The 7 Best Legal CRM Software Solutions

Successful law offices share one similarity — no matter how different their areas of focus might be. They manage relationships effectively. Doing that requires a deep understanding of how relationships evolve from prospect to lead to client. It also requires the right tools. Today, legal CRM software solutions free your team from manual tasks, automate much of the relationship management process, and act as a single source of information for understanding and growing those relationships. 

According to WebFX:

• CRM is the fastest-growing type of digital marketing software.
• 92% of businesses say their CRM plays an important role in hitting revenue goals.
• Effective organizations are 81% more likely to use a CRM solution consistently than ineffective organizations.
• 74% of businesses say their CRM provides improved access to customer data.

Of course, a glance at the legal CRM software landscape will show you a variety of choices. There are CRMs designed for solo attorneys and others geared for large firms. Some are barebones and others have all the bells and whistles. It can be challenging to make an informed decision for the uninitiated. 

We get it and have done much of the legwork for you. Below, you’ll find the seven best legal CRM software solutions available today.

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1. Lawmatics

Designed from the ground up for the needs of law offices, Lawmatics offers contact management, client intake, billing, personalized marketing automation, and other capabilities. Notably, it’s the only legal CRM software solution to provide a complete client intake program that integrates with an automated legal marketing tool.

Price: Quote only

• Free demo available
• Advanced intake automation
• Capable of personalization out of the box
• Email marketing
• Access to important analytics

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2. Clio

Clio is another legal CRM solution designed just for the legal industry. It offers a robust range of capabilities, including accounting, case management, document management, and more. You can automate your email marketing with this CRM, too. However, the client intake aspect may not be as robust as Lawmatics’. One workaround could be to hire a virtual receptionist who can provide lead screening and intake capabilities.

• Price: $39 per user per month
• Free trial
• Calendar and task management
• Online payment processing
• Email and e-signature integrations

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3. Zoho CRM

Zoho has been around for a long time. The software company offers a broad range of tools, including a CRM that’s well-adapted to the legal industry (although it wasn’t designed specifically for law offices). You get access to important analytics, as well as connect with prospects, leads, and clients by telephone, email, social media, and live chat. Note that Zoho’s mobile app does have some limitations.

• Price: $14 per user per month
• Free trial
• Integrates with other Zoho products
• Task, call, and event tracking
• Automated billing/invoicing

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4. Salesforce

It’s tough to think of a software better known than Salesforce. The company’s CRM is used by businesses large and small around the world. In addition to name recognition, you get access to important capabilities, like workflow creation, customer engagement tools, task management, and lots of integrations. Note that Salesforce is designed to be an all-in-one solution, so it may be more than what a small law firm would need.

• Price: By quote only
• Free trial
• Completely customizable
• Integrates with your existing tech stack
• Track metrics that matter to you across your entire practice

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5. Smokeball

Want to focus on high-value work while reducing administrative tasks? Smokeball promises that and more. This legal CRM software brings a lot to the table, including legal calendaring capabilities, trust accounting software, legal billing capabilities, email management, legal document automation, and many others. 

• Price: By quote only
• Free demo available
• Invoicing
• Time and expense tracking
• Client and matter management
• Practice area templates

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6. CASEPeer

CASEPeer is technically a practice management software rather than a legal CRM software solution. However, it offers many of the capabilities you’ll find with options like Smokeball and even Salesforce. Some of the highlights include intake capabilities, e-signatures, in-app text messaging, email capabilities, and custom client portals.

• Price: $79 per user per month
• Free demo available
• Task management
• Customizable client portal
• Client trust tracking
• Calendaring 

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7. Law Ruler

Our final entry is Law Ruler. It’s a standout option among other legal CRM software solutions for several important reasons. Flexible and customizable, this CRM offers automated text and email follow-ups, built-in softphone capabilities, text and video messaging, automated text and drip email campaigns, intelligent forms, and one-click e-signatures to name just a few.

Price: Quote only

• Free demo available
• Custom intake forms
• One-click outbound referral management
• Document automation
• Built-in softphone

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Beyond legal CRM solutions

With the legal CRM solutions we’ve listed, you’ll have access to critical capabilities that let you nurture leads, convert prospects, and build strong relationships with clients. Today’s software offers immense capabilities, including automation that saves your team time while reducing errors. However, you can’t pin all your hopes of success on software. You also need the human element.

At Smith.ai, our virtual receptionists are the perfect counterpart to any of the legal CRM software solutions we’ve discussed. Our 24/7 availability ensures that you never miss a call again and that every caller benefits from human interaction. We can also add call intelligence and metadata directly into your CRM so that information is available to anyone who needs it. We help build stronger relationships with appointment booking, lead screening, and warm phone transfers. 

To learn more, schedule a consultation or reach out to hello@smith.ai.