For legal practices, a crucial piece of legal software is law firm client relationship management (CRM) tools. More than just a way to organize invoicing and other tasks usually performed by law practice management software, CRM software for legal services focuses on automating key client intake and relationship management tasks. This results in easier access to important information for each client, all organized and at hand when you need it. These are ten of the best law firm CRM tools to help you better manage your clients.
1. Clio
No list of legal CRM tools is complete without mentioning Clio. It’s no surprise that Clio hits the number one spot for the best law firm CRM. It syncs with the Google Suite of products, is intuitive to use, made for law firms, and comes with 24/7 customer support.
Security
Clio uses background checks for their employees to ensure your data is safe, as well as two-factor authentication and dedicated security professionals to monitor their product security.
Scalability
This product is only limited by your imagination. Infinitely scalable and easy to expand as you grow.
Price
Start with a free trial, then pay as little as $39/month per user.
Best for
Many believe this is the best law firm CRM for any practice of any size. The tools are simple, and the free trial makes it easy for firms on a budget to test drive this solution before they commit.
2. CASEPeer
CASEPeer is a comprehensive legal CRM. Many users report a slight learning curve with this law firm CRM, but customer service is available to help iron out any wrinkles you encounter.
Security
Protection of customer data is priority number one with CASEPeer. They store your information on the cloud through Amazon Web Services. Regular backups keep your information secure, as do a number of redundancies that protect against server downtime.
Scalability
While this legal CRM system could technically handle larger firms, it works best for small to mid-size practices. If you have ten or more users, though, you get a dedicated customer support specialist.
Price
No free trials here, but pricing is among the most affordable. $55 gets service for three attorneys, four to nine users cost $70 a month, and ten or more will set you back $85 a month.
Best for
This solution is tailor-made for plaintiffs’ attorneys and small to mid-sized law firms.
3. Law Ruler
This law firm CRM has the dubious distinction of being formed to handle hundreds of thousands of claims related to the 2012 BP oil spill. Their ability to coordinate between multiple law practices is just one of the things that makes them one of the best law firm CRM tools.
Further, their dedicated customer support helps you get up and running, so you can focus on serving clients. Some have trouble with the fact that it only syncs to Outlook, so if you are a dedicated Gmail user, this may not be for you.
Security
Security features are “A-rated,” bank-level security that keeps confidential client information safe.
Scalability
Proven ability to handle many complex cases at once, Law Ruler can handle caseloads of even the biggest firms.
Price
Start with a free demo, then call for pricing.
Best for
Law firms of any size that prefer Microsoft Office 365 integration.
4. Salesmate
Part law firm CRM, part marketing tool, Salesmate can help you manage current clients while seeking out relationships with new ones.
Salesmate has so many features as to be a little intimidating, but each is intuitive and easy to learn. This tool features automated forms, personalized templates, and email syncing with multiple services.
Security
Industry-standard security and data protection.
Scalability
Definitely able to support smaller firms as they grow. Salesmate gradually increases access to more features as you add users.
Price
Prices start at $12 a month (billed annually) and can be customized for larger firms at the “Enterprise” level. The largest firms get personalized training and a dedicated account manager, too.
Best for
Law practices that are looking for marketing tools in addition to a legal CRM.
5. Interaction
By some estimates, up to a third of all law firms that use a legal CRM solution use Interaction.
This law firm CRM was designed specifically for use by lawyers. It knows what practices need and delivers it. Integrates current clients with data from potential leads.
Security
Extra security from LexisNexis, the company that owns this CRM software and administers all of its data.
Scalability
Again, handles larger firms with ease, so it’s a good option if you are looking to boost the number of clients and attorneys in your practice.
Price
Contact Integration for pricing.
Best for
Best for mid-sized firms or larger. There are some technical aspects that can be challenging to use, and an internal IT specialist is helpful for training and implementation.
6. Copper
Their tagline says it all: “The CRM that works for you so you can spend time on lasting relationships instead of data entry.”
It’s easy to use from the ground up, with integration with Google, Slack, Dropbox, and others. This solution also tracks leads and focuses on communication that occurs with them.
Security
Offers tight, industry-standard security across all of its integrations.
Scalability
Since their focus is on relationships, this offers some opportunities for growth. Note that there are not tons of extra features that can support expansion, and you pay per user. This might limit the scalability somewhat.
Price
Another free trial (14 days), then $25 per user (up to three users) in the basic plan. The monthly fee grows as your firm does, but the price per user drops.
Best for
Copper does not come with a lot of bells and whistles and really focuses on building relationships. This is a great CRM software for legal services that emphasize a personal touch.
7. Sugar CRM
Looking to go your own way? This upstart CRM isn’t focused specifically on law firms but can help you manage and develop your clients in a more customized way.
This CRM system is not the easiest to use for tech-averse firms, though, as most of its tools are customizable. That said, if you have an IT wizard on your team, it offers a high-quality interface with good support online and mobile service without an app.
Security
Information is stored on the cloud through Amazon Web Services, with continual updates and backups.
Scalability
The sky is the limit with this CRM system.
Price
Sugar Sell comes with a free trial, and Sugar Market comes with a free demo. After that, this previously open-source software starts at $52 a month, per user.
Best for
This CRM is definitely reserved for adventurous, maverick start-ups who are looking for a customized solution for nurturing their client relationships.
8. LeanLaw
LeanLaw is the most spartan of these legal CRM choices, with functionality that focuses more on the administrative side of things.
However, LeanLaw’s stripped-down aesthetic integrates with QuickBooks and is a simple way to track and manage clients. Customer support is minimal. It begins with an online library of articles then offers you the option to contact a team member for additional help.
Security
Again, industry-standard support tools to protect client data.
Scalability
Since there really is no sales focus here, LeanLaw isn’t designed to travel with you as you expand (or to help you scale up).
Price
After a free trial, small firms and solo practices pay $30 a month per user.
Best for
Small to mid-sized practices that are looking for a stripped-down, affordable set of tools to manage client relationships.
9. OnePage CRM
This tool is useful for law practices looking to grow. It’s not specific to law firms but can help those with no sales experience market themselves to potential clients while still offering some basic functionality that you need in a law firm CRM.
The tool is also super easy to use, with prompts that move you through each page. Available in a fast and responsive mobile app, with excellent customer service no matter how you access this tool.
Security
Standard industry security that includes data monitoring and frequent updates and backups.
Scalability
Eventually, your firm will grow out of OnePage CRM, and that’s their goal. Their sales and conversion tools are robust, and they want to help you get so big that you have to move on.
Price
After your free trial, the pricing structure is simple and straightforward: $12 per user, per month, with a slight discount for annual billing.
Best for
Small legal practices who want to grow.
10. HubSpot CRM
Looking for something that connects and tracks all client interactions across email, social media, and phone? HubSpot CRM might be the tool for you. This legal CRM also allows you to automate your email campaigns for both marketing and client follow-up so you can “set it and forget it.”
Fully integrates with tons of apps and comes with features like a free chatbot, meeting scheduler, and form builders.
Security
Industry standard encryption and data protection.
Scalability
Unlimited. Backed by the power of HubSpot.
Price
The best price ever: absolutely free.
Best for
This law firm CRM is good for practices that are trying to grow with limited resources. Easy to use (no need for a dedicated, full-time IT person) and adaptable.
Streamline your law firm
The success of your practice depends on the relationships you build with your clients.
NIVAN can help streamline your marketing efforts and connect you with technology specialists to implement the best law firm CRM tools and legal apps into your practice.
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