Best CRM for Law Firms: Top 25 Tools for 2024

Relationships are at the heart of any successful business because clients rely on counsel for important legal matters. Over 78% of law firms utilize some form of customer relationship management (CRM) software to help streamline client communications and boost organization.

A quality CRM solution centralizes contact records, calendars, files, and notes so that attorneys and their teams can dedicate full attention to legal work. We recommend it to every client we have as it increases organization and client retention and saves time.

In this comprehensive guide, Grow Law Firm will explore the top 25 legal client relationship management platforms specifically designed to meet the complex relationship management needs of legal professionals.

If you're itching to learn more, you can get further insights into this topic by listening to two of our podcast episodes that touch on it. In the episodes, host Sasha Berson chats with guests Melanie Leonard, CEO of streamlined.legal, on "How implementing management software transforms your law firm for success" and Matt Spiegel, CEO of Lawmatics, on "Revolutionizing attorney-client communication."

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What Is CRM for Law Firms?

A client relationship management or CRM is a digital tool designed to organize interactions with potential and existing clients. It provides a centralized database to compile all customer information in one place. This includes contact details, past communications, orders, and payments. 

Communication becomes simpler through features like calendars that sync schedules, mass email campaigns, and integrated tools like chatbots or portals. But that's not all. A good CRM tool will also offer a range of other benefits, such as:

• Improved client communication: With a client relationship management tool, you can easily track client interactions and communicate with them promptly and effectively.
• Increased efficiency: Streamlining your client data and communication will save time and reduce errors so that you can focus on higher-level tasks.
• Better decision-making: With all your client data in one place, you'll have a wealth of information at your fingertips to inform your business decisions.

Top 25 Best CRM Software for Law Firms

With a wide array of CRM solutions, selecting the right software can be daunting. But don't panic! We've curated a list of the best of the best legal CRM software specifically tailored to law firms' unique needs to simplify the decision-making process. 

1. Lawmatics [with CEO Matt Spiegel]

Lawmatics is a legal-specific CRM designed especially for lawyers and law firms. It helps manage contacts, calendars, tasks, emails, and documents in one place. Some key features include client intake forms, matter management, document assembly, billing, and time tracking. It provides robust conflict checking and integrations with accounting software.

Lawmatics improves communication with clients by keeping them informed of case status and timelines, avoiding issues down the line. Automated tools also help save money through higher marketing conversion rates, as firms only invest in the most effective channels. This translates to more clients and revenue.

Pricing starts at $149 per user per month for the Basic plan and goes up to $1,149 for the premium plan.

Pros:

• Legal-specific features tailored to meet the unique needs of law firms.
• Integrates with popular legal research tools for easy access to relevant case law and statutes.
• Streamlines workflow and helps law firms manage client relationships effectively.

Cons:

• It may not be as customizable as other CRM options, so you need an API. 
• Some users reported issues with the software's user interface.

Empowering Attorney-Client Communication with Matt Spiegel, the CEO of Lawmatics, in the Podcast Series

In the podcast, Matt Spiegel explains how he founded Lawmatics to solve the problem of attorney-client communication he experienced in his own law practice. This led him to develop a CRM tailored specifically for legal firms seeking to streamline workflows and gain valuable business insights through metrics like marketing ROI and cost per lead. Spiegel emphasizes that Lawmatics saves substantial time while also generating more clients through optimized conversion rates and the ability to assess campaign performance, underscoring its dual value proposition.

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Matt Spiegel

The CEO of Lawmatics

Matt Spiegel is a serial entrepreneur and CEO of Lawmatics. Before launching his startups, he practiced as a criminal defense attorney, where he observed pain points that later inspired his ventures. His first legal tech company, MyCase, became one of the most popular cloud-based practice management tools before being acquired. Matt then spearheaded other software businesses like ExpoGuru and Cammy.

For Lawmatics, he tapped into his legal expertise to develop an innovative client relationship platform. Lawmatics empowers firms to maximize efficiency and grow their businesses by streamlining intake to case management. Under Matt's visionary leadership, Lawmatics has transformed the delivery of legal services.

2. Clio

Clio is a leading cloud-based CRM software designed specifically for law firms. It offers a comprehensive suite of features tailored to the unique needs of different practice areas, including case management, document management, time tracking, billing, and client communication. With its user-friendly interface and robust integrations, Clio helps law firms streamline their operations, boost productivity, and provide exceptional client service.

Clio offers different pricing plans to accommodate law firms of all sizes and needs. The pricing starts at $39 per user per month for their EasyStart plan, which includes essential features and goes as high as $129 for the Complete plan.

Pros:

• Outstanding customer service and support experience, considered one of the best in the industry.
• Easy data retrieval and extraction from the CRM, providing users with control and flexibility.
• Powerful internal document automation feature that saves significant time in document creation.
• Ability to create templates for recurring documents, ensuring consistency and accuracy.
• User-friendly interface and robust integrations streamline law firm operations.

Cons: 

• Advanced features like document automation and custom reporting are only available in higher-priced plans. 
• Certain customization options may require additional setup or assistance from Clio's support team.

3. Zoho CRM

ZOHO is a widely adopted customer relationship management solution that caters to businesses across various industries, including law firms. Zoho CRM provides law firms with tools to manage client relationships, track leads, automate workflows, and analyze sales data.

With its customizable modules and powerful automation capabilities, Zoho CRM allows law firms to tailor the software to their needs. The platform also integrates with other Zoho applications, such as Zoho Books for accounting and Zoho Desk for customer support, creating a seamless ecosystem for managing all aspects of client interactions.

Pricing begins at $12/user per month for the Standard package and stops at $45 for the Ultimate package. 

Pros:

• Affordable pricing plans.
• Integration with other Zoho applications provides a seamless experience across different business functions.
• Powerful automation capabilities streamline repetitive tasks and enhance productivity.

Cons:

• Limited legal practice management capabilities.
• The user interface can be overwhelming for new users, requiring some time for onboarding and familiarization.

4. Law Ruler

Law Ruler is a comprehensive CRM software designed for law firms and professionals. With a focus on streamlining lead management and the client intake process, Law Ruler offers a range of features to enhance productivity and maximize conversion rates. The software integrates seamlessly with various marketing platforms, call-tracking systems, and case management tools, providing a centralized hub for managing leads, tracking communication, and automating follow-ups.

Law Ruler offers pricing options tailored to the specific needs of law firms. The pricing starts at $169 for the Pro plan and $212 for the Premium plan. You need to contact Law Ruler to know the price of the Enterprise plan. 

Pros:

• Customizable workflows and forms to fit your firm's unique needs.
• Integrated time tracking and billing capabilities.

Cons:

• Limited marketing and sales capabilities compared to other CRMs.
• Not as widely used as some other CRM solutions, which may limit integrations and compatibility.
• It can be more expensive for smaller firms.

5. HubSpot

HubSpot is not a legal-specific CRM platform; it caters to various industries. HubSpot's CRM software gives law firms a centralized system to manage client relationships, track leads, and automate marketing and sales processes. The software offers a user-friendly interface and integrates seamlessly with HubSpot's suite of marketing, sales, and customer service tools. Law firms can leverage HubSpot's CRM to organize and track client interactions, automate email campaigns, manage documents, and gain valuable insights through analytics and reporting.

HubSpot provides various pricing plans, including a free CRM option with basic features. If you want additional features, it starts at $18 per month for the Starter plan and reaches up to $3600 for the Enterprise plan. 

Pros:

• Robust marketing and sales capabilities.
• Integrates with a wide range of third-party apps and tools.
• There is a free version suitable for solo practitioners. It is also good for firms that want to try the capabilities before they upgrade. 

Cons:

• To make use of better features, you need the paid versions. 
• Limited customization options for law workflows and forms since it is not legal-specific.

6. SalesForce

SalesForce is a popular, cloud-based CRM that is not specific to the legal industry. However, it can still be a great option for law firms looking to manage their client relationships and workflow. SalesForce offers many features, including contact management, lead tracking, and marketing automation. It also integrates with various third-party apps, allowing law firms to customize the software to meet their specific needs.

The prices vary depending on the types of solutions you choose from. The starting price for all of them is $25. The price can go as high as $1,250. 

Pros:

• Customizable with a wide range of third-party apps.
• Cloud-based, allowing lawyers to access the software from anywhere there is an Internet connection.

Cons:

• Not have legal-specific features, so a lot of legal-specific features are not available.
• The pricing is unclear since there are different types based on their services with varied prices. 
• The price is not suitable for small law firms. 

7. Kohezion

Kohezion is a highly customizable, low-code platform that allows law firms to build their own custom CRM system. With Kohezion, lawyers can create a tailored CRM solution that meets their specific needs without lengthy implementation times.

The platform facilitates team collaboration, centralized record management, and data visualization through built-in dashboards. These provide real-time insights into key performance metrics.

Kohezion's pricing starts at $150 per month for the Starter plan and goes up to $20,000 per month for full implementation of the custom CRM system.

Pros:

• Highly customizable based on unique needs.
• Centralized records and data management.
• Collaboration and real-time insights capability.

Cons:

• It can be quite expensive, even for larger law firms or those with complex workflows.
• It can be challenging to learn for users without extensive technical backgrounds, which may require additional training or support.

8. Pipedrive

Pipedrive is a widely used CRM platform that caters to various industries, including law firms. While not legal-specific, it offers a range of features to manage leads and sales processes effectively. Pipedrive provides tools for team collaboration, reminders, lead segmentation, form creation, reporting, and dashboards.

Pipedrive offers different pricing plans to accommodate businesses of various sizes. Pipedrive's pricing starts at $9.90 for the Essential plan and goes up to $59.90 for the Enterprise plan.

Pros:

• Inexpensive entry-level pricing.
• User-friendly interface for basic functions.
• Integration with over 400 apps for ease of use.

Cons:

• Limited reporting and analytics tools. 
• Not tailored specifically for case management.

9. Freshsales

Freshsales is an all-in-one CRM platform that caters to law firms and their customers, although it is not legal-specific. The platform combines AI-driven insights with personalized engagement strategies to help law firms shorten the sales cycle and focus on leads effectively. Freshsales offers automation features that streamline workflows, allowing users to automate tasks such as lead assignment, email communication, task management, and more.

Freshsales provides a free version for up to three users, making it a cost-effective option for smaller law firms. The paid version starts at €15 and goes up to €69.

Pros:

• AI-powered insights and recommendations.
• There is a free version that small firms and solo attorneys can take advantage of.
• Easier communication with built-in phone, email, and messaging. 

Cons:

• Limited integration options.
• Numerous users have expressed their dissatisfaction with the inconsistent support provided.

10. InterAction

InterAction is a customer relationship management platform designed for law firms and legal teams. It utilizes passive data capture and Microsoft integrations to gain strategic insights into client relationships. The system offers tools to organize contacts, ensure compliance, and standardize operations across different teams.

InterAction does not list pricing on its site, as it offers multiple levels of subscriptions that can be mixed and matched to create a customized experience based on the user's needs. 

Pros:

• Integration with Microsoft tools like Outlook. 
• It offers a customized experience based on the user's needs, making it a flexible solution for law firms.

Cons:

• InterAction does not list pricing on its site, which may make it difficult for law firms to determine the cost.
• Law firms must have a good understanding of how to use the reporting tools to use InterAction's data.

11. OnePageCRM

OnePageCRM is a straightforward CRM system designed specifically for small businesses. It offers workflow automation, contact management, sales pipeline, CRM reporting, team collaborations, and email send and receive. 

OnePageCRM offers two pricing plans — a Professional plan is priced at $9.95 per month and a Business plan is available for $19.95 per month.

Pros: 

• User-friendly interface that prompts useful actions.
• Good balance of flexibility and speed for prospects.
• Affordable pricing suitable for smaller teams.

Cons:

• It may lack customization options for complex needs.
• Restricted integration options.

12. Copper

Copper CRM is a platform that seamlessly integrates with Google Workspace, providing law firms with a unified CRM and productivity solution.

Pricing begins at $25 per month for the Basic plan and scales up to $119 for the Business plan based on contact limit and features.

Pros:

• Excellent Google apps and productivity tools integration.
• User-friendly design optimized for core functions.
• Competitively priced for basic capabilities.

Cons:

• Limited functionalities for specialized needs.
• Specialized support and customizations come at a premium.
• Some users report billing and payment issues.

13. SugarCRM

SugarCRM is a comprehensive CRM platform that combines sales, marketing, and service activities for law firms. It offers features such as Marketing Automation, Sales Automation, Customer Service, and Enhanced Forecasting. SugarCRM automates various tasks and processes, allowing law firms to streamline operations and improve efficiency.

SugarCRM starts at $40 per month for the Sell plan and goes up to $1,000 monthly for the Market plan. 

Pros:

• Centralizes key functions in a single portal.
• Automates repetitive workflows and tasks.
• Wide range of built-in tools and analytics.

Cons:

• Expensive for elaborate customizations.
• Not exclusively tailored for the legal industry.

14. Insightly

Insightly is a powerful CRM platform that focuses on building lasting customer relationships. It offers a range of features, including marketing automation, customer service management, and integration tools. Insightly provides functionalities that can benefit law firms in managing their client base and enhancing collaboration.

The pricing starts at $99 per user per month for the Plus plan and goes up to $999 per user per month for the Enterprise plan. The pricing is based on a package with 2000 prospects, and additional costs may apply based on the desired number of prospects.

Pros: 

• Robust integration capabilities. 
• Powerful marketing automation capabilities.
• Easy to use and customize.

Cons: 

• Have to pay more if you want more prospects. 
• Limited legal-specific features compared.

15. Keap

Formerly known as Infusionsoft, Keap is a CRM platform that offers a range of features, including marketing automation, lead management and capture, email and text marketing, sales automation, reporting, and more. Keap aims to help law firms automate their marketing and sales processes, improve customer interactions, and drive business growth.

Keap CRM offers two known pricing plans, Pro and Max. The Pro plan is priced at $159 monthly, while the Max plan is available for $229 monthly. For pricing details on the Max Classic plan, you have to contact Keap's team directly.

Pros: 

• Offers a range of features that help law firms streamline their operations and improve customer relationships.
• Integrates with many other apps and tools to enhance functionality.

Cons:

• Limited legal-specific features.
• Higher pricing for larger prospects.

16. Vtiger CRM

Vtiger CRM provides an all-in-one platform for marketing, sales, support, and analytics. It offers sales funnel monitoring, relationship tracking, communication tools, helpdesk solutions, and marketing automation.

The price starts at $12 per user per month for the One Growth plan and goes up to $42 monthly for the One Enterprise plan. However, it's important to note that these prices are based on a per-user basis. If you require additional users, the price will be multiplied by the number of users, which can significantly impact the overall cost.

Pros:

• Wide variety of integrated sales and support functionality.
• Marketing automation for targeted campaigns and lead nurturing.

Cons:

• The user-based model increases costs for larger teams.
• Complex pricing can confuse calculations.
• Not exclusively tailored for legal practices.

17. OnSite CRM

OnSite CRM is a lead management platform that aims to streamline sales processes, provide operational clarity, and enhance performance using artificial intelligence. It incorporates features such as contact administration, automated outreach, document e-signing, and reporting capabilities.

The pricing for OnSite CRM is not publicly available, so you need to contact the OnSite CRM team for a quote.

Pros:

• Automated lead management for an efficient sales process.
• AI tools for greater insights and success.
• Customizable solutions to meet the specific needs of law firms.

Cons:

• No public pricing information. 
• There is very little information about the CRM. 

18. Captorra

Captorra is a legal-specific CRM that helps law firms manage and optimize every interaction, from a lead's initial contact to the successful resolution of their matter. It offers client acquisition, contact management, matter management, referral management, business analytics, and ROI management features.

You need to contact the Captorra team directly to obtain pricing information for their services.

Pros:

• Legal-specific features for managing client intake and matter management.
• Streamlines the client acquisition process.
• Provides business analytics and ROI management for better decision-making.

Cons:

• No public pricing information.
• Difficulty contacting the support team.

19. Intapp

While not legal-specific, Intapp provides cloud-based solutions to streamline operations for professional services organizations. It offers billing, conflict, deal and relationship, document, employee compliance, and client intake solutions.

As with Captorra, Intapp requires contact with support teams to discuss available plans and costs.

Pros:

• Cloud-based solution for easy accessibility and collaboration.
• Offers a wide range of features for law firms even though it is not legal-specific.

Cons:

• The price information is not available on the website.
• May require additional setup and customization for law firms.

20. AbacusNext

AbacusNext is a cloud-based CRM software that caters specifically to the needs of law firms. It provides comprehensive features for lead management, allowing law firms to efficiently handle cases, accounts, legal calendaring, scheduling, billing, and more. With its legal-specific focus, AbacusNext provides functionalities tailored to the unique requirements of legal professionals.

CARET Legal, AbacusLaw, and Amicus Attorney. The pricing for the CARET Legal plan starts at $79 per user per month. For the pricing details of the other two plans, you have to contact a representative from AbacusNext.

Pros:

• Legal-specific features for managing cases and calendaring.
• Cloud-based solution for easy accessibility.

Cons:

• Need to contact support for the price of the other two plans.
• Reporting may not be good enough for most law firms.

21. CASEpeer

CASEpeer is a legal case management software designed exclusively for personal injury law firms. It streamlines business operations and increases productivity by providing features for case management, practice management, client experience, and reporting.

The software's starting price is $69 per user per month for the Basic plan, and it goes up to $129 per user per month for the Advanced plan.

Pros:

• Comprehensive legal practice and client tools.
• Manages all key information and details of cases and contacts.

Cons:

• Limited to a certain practice area — personal injury. 
• Can get expensive if a law firm has so many users. 

22. CosmoLex

CosmoLex CRM is a law firm CRM software designed to help law firms streamline client intake, track prospective clients, and keep current clients engaged and returning for legal services. It is priced at $89 per user/month.

Pros:

• Legal-specific features for client management.
• Streamlines client intake and engagement.
• Affordable pricing

Cons:

• Limited integration options.
• Inefficient and time-consuming data entry.

23. LawGro

LawGro provides AI-powered time tracking and administrative solutions tailored to legal professionals. It helps automate billing tasks while enhancing internal collaborations. 

The starter plan begins at $29 per month. For more information on pricing for its enterprise-level offerings, firms can consult directly with LawGro representatives.

Pros:

• AI-based timekeeping for accurate billing.
• Comprehensive training and support included.
• Affordable pricing for solo practitioners and small law firms.

Cons:

• Complex document generation process.
• Steep learning curve. 

24. LeanLaw

LeanLaw is a legal-specific CRM designed to help law firms thrive by providing trust accounting, advanced reporting, matter management, reports and compensation tracking, time tracking, and billing solutions.

It offers two plans — LeanLaw Core and LeanLaw Pro. The LeanLaw Core plan is priced at $40 per user per month, while the LeanLaw Pro plan is $55 monthly.

Pros:

• Intuitive and straightforward interface.
• Well-suited for solos or small firms.

Cons:

• Has limited interoperability with other apps.
• Reporting and analytics capabilities are not sophisticated.

25. Litify

Litify is a comprehensive CRM built on the Salesforce platform, offering law firms everything they need to operate efficiently and provide excellent client service. The platform includes features such as intake management, document management, document generation, email, timekeeping, billing, and referrals.

The price of the software's plan is not available on the website, so you need to contact sales personnel for pricing information.

Pros:

• Leverages Salesforce's robust infrastructure in terms of scalability, security, and integration capabilities.
• Highly customizable to specific workflows.

Cons:

• Lack of pricing transparency.
• Potential migration complexity.

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Watch Our Webinar

Podcast Series: Optimizing Legal Processes with Melanie Leonard, Founder of streamlined.legal

In this engaging podcast, Sasha Berson sits down with Melanie Leonard to explore the transformative power of implementing legal management software. Melanie shares her firsthand experiences and insights, highlighting how law firms can optimize their processes and revolutionize their practices. From discussing the challenges of complete implementation to uncovering the hidden potential of this software, this podcast delves into the strategies and benefits of leveraging technology to achieve greater efficiency, productivity, and success in the legal industry.

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Melanie Leonard

CEO of streamlined.legal

Melanie Leonard is a renowned attorney, entrepreneur, and expert in legal practice management software. After graduating from Chicago-Kent College of Law in 2002, she practiced at mid-sized firms before founding her successful real estate law practice in 2006.

As an early adopter of Clio, Melanie became one of the first Clio Certified Consultants, helping firms optimize their use of practice management software. In 2018, she sold her law practice to focus on her passion and established streamlined.legal. Within two years, it became a highly sought-after consulting firm, earning Clio's Partner Led Excellence Award in 2019 and 2020.

Crucial Features of Legal CRM Software

A CRM system can be incredibly valuable for any law firm by helping foster stronger client relationships and smoother operations. When selecting software, it's important to consider an option that supports your specific needs and is user-friendly for both attorneys and staff.

Make sure you choose a CRM that offers:

— Cloud-Based Access

The CRM should be easy to navigate and understand, ensuring attorneys and staff can quickly adapt to using it. Cloud-based access allows for seamless usage from anywhere, enabling professionals to access client information and manage tasks remotely.

— Quick Onboarding

A top-tier CRM will offer comprehensive onboarding support to help law firms get up and running quickly. A good onboarding process ensures a smooth transition and helps your business from start to finish, maximizing the software's benefits.

— Seamless Integration

Integration with other tools and legal workflow software is vital. The CRM should seamlessly connect with existing systems, such as email clients, document management software, and calendaring tools. This integration streamlines workflows and eliminates the need for manual data entry or switching between multiple platforms.

— Automation

A valuable feature of CRM software is automation. It enables you to automate repetitive tasks, such as appointment reminders, deadline tracking, and document generation. Automation helps you stay organized, reduces human error, and improves overall efficiency.

— Service Support

Reliable customer support is essential for resolving any issues and answering questions promptly. Having access to knowledgeable support staff is crucial for resolving any issues that may arise. Look for providers with excellent customer feedback and a reputation for delivering exceptional support.

— Budget-Friendly Options

You need to select a CRM that fits within the law firm's budget without compromising essential features. Evaluating the software's cost-effectiveness and assessing the value it provides is crucial for long-term success.

Grow Law Firm Can Help You Implement Effective CRM Tools

Running a law firm without a CRM is like cooking dinner without ingredients - you lack the essentials to succeed. Law firm CRMs empower you to track potential clients, centralize communication, and provide excellent service. Yet selecting the right software in the CRM market involves weighing endless options catering to different industries, specializations, and budgets.

Grow Law Firm prides itself on providing comprehensive lawyer SEO services to help practices transform innovative ideas into reality. As a full-service digital marketing agency, our consultants can guide you through selecting and setting up the right legal CRM solution seamlessly. Contact Grow Law Firm today to discuss how effective CRM deployment drives meaningful results for your clients and case management.