6 Best CRM Software for Law Firms in 2022

Learn about the best CRM for law firms, plus the primary use case of each top law firm CRM option, in our independent editorial review.

The best CRMs for law firms provide lawyers with general CRM functions such as contact management and lead generation plus law-specific features that enable firms to keep track of critical information, perform client intake, and manage their legal workflow. The top law firm CRMs also offer case management in common legal practice areas. To help you choose the right one for your practice, we’ve evaluated the best law firm CRM software to determine the top six.

Here are the six best CRMs for law firms:

  • Clio: Best overall mix of industry features, pricing, and ease-of-use (7-day free trial)
  • Law Ruler: Best for industry-specific marketing automation features ($179 starting price)
  • Freshsales: Best overall general CRM for lawyers and law firms (free starting price)
  • HubSpot CRM: Best free CRM software with premium upgrades (free starting price)
  • Lawmatics: Best for custom document creation and management ($169 starting price)
  • Pipedrive: Highly visual CRM software with add-on upgrade options (14-day free trial)

The above six options scored the best in our evaluation of the top CRMs for law firms. However, sometimes industry-specific options lack robust general features you'd expect out of a CRM. If a more general option sounds right to you, check out our article on the best overall CRM software.

How We Evaluated the Best CRMs for Law Firms

Law firms looking for CRM software need a tool that can nurture leads, manage clients, as well as maintain legal compliance. When conducting our editorially-independent review, we identified six weighted evaluation criteria important to law firms and lawyers. From there, we used key subcriteria to assign every potential law firm CRM a score out of five, including primary use case for each. The six highest-scoring CRMs made our list. Check out our specific evaluation criteria below:

Evaluation Criteria

First, we looked at both general and industry features offered to make sure it's useful for a firm or lawyer. We also took cost and ease of use into account. Finally, we looked at customizations and integrations as well as the availability of customer service.

Cost:
25%
Core Features:
25%
Ease-of-Use:
20%
Integrations:
15%
Customization:
10%
Customer Support:
5%

Note: All per-user prices are with a one-year commitment unless noted

All CRM options we evaluated proved to be helpful for law firms. However, Clio Grow emerged as the best CRM for law firms with the best mix of industry features, pricing, and usability. Below, read how each option scored across all our categories as well as what they do best.

Clio: Best Overall CRM for Law Firms

Clio is a popular, cloud-based legal case management software with a CRM add-on for general and niche law firms.

Price Range: $39 to $129+ per user, per month (7-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Cost star-full star-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Ease-of-Use star-fullstar-fullstar-fullstar-fullstar-full Integrations star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-full

Pros:

  • Immediate use with little setup
  • Easy client onboarding
  • Intuitive and easy interface

Cons:

  • Lacks key automation features
  • CRM is an add-on
  • Reporting capabilities can be lacking

Clio is a leading law practice management software offering case and document management, client intake, and a CRM available as an add-on in lower tiers and included in its highest tier. It’s highly versatile, providing general niche tools for many legal specialties, from estate planning and injury cases to intellectual property and bankruptcy law. It also offers an intuitive user interface and is well-priced even with its add-on CRM.

Even though Clio is rated our top CRM for law firms, it only offers its CRM as an add-on in lower tiers. If you're looking for an industry-specific option with a native CRM, try Law Ruler.

Clio Pricing

  • EasyStart: $39 per user, per month (Clio Grow unavailable)
  • Essentials: $69 per user, per month (plus $49 Clio Grow add-on)
  • Advanced: $99 per user, per month (plus $49 Clio Grow add-on)
  • Complete: $129 per user, per month (includes Clio Grow add-on)
  • Free Trial: 7-day free trial

Clio Key Features

  • Broad Range of Specialty Areas: This CRM covers most niche-specific legal areas.
  • Client Intake Tools: Use contact management with online intake forms to onboard clients.
  • Documents & E-signatures: Send documents and agreements to clients for quick signing.
  • Time Tracker: Automate repetitive tasks and record time and expenses with ease.
  • Track Performance: Dashboard tracks performance metrics like billable hour targets.

Clio Grow CRM for Law Firms

Visit Clio

Law Ruler: Best for Marketing Automation

Law Ruler automates industry-specific marketing initiatives with email, text, and voice calling campaigns.

Price Range: $179 per month + $399 setup fee

Overall Rating star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease-of-Use star-fullstar-fullstar-fullstar-fullstar-full Integrations star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-full

Pros:

  • Robust customer support
  • Excellent automation
  • Optimized client intake

Cons:

  • UI could be improved
  • Setup fee required
  • Additional seats cost extra

Law Ruler is a law firm CRM that includes customer and legal case management, marketing automation, and client intake software to quickly onboard new clients. It offers an online intake form builder that helps firms brand and customize fields to collect the info they need, send text and email reminders to clients regarding incomplete forms, and auto-populate the data into the CRM. It even offers voice calling marketing automations and more.

While Law Ruler offers a native industry CRM, it can be pricey for some and may be missing some general sales features. If you need a well-priced and robust CRM, check out Freshsales.

Law Ruler Pricing

  • Legal CRM Pro: $179 per month for up to three users
  • Legal CRM Enterprise: Contact for quote
  • Setup Fee: $399 one-time cost
  • Additional users can be purchased for a monthly fee

Law Ruler Key Features

  • Client Intake: Automate client intake with decision tree logic and personalization.
  • Document Management: Create forms and documents for easy signing.
  • Built-In Dialer: Equipped with a click-to-call phone dialer to contact leads instantly.
  • Interactive Dashboards: Use its immersive dashboard analytics to evaluate key metrics.
  • Marketing Automation: Automate your email, text, and phone marketing.

Law Ruler dashboard example

Visit Law Ruler

Freshsales: Best General Option for Law Firms

Freshsales offers a top-rated CRM with robust sales and service features for an attractive price.

Price Range:

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Ease-of-Use star-fullstar-fullstar-fullstar-fullstar-full Integrations star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-full star-fullstar-full

Pros:

  • Free dialer & live chat
  • Intuitive pipeline view
  • Advanced AI automations

Cons:

  • Free tier is limited
  • Not industry-specific
  • Missing some marketing features

Freshsales is our top-rated general CRM offering the best overall mix of general sales features, pricing, and ease-of-use. Its free tier includes robust contact management including a built-in phone dialer and live chat, and its premium paid tiers offer advanced features such as AI-powered sales forecasting and lead insights. You can even customize it to manage caseload as well as optimize web forms for automated client intake.

Freshsales is a great general option, however, it isn't industry-specific. For a top rated industry CRM, check out Clio instead.

Freshsales Pricing

  • Free Version: Support for unlimited users
  • Growth: $15 per user, per month
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free Trial: 21 days
  • Integration with Freshwork's free marketing and service platform tiers

Freshsales Key Features

  • Free Dialer & Live Chat: Communicate with leads and clients via phone or chat.
  • AI-Automations: Automatically forecast sales and engage leads with artificial intelligence.
  • Lead Scoring: Automatically score leads so you prioritize the top prospects.
  • Online Web Forms: Improve client intake with custom web forms.
  • Visual Pipeline Management: Provides complete visibility of opportunities and goals.

freshsales dashboard example

Visit Freshsales

HubSpot CRM: Best Free CRM With Upgrades

HubSpot CRM is a free general-purpose CRM offering core sales, marketing, and service features and the ability to upgrade.

Price Range: Free to $1,200 per month (Sales Hub)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Ease-of-Use star-fullstar-fullstar-fullstar-fullstar-full Integrations star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Robust free tier
  • Visual dashboard & sales funnel
  • Sales & marketing features

Cons:

  • Not specific to law firms
  • Upgrades can be pricey
  • Customizations could improve

HubSpot CRM is a widely used CRM across various industries rated our top overall free CRM. Its sales features offer a visual sales pipeline for contact and deal management along with core sales reporting features. It also integrates seamlessly with the free tiers of HubSpot's marketing and service platforms, adding features like email marketing, online web forms, and case management. Upgrade into its paid tiers for advanced sales features.

HubSpot offers a great free option, but its paid tiers can be pricey. If you need a robust general CRM with more affordable premium tiers, check out Freshsales instead.

HubSpot CRM Pricing

  • Free Version: Supports unlimited users and up to 1 million contacts
  • Sales Hub Starter: $45 per month for up to two users
  • Sales Hub Professional: $450 per month for up to five users
  • Sales Hub Enterprise: $1,200 per month for up to 10 paid users
  • Additional users can be purchased for an extra monthly fee
  • Integrates with HubSpots free marketing and service platforms

HubSpot CRM Key Features

  • Robust Free Plan: HubSpot's free plan integrates with free Marketing and Service Hubs.
  • Intuitive Interface: Leverage an intuitive interface for management and reporting.
  • Live Chat: Communicate with customers and prospects via free live chat widget.
  • Online Web Forms: Collect customer information via free web forms.
  • Conversation Routing: Route conversations to the right reps or agents.

Hubspot free crm dashboard

Visit Hubspot CRM

Lawmatics: Best for Document Management

Lawmatics is a legal CRM that provides an all-in-one solution for custom document creation and management.

Price Range: $169 to $212 per month + $399 setup fee

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Ease-of-Use star-fullstar-fullstar-fullstar-fullstar-full Integrations star-fullstar-fullstar-fullstar-full Customization star-fullstar-full star-fullstar-full Customer Support star-fullstar-fullstar-full star-full

Pros:

  • Custom document creation
  • Custom client intake forms
  • Built-in suite for esignatures

Cons:

  • UI requires a learning curve
  • Automation can be hard to use
  • Customization can be improved

Lawmatics is a modern-day CRM and legal intake platform offering marketing automation and document management features. Create custom intake forms that captures key client data as well as create custom legal documents for e-signature. Also included are niche-specialty features for practice areas like estate planning, family law, personal injury, criminal defense, immigration law, bankruptcy law, and more.

While Lawmatics offers robust document management for law firms, it can be pricey for some. If you're looking for a lower cost law firm CRM option, try Clio instead.

Lawmatics Pricing

  • Lite: $169 per month for up to three users (plus $42 per month for each additional user)
  • Pro: $212 per month for up to three users (plus $50 per month for each additional user)
  • Setup Fee: $399 one-time cost

Lawmatics Key Features

  • Document Management: Create custom forms and documents for e-signature.
  • Marketing Automation: Segment contacts and send emails to specific demographics.
  • Proactive Triggers: Automatically send invoices once an agreement has been signed.
  • Visual Pipeline: Manage and nurture leads with a kanban-style pipeline tool.
  • Integrations: Integrate Lawmatics with other law firm systems and platforms seamlessly.

lawmatics dashboard

Visit Lawmatics

Pipedrive: Best for Add-On Upgrades

Pipedrive offers an intutive pipeline with add-on upgrades that let you pay for the features you want.

Price Range: $14.90 to $99 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Ease-of-Use star-fullstar-fullstar-fullstar-fullstar-full Integrations star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-full

Pros:

  • Top-notch 24/7 support
  • Easy to use
  • Provides multiple pipelines

Cons:

  • Lacks a forever-free plan
  • Somewhat limited feature set
  • Difficult to separate leads and contacts

Pipedrive is an easy-to-use CRM that offers law firms an efficient tool to track their sales process; its dashboard provides critical information on leads and revenue in a visual format. Also offered are a la carte upgrades that let you add on features like sales prospecting tools, document management, email marketing, website visitor tracking, and more. This allows you to customize your feature-set so you only pay for what you need.

Pipedrive is great if you need their a la carte features, but it may be missing some out of the box functionality. For a more robust general CRM with native features, try Freshsales.

Pipedrive Pricing

  • Essential: $14.90 per user, per month
  • Advanced: $24.90 per user, per month
  • Professional: $49.90 per user, per month
  • Enterprise: $99 per user, per month
  • Free Trial: 14 days

Pipedrive Key Features

  • Visual Pipeline Management: Manage you process through a graphic pipeline presentation.
  • Contact Management: Easily manage contact data and conversations.
  • Deal Rotting Feature: Helps users identify missed meetings and opportunities.
  • Add-On Upgrades: Pay for additional marketing, prospecting, and document features.
  • Robust Integrations: Customize your CRM with third-party integration options

Dashboard in Pipedrive

Visit Pipedrive

Top 4 Law Firm CRM Features

All law firm CRMs should come with the core sales CRM features you'd expect. However, the best CRM for law firms should also include these industry-specific features or capabilities:

Client Intake

Case Management

Document Management

Time Tracking & Billing

Simplify the onboarding new clients using custom online forms and workflow automations. This helps you aggregate relevant client data, sign relevant documents, and save time by forgoing manual work. From there, easily manage client cases using the onboarding information you collected. Some platforms even offer automated consultations.

Manage individual cases as well as overall caseload with a robust case management system. The top law firm CRMs offer case files with custom fields, allowing you to track key information across matters as well as get a centralized overview of all your cases along with real-time updates.

Create custom legal documents as well as send for e-signature. The best CRM for law firms will even automate the creation and sending of PDFs or Word-based templates that improve overall workflow.

Track billable hours across each of your cases and lawyers, as well as make it easy to invoice clients and have them pay online. Some even offer automated meeting scheduling as well as shared calendars anyone within your firm can access.

Bottom Line: Best CRM for Law Firms

CRMs are commonly known for their use in sales teams but are also helpful for law practices that want to find new leads and manage their existing clients. The primary function of law firm CRMs is to allow lawyers to do more billable work by automating workflows and streamlining client intake so they can establish new relationships and manage their caseloads, deadlines, and clients. All industry-specific CRMs on this list are great options, so choose the one that resonates with you.

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