Check out our independent editorial review of the best crm software for sales professionals, including use cases for each option.
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.
Here are the top six CRMs for law firms:
Law firms looking for CRM software need a tool that can nurture leads and clients as well as maintain legal compliance requirements, so we evaluated each CRM’s core features. We also took cost and ease of use into account, as practices often want an affordable, simple option. Integrations can automate tasks, while customization helps tailor services to meet clients’ needs, so we included both in our scoring. Customer service then rounded out our evaluation.
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, Law Ruler emerged as the best CRM for law firms, also scoring the highest in the Core Features category. Below, read how each option fared in each category and their primary use cases.
Law Ruler assists firms in comprehensive case management, from client intake to settlement.
Price Range: Call for quote
Law Ruler is a law firm CRM that includes customer management, legal case management, 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. Busy firms that frequently onboard new clients will benefit from using Law Ruler.
Clio Grow is a popular, cloud-based legal case management software for law firms of various specialties.
Price Range: $108 to $125+ per user, per month (7-day free trial)
Clio Grow is an add-on to Clio Manage and the most widely used law practice management CRM, as any law practice can use it. It’s highly versatile, providing niche and specialized tools for virtually all legal specialty areas, from estate planning and injury cases to intellectual property and bankruptcy law. Clio Grow is a great option for firms looking to market their services, convert leads, and onboard clients in the best way according to their niche.
Lawmatics is a legal CRM that provides an all-in-one solution for client management and email campaign automation.
Price Range: $99 to $129 per user, per month
Lawmatics is a modern-day CRM and legal intake platform packed with marketing automation features. It’s easy to build repeatable, automated email drip marketing campaigns to engage old and new prospects, since you can create audience segmentation to deliver personalized and group messages to specific leads and clients. This makes it best for firms that want a CRM that provides both end-to-end legal management and fully customizable campaigns.
HubSpot CRM is a widely used CRM across various industries. Its marketing tools help firms market their legal services via multiple channels to form connections with potential new clients and show their expertise. The free plan tracks social media, email, and phone interactions, and firms can upgrade to Sales Hub for features like esignatures and advanced automation, making it good for firms that want a free CRM with the ability to upgrade later.
Pipedrive has a visual, kanban-style pipeline that makes following potential clients through the sales process easier.
Price Range: $12.50 to $99 per user, per month (14-day free trial)
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. Firms can customize each level of the pipeline to match the way they bring on new clients, then lawyers can update the pipeline via desktop or mobile when meeting with clients offsite. It’s a solid option for law firms that want real-time visual information on their pipeline activity.
LexisNexis’ InterAction is a CRM designed to provide large law firms and professional service companies with client insights.
Price Range: Call for quote
InterAction is an enterprise CRM and relationship development platform owned by LexisNexis. It helps law firms manage relationships that drive business by incorporating insight into their sales activities. Through engagement scoring, it finds out who knows whom within a firm and among prospects, identifying key relationships that can lead to new opportunities. This makes InterAction right for law firms that want to leverage relationship intelligence for new business.
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 your firm.