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.
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)
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.
Law Ruler automates industry-specific marketing initiatives with email, text, and voice calling campaigns.
Price Range: $179 per month + $399 setup fee
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.
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.
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)
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.
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
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.
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)
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.
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.
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