Read our in-depth Zoho CRM review to learn if this popular sales and marketing CRM is right for your business.
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:
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.
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:
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.
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:
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.
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.