for Law Firms Summary
| Tools | Price | |
|---|---|---|
| CRM Creatio | From $25/user/month | Website |
| Copper | From $9/user/month (billed annually) | Website |
| MyCase | From $49/user/month (billed annually) | Website |
| Rocket Matter | From $65/user/month (billed annually) | Website |
| InterAction+ | From $153/month (billed annually) | Website |
| Pipedrive | From $12.50/user/month, (billed annually). | Website |
| Clio Grow | From $39/user/month (billed annually) | Website |
| Law Ruler | Pricing upon request | Website |
| Salesforce Financial Services Cloud | From $25/user/month (billed annually) | Website |
| CosmoLex CRM | From $99/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow to Choose a CRM Software for Law Firms
As you work through your unique software selection process, keep the following points in mind:
- Ease of Use and Accessibility: Your chosen CRM system should be user-friendly, accessible anywhere, and quickly and securely accessed. A cloud-based CRM allows attorneys and staff to access client information and manage tasks remotely, ensuring they can work efficiently in the office, in court, or from home.
- Integration with Existing Tools: When searching for a CRM software, look for options that seamlessly integrate with other tools and systems. This includes email clients, document management software, calendaring tools, and other legal practice management software to help streamline workflows.
- Automation Capabilities: Automation is a valuable feature of CRM software as it streamline repetitive tasks such as appointment reminders, deadline tracking, and document generation. This helps lawyers stay organized, reduces human error, and improves efficiency.
- Customization and Scalability: When shopping for a new CRM, make sure to search for one that is customizable, so you can tailor your solution to your specific needs. Additionally, your software should be able to scale with your business and accommodate an increasing volume of data, users, and customer interactions.
- Security and Compliance: Given the sensitive nature of legal work, your CRM software must offer powerful security features to protect confidential client information. This includes encryption, two-factor authentication, and authorized IP addresses. Additionally, the software should comply with industry standards and regulations.
Best CRM Software for Law Firms Reviews
This in-depth analysis provides overviews of various CRM software tailored for law firms. It covers the pros and cons, their features, and their best use cases.
Creatio CRM is a comprehensive customer relationship management platform designed to enhance sales, marketing, and service processes for a wide range of businesses, including law firms.
Why I picked CRM Creatio: I like the ability to automate workflows without requiring any specialized technical knowledge. This is particularly beneficial for law firms, where administrative tasks can be time-consuming and prone to human error. By automating these processes, law firms can ensure that tasks such as case registration, document management, and client follow-ups are handled efficiently. CRM Creatio also offers 360-degree views of customers to consolidate important information and track history, interactions, and overall preferences.
Standout features & integrations:
Features include customizable dashboards, real-time analytics, AI-assisted app development, contact and account management, lead and opportunity management, task management, and performance management.
Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- Scalable with growing law firms
- No-code platform
- Highly customizable workflows
Cons:
- Customizing the platform can be time-consuming
- Learning curve for new users
Copper organizes contacts, tracks deals, manages workflows, and automates tasks. It's well-suited for firms using Google Workspace because of its seamless integration with Google’s tool suite.
Why I picked Copper: Copper is for law firms already using Google’s suite of tools. Its native integration means emails, contacts, and calendar events from Gmail, Google Contacts, and Google Calendar are automatically synced with Copper. Additionally, the software's automation features streamline repetitive tasks and ensure no important detail is overlooked. Copper also offers advanced reporting and analytics tools for insights into client interactions, case progress, and firm performance.
Standout features & integrations:
Features include contact management, deal tracking, workflow automation, email tools, a mobile app, and custom reporting.
Integrations include Google Workspace, Slack, Zendesk, HubSpot, QuickBooks, Docusign, Mailchimp, Zapier, Xero, and Trello.
Pros and cons
Pros:
- Mobile app for on-the-go management
- Customizable workflows
- Seamless Google Workspace integration
Cons:
- Limited flexibility outside of Google Workspace
- Restrictive customization
MyCase is an advanced legal case management software offering client intake, case management, and billing, making it an all-in-one solution for legal professionals.
Why I picked MyCase: MyCase offers a unified platform that handles everything from client intake to billing and payment processing. It integrates case management, time tracking, billing, document management, and client communication, making it an excellent tool for legal professionals looking to optimize their workflows and improve client service. Additionally, MyCase’s calendar and task management features are designed for the legal industry, allowing efficient scheduling, deadline tracking, and task delegation within the firm.
Standout features & integrations:
Features include client intake forms, e-signature, calendaring, workflow automation, document management, case analytics, billing and invoicing, time tracking, financial reporting, and built-in text messaging.
Integrations include Zapier, LawToolBox, QuickBooks, Google Calendar, Microsoft Outlook, Dropbox, NetDocuments, LawPay, Box, and Clio.
Pros and cons
Pros:
- Comprehensive case activity tracking
- Expense and financial record tracking
- Integrated e-signatures for document signing
Cons:
- Occasional glitch with multiple files open
- Limited third-party integrations
Rocket Matter is a centralized platform for client management and case details. It streamlines administrative tasks and improves firm operations through advanced legal management tools and powerful reporting capabilities.
Why I picked Rocket Matter: Rocket Matter offers advanced document automation capabilities, allowing law firms to easily generate, store, and manage legal documents. It has a powerful case management system centralizing all case-related information, including client communication, documents, and deadlines, ensuring team members access the most up-to-date information. Additionally, the software has tasks, calendars, and legal project management tools, allowing firms to plan, track, and manage their work efficiently.
Standout features & integrations:
Features include practice management, case management, legal project management, document automation, and time tracking.
Integrations include QuickBooks, NetDocuments, LawToolBox, Microsoft Office 365, Google Workspace, Dropbox, Box, Evernote, Zapier, and PayPal.
Pros and cons
Pros:
- Time and expense tracking with reporting
- Document assembly with customizable templates
- Integrated billing and payments
Cons:
- Difficulties with invoicing
- Limited report functions
InterAction+ is a CRM software for law firms to proactively manage and grow key relationships, generate new revenue streams, and mitigate revenue loss. This helps to enhance client services and uncover new revenue opportunities, giving law firms a competitive edge.
Why I picked InterAction+: InterAction+ smoothly integrates with existing legal practice management systems and databases, ensuring all client data is centralized and accessible. It maintains detailed records of all client interactions, including emails, phone calls, and meetings, making it easier for legal professionals to manage ongoing cases and anticipate individual needs. Additionally, it offers powerful data analytics tools that allow firms to analyze data and insights into client behavior and preferences.
Standout features & integrations:
Features include contact management, relationship intelligence for tracking interactions, business development tools, data quality management, email marketing integration, customizable dashboards, and task and activity management.
Integrations include Microsoft Outlook, Microsoft Office, SharePoint, NetDocuments, iManage, Elite 3E, Aderant, Chrome River, Concur, and Docusign.
Pros and cons
Pros:
- Customizable dashboards for specific needs of law firms
- Strong integration with legal practice software
- Advanced mapping and client relationship tools
Cons:
- Not as intuitive for contact and activity management
- Searching function for tracking updates is limited
Pipedrive is a sales CRM and pipeline management software that helps businesses manage leads, track sales activities, and close more deals. It has a powerful visual sales pipeline management, allowing users to track and manage their sales processes.
Why I picked Pipedrive: Pipedrive’s standout feature is its visual sales pipeline, which provides a clear view of all ongoing client interactions and case progressions. This makes it easy for law firms to track the status of each case, identify bottlenecks, and ensure timely follow-ups. For law firms managing multiple cases simultaneously, Pipedrive’s visual pipeline is an excellent tool to help with clarity and organization. Additionally, it offers powerful customization options to tailor the pipeline stages and fields to match processes and requirements.
Standout features & integrations:
Features include customizable pipelines, real-time sales insights, and AI-powered sales tools.
Integrations include Google Meet, Zoom, Microsoft Teams, Trello, Xero, Facebook, Zapier, Slack, Mailchimp, and QuickBooks.
Pros and cons
Pros:
- Sales and revenue forecasting tools
- Activity, tasks, and deadline reminders
- Intuitive visual pipeline for tracking cases and client interactions
Cons:
- No native document management
- Limited legal-specific features like case management and billing
Clio Grow is an advanced CRM software offering tools that streamline client intake and improve lead management. It enables firms to track potential clients through a customizable pipeline and easily manage communications.
Why I picked Clio Grow: Clio Grow focuses on client intake and lead management, streamlining the client intake process from start to finish. The software centralizes all client information and communication into one location, helping law firms stay organized and responsive. It offers a toolset that simplifies the process like automated workflows for repetitive tasks such as sending welcome emails, creating consultation schedules, and receiving e-signatures from clients electronically. Additionally, Clio Grow integrates with Clio Manage, allowing a smooth transition from client intake to ongoing case management.
Standout features & integrations:
Features include customizable online intake forms, automated email follow-ups, task management, secure client communication, e-signature functionality, appointment scheduling, and lead tracking through a customizable pipeline.
Integrations include Clio Manage, Google Calendar, Microsoft Outlook, Zoom, QuickBooks Online, Mailchimp, Zapier, Dropbox, Slack, and Microsoft Teams.
Pros and cons
Pros:
- Document automation
- In-depth reporting on intake performance
- Customizable pipeline for client intake process
Cons:
- Difficulties with customer support
- Integration with other Clio products for full potential
Law Ruler is a legal software for growing law firms, offering features such as legal CRM, marketing automation, client intake, and dashboard analytics. It aims to modernize firms and accelerate their growth by providing tools for various law practices.
Why I picked Law Ruler: Law Ruler focuses on legal marketing automation, offering integrated tools to reach potential clients through multiple channels like emails and text messages. It has customizable drip campaigns, tracking and analyzing features, and call tracking. Additionally, Law Ruler’s client intake automation perks ensure that leads are efficiently converted into clients through automated follow-ups and online intake forms.
Standout features & integrations:
Features include automated follow-ups, built-in softphone, text and video messaging, dashboard analytics, email drip campaigns, and document automation.
Integrations include Clio, Microsoft Office 365, Gmail, QuickBooks, Zapier, LawPay, Docusign, Google Calendar, Outlook, and Microsoft Teams.
Pros and cons
Pros:
- Detailed performance reports for marketing campaigns
- Drip campaign automation
- Integrated marketing tools specifically for law firms
Cons:
- Limited calendar and scheduling features
- Limited integration with third-party providers
Salesforce is a leading CRM software that offers AI-driven solutions to enhance sales processes and customer interactions. Its customizable and scalable features cater to the needs of law firms, making it a versatile solution for practices of all sizes.
Why I picked Salesforce: Salesforce offers advanced AI technologies through its Einstein AI, providing predictive analytics, automated insights, and intelligent recommendations. This allows law firms to anticipate client needs, identify opportunities for cross-selling services, and automate routine tasks. Additionally, Salesforce has exceptional customization and scalability capabilities, enabling firms to extend the CRM’s functionality to include document management, billing, and other essential legal practice features.
Standout features & integrations:
Features include AI-driven sales tools, predictive analytics, and customizable CRM solutions.
Integrations include Slack, Google Workspace, Microsoft Outlook, LinkedIn, Dropbox, Mailchimp, QuickBooks, Docusign, HubSpot, and Zoom.
Pros and cons
Pros:
- Supports multi-language and multi-currency for international clients
- Advanced reporting tools
- Personalized dashboards for metrics and insights
Cons:
- Additional cost for customization and support services
- May need an IT team to manage and maintain the system
CosmoLex CRM is a legal practice management software that integrates legal accounting, billing, and practice management and streamlines the daily operations of law firms.
Why I picked CosmoLex CRM: CosmoLex CRM integrates legal accounting, billing, and practice management into one platform. By consolidating these essential functions, it simplifies administrative tasks, ensures compliance with legal accounting standards, and provides a clear view of the firm’s operations. Additionally, the software offers advanced legal-specific accounting features such as trust accounting, compliance management, detailed financial reporting, and real-time financial data, ensuring all financial transactions are accurately recorded and compliant with legal regulations.
Standout features & integrations:
Features include automated workflows, customizable online forms, and integrated trust accounting. CosmoLex also offers text and video messaging capabilities, making client communication more efficient.
Integrations include QuickBooks, LawPay, Dropbox, Google Calendar, Microsoft Outlook, NetDocuments, Box, Clio, MyCase, and PracticePanther.
Pros and cons
Pros:
- Strong practice management capabilities
- Comprehensive bookkeeping and billing features
- Automatic bank reconciliation
Cons:
- Occasional loading times with report generation and data entry
- Limited user management customization
Other CRM Software for Law Firms
Below is a list of additional CRM software for law firms that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.
- Lawmatics
For workflow development
- Freshsales
For AI-powered sales insights
- Zoho CRM
For customizable CRM solutions
- Filevine
For document automation
- monday.com
For project management integration
- SugarCRM
For customization options
- Actionstep
For mid-sized law firms
- RingCentral
For communication tools
- Cobblestone Software
For contract management
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CRM Software for Law Firms Selection Criteria
The criteria for choosing a CRM software for law firms should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:
Core Functionality (25% of total score):
- Client management
- Case management
- Document storage and management
- Task and deadline tracking
- Communication and collaboration tools
Additional Standout Features (25% of total score):
- Integration with legal research tools
- Advanced reporting and analytics
- Customizable workflows
- Mobile access and functionality
- AI-powered document automation
Usability (10% of total score):
- Intuitive interface design
- Drag-and-drop functionality for task management
- Easy navigation and search capabilities
- Customizable dashboards
- Minimal learning curve
Onboarding (10% of total score):
- Availability of training videos and tutorials
- Interactive product tours
- Pre-built templates for common legal tasks
- Webinars and live training sessions
- Chatbots for instant assistance
Customer Support (10% of total score):
- 24/7 availability
- Multiple support channels (email, phone, live chat)
- Dedicated account managers
- Comprehensive knowledge base
- Fast response times
Value for Price (10% of total score):
- Transparent pricing models
- Flexible subscription plans
- Cost-benefit analysis
- Discounts for long-term contracts
- Free trial periods
Customer Reviews (10% of total score):
- Overall satisfaction ratings
- Specific feedback on key features
- Comparison with competitors
- Frequency of updates and improvements
- User testimonials and case studies
Trends in CRM Software for Law Firms
Here are some trends I’ve noticed for CRM software for law firms, plus what they might mean for the future. I sourced countless product updates, press releases, and release logs to tease out the most important insights.
- AI-Powered Client Insights: AI is being used to analyze client data and provide actionable insights. This can lead to more personalized client interactions, helping law firms better understand client needs and improve service delivery.
- Integration with Legal Research Tools: CRM software is now integrating with legal research tools. This allows lawyers to access case law and statutes directly from their CRM, saving time and improving the accuracy of legal research.
- Mobile Accessibility: Mobile-friendly CRM solutions are becoming essential. Lawyers now can access client information and case details on the go, enhancing productivity and client service.
- Enhanced Data Security: Law firms handle sensitive information, making powerful security measures important. As a result, data security features are being prioritized in CRM software, enhancing security protocols to help protect client confidentiality.
- Automation of Routine Tasks: Automation is being used to handle routine administrative tasks, including scheduling, billing, and document management. These features help to free up time for lawyers to focus on more complex legal work.
As law firms increasingly prioritize client relationship management, CRM software tailored for legal professionals is evolving to meet unique industry needs. These advancements not only streamline client interactions but also improve overall firm efficiency and service delivery.
What is CRM Software for Law Firms?
CRM software for law firms is a tool that helps legal practices manage client relationships and business development functions. It’s used by attorneys, administrative staff, and firm owners to streamline client intake, scheduling, follow-ups, and revenue tracking.
The primary components of CRM software for law firms include client intake tools, case management features, document management, high-level data security, and marketing automation.
Features of CRM Software for Law Firms
Choosing the right CRM software for law firms is important for streamlining operations, enhancing client relationships, and boosting overall efficiency. Below, I will outline the most important features to look for when shopping for a new CRM software.
- Automated Email and Text Marketing: Allows law firms to quickly respond to potential clients and maintain engagement with current clients through automated messages. It’s essential for lead generation and client retention.
- One-Click E-Signature: Simplifies obtaining client signatures, saving time and ensuring that documents are signed promptly. This feature is vital for moving cases forward efficiently.
- Text and Video Messaging: Enables law firms to communicate with clients through their preferred channels, increasing engagement and trust.
- Dashboard Analytics: Provides a centralized view of key metrics such as case progress, lead engagement, and marketing ROI. This feature helps firms make data-driven decisions and track performance.
- Marketing Task Management: Helps manage complex marketing campaigns and legal tasks by setting up automated workflows and internal alerts. This ensures that deadlines are met and tasks are completed efficiently.
- Software Support: Offers strong support and training to help law firms transition smoothly to new CRM software, reducing frustration and increasing the likelihood of successful implementation.
- Lead Management: Facilitates tracking and nurturing of potential clients, ensuring that no lead is overlooked. Integration with marketing tools can further enhance lead generation efforts.
- Contact Management: Maintains detailed records of clients, including contact information, case history, and communication logs. This feature is vital for personalized client service.
- Time Tracking and Billing: Records billable hours and generates invoices within the CRM system, streamlining the billing process and ensuring accurate tracking of payments.
- Document Management: Stores and organizes legal documents securely, allowing easy access and sharing among team members. This feature is important for maintaining organized and efficient case management.
Incorporating these features into your CRM software can significantly enhance your law firm's ability to manage client relationships, streamline operations, and ultimately increase profitability.
Benefits of CRM Software for Law Firms
CRM software offers law firms a streamlined approach to managing client relationships, improving communication, and enhancing efficiency. Along with these perks, CRM software for law firms offers these added benefits:
- Centralized Client Information: CRM software consolidates all client data into one easily accessible platform, enabling law firms to track engagement, manage leads, and provide personalized service at every step.
- Enhanced Client Engagement: By providing personalized communication, tailored recommendations, and proactive outreach, CRM software helps law firms build meaningful relationships with clients and enhances client outcomes.
- Streamlined Communication: The right CRM software offers tools for tracking client interactions and communication, ensuring communication history is logged in a single space. This centralized view of client interactions helps law firms build trust, anticipate client needs, and improve client satisfaction.
- Improved Efficiency and Productivity: Legal CRM software automates routine tasks such as client intake, appointment scheduling, and document management, allowing law firms to focus on more critical tasks. This automation reduces administrative burdens and ensures team members are on the same page.
- Data Security and Compliance: A strong law firm CRM prioritizes features like encryption and access controls to safeguard sensitive client information. Compliance with industry regulations, such as GDPR or HIPAA, is also essential, ensuring that law firms maintain a clear record of changes and actions taken within the CRM.
CRM software offers numerous benefits for law firms, including improved client management, streamlined communication, and enhanced workflow efficiency. By implementing a CRM system, law firms can better manage their client relationships, increase efficiency, and provide better service to their clients.
Costs & Pricing of CRM Software for Law Firms
When considering the cost and pricing of CRM software for law firms, it’s essential to weigh the features and benefits against your budget and specific needs. While some CRMs offer strong capabilities at a higher price, others provide essential tools at a more affordable rate.
This section provides an estimate of average CRM software plans and costs for law firms. The data is based on various sources and reflects common pricing tiers and features.
Plan Comparison Table for CRM Software for Law Firms
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic contact management, limited users, basic reporting, and email integration |
| Personal Plan | $12 - $39/user/month | Enhanced contact management, email marketing, basic automation, and limited integrations |
| Business Plan | $40 - $129/user/month | Advanced automation, document management, time tracking, billing, and integrations with other tools |
| Enterprise Plan | Custom pricing | Full customization, advanced analytics, dedicated support, enhanced security, and unlimited integrations |
Ultimately, choosing the right CRM requires balancing cost-effectiveness with the ability to enhance client relationships and streamline firm operations. Before purchase, carefully evaluate your firm’s needs against the available options to ensure you choose a solution that offers the best value for your investment.
CRM Software for Law Firms FAQs
Here are some commonly asked questions I’ve received about CRM software for law firms.
How does CRM software enhance data security and compliance for law firms?
CRM software enhances data security and compliance by providing better control and monitoring of sensitive client information. Legal CRMs are designed to reduce the risk of data breaches and ensure compliance with legal regulations. Features like bank-grade security, secure document storage, and access controls help safeguard client data.
How can CRM software improve client communication for law firms?
CRM software improves client communication by providing multiple channels for interaction and ensuring timely follow-ups. Features such as built-in text messaging, email templates, and client portals facilitate consistent and efficient communication. This open communication line helps build stronger client relationships and enhances client satisfaction.
What are the challenges of implementing CRM software in a law firm?
Implementing CRM software in a law firm can come with challenges such as initial setup, data migration, and user adoption. While many CRM solutions are designed to be user-friendly, the initial setup may require time and effort to configure the system according to the firm’s specific needs.
Data migration from existing systems to the new CRM can also be complex and may require careful planning. Additionally, ensuring that all staff members are adequately trained and comfortable using the new system is crucial for successful implementation.
Can CRM software help with billing and invoicing?
Yes, CRM software can streamline billing and invoicing by tracking billable hours, generating invoices, and managing payments. Automated billing processes reduce errors and ensure timely invoicing, helping maintain accurate financial records and improves cash flow.
What’s Next?
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