September 30, 2023
Darren Stewart

THe Best CRM Systems for Law FIrms

A CRM system is a must for an aspiring law firm. We cover the benefits of implementing a CRM and some example platforms out there.

What is a CRM?

A Customer Relationship Management (CRM) system is a software tool or platform used by businesses and organizations to manage their interactions and relationships with customers and potential clients. The primary purpose of a CRM is to streamline and optimize various aspects of customer engagement and communication throughout the entire customer lifecycle.

Here are 12 benefits of a CRM for a law firm

A Customer Relationship Management (CRM) system can offer several significant benefits to a law firm, helping it improve client relationships, streamline operations, and ultimately grow the business. Here are the key advantages of using a CRM for a law firm:

1. Client Information Centralization

A CRM serves as a centralized database for storing detailed client information, including contact details, case history, communication records, and important dates. This ensures that all team members have access to up-to-date client data, which is crucial for providing personalized and efficient service.

2. Enhanced Communication

CRMs facilitate seamless communication within the firm. Lawyers and support staff can track emails, phone calls, and other interactions with clients. This helps in maintaining clear, consistent, and documented communication, reducing the risk of misunderstandings and disputes.

3. Improved Client Service

With access to a client's complete history and preferences, lawyers can provide more tailored advice and legal solutions. This leads to higher client satisfaction and loyalty.

4. Lead and Case Management

CRMs can help law firms manage leads and cases effectively. Lawyers can track the progress of cases, set reminders for important deadlines, and assign tasks to team members, ensuring that nothing falls through the cracks.

5. Marketing and Lead Generation

A CRM can assist in managing marketing campaigns and tracking the success of different strategies. It can also capture leads from various sources, such as website forms or social media, and automate lead nurturing through email campaigns.

6. Document Management

Some CRMs offer document management capabilities, allowing law firms to organize and access legal documents, contracts, and case files efficiently. This reduces paperwork and helps maintain a secure digital repository.

7. Reporting and Analytics

CRMs provide insights into the firm's performance, such as client acquisition costs, conversion rates, and case success rates. This data helps in making informed decisions and adjusting marketing and service strategies.

8. Time and Billing Tracking

Some CRMs integrate with time-tracking and billing software, simplifying the invoicing process. Lawyers can log billable hours and expenses, ensuring accurate and timely billing for clients.

9. Security and Compliance

CRMs often include security features and compliance tools to protect sensitive client data and ensure adherence to legal and privacy regulations, such as GDPR or HIPAA, depending on the firm's practice areas.

10. Workflow Automation

Automation capabilities in CRMs can streamline routine tasks, such as sending appointment reminders or follow-up emails, allowing lawyers to focus on more complex legal work.

11. Mobile Accessibility

Many CRMs offer mobile apps, enabling lawyers to access client information and manage tasks while on the move, increasing productivity and responsiveness.

12. Client Retention

By providing excellent client service and maintaining organized client records, a CRM can contribute to higher client retention rates and referrals, which are essential for a law firm's long-term success.

A CRM system can significantly benefit a law firm by improving client relationships, optimizing internal processes, enhancing marketing efforts, and ensuring compliance with legal and data protection regulations. It's a valuable tool for law firms looking to provide top-notch legal services and grow their client base.

Example legal CRM systems

Here are some examples of CRM systems that are already used by law firms around the world:

DealCloud by IntApp

DealCloud is a cloud-based software platform designed for professionals in the financial services industry, particularly those involved in deal sourcing, relationship management, and deal execution. It provides tools and features to streamline various aspects of financial deal-making and client relationship management.

DealCloud Software Reviews, Demo & Pricing - 2023

DealCloud was founded by Ben Harrison and Rob Cummings. They co-founded the company in 2010 with the goal of addressing the specific needs of financial services professionals by creating a specialized platform for managing deals and relationships.

Regarding the pricing of DealCloud, it offers various pricing plans and options that can vary depending on factors such as the size of the organization, the number of users, and specific features required. DealCloud typically provides customized quotes based on the needs of each client. Pricing details may be obtained by contacting the company directly or through their website.

Interaction By LexisNexis

LexisNexis Interaction is a software platform tailored for professionals in the legal industry, designed to enhance client relationship management, business development, and marketing efforts. It offers a comprehensive suite of tools and features to help law firms and legal professionals manage client relationships, track interactions, and improve business development efforts.

Laptop Image with Lexis+ screen

LexisNexis Interaction typically provides customized quotes to law firms and legal organizations based on factors such as the size of the firm, the number of users, and the specific features and services required. Pricing can vary, and for accurate and up-to-date pricing information, it is advisable to contact LexisNexis directly or visit their official website for detailed pricing options and quotes.


HubSpot is a well-known software platform that offers a suite of tools and features for inbound marketing, sales, customer relationship management (CRM), and customer service. It is widely used by businesses of all sizes to streamline their marketing, sales, and customer service processes.

HubSpot was founded by Brian Halligan and Dharmesh Shah in 2006. Brian Halligan serves as the CEO of the company, and Dharmesh Shah is the CTO. They co-founded HubSpot with the mission of helping businesses attract, engage, and delight customers through inbound marketing practices.

Manage Your Sales Cycle with Free Pipeline Software | HubSpot

The pricing for HubSpot can vary based on the specific services and features a business requires. HubSpot offers a range of pricing tiers for its various products, including Marketing Hub, Sales Hub, Service Hub, and CRM. Pricing is typically based on factors such as the number of users, the size of the contact database, and the level of functionality needed. HubSpot provides detailed pricing information on its website, allowing businesses to choose the plan that best fits their needs and budget.

Clio CRM

Clio is a software platform designed specifically for law firms and legal professionals. It offers a range of tools and features to help manage various aspects of legal practice, including client relationship management (CRM), case management, billing, and document management.

Clio Manage Review, Pricing & Features | SoftwarePundit

Clio was founded by Jack Newton and Rian Gauvreau in 2007. Jack Newton serves as the CEO of the company. They established Clio with the goal of providing law firms with an all-in-one platform to improve their efficiency, streamline operations, and enhance client service.

The pricing for Clio can vary depending on the specific plan and features a law firm or legal professional chooses. Clio offers different pricing tiers, including the Clio Suite, Clio Manage, and Clio Grow, each tailored to different needs within the legal industry. Pricing is typically based on factors such as the number of users, the level of functionality required, and the size of the firm.

For detailed and up-to-date pricing information for Clio's various plans and services, it is recommended to visit the official Clio website or contact their sales team directly. This allows law firms and legal professionals to choose the plan that aligns with their practice's requirements and budget.

Capsule CRM

Capsule CRM is a software platform designed to assist businesses with customer relationship management (CRM) and contact management. It provides tools and features to help businesses organize and track their interactions with clients, manage contacts, and streamline communication.

A new look Capsule | Capsule CRM

Capsule CRM was co-founded by Duncan Stockdill and Gail Noble in 2009. Duncan Stockdill serves as the CEO of the company. They established Capsule CRM with the aim of creating a user-friendly CRM solution that caters to the needs of small and medium-sized businesses (SMBs).

The pricing for Capsule CRM offers different plans and tiers to suit the needs and budgets of various businesses. Pricing typically depends on factors such as the number of users, storage requirements, and access to advanced features. Capsule CRM provides detailed pricing information on its official website, allowing businesses to choose the plan that best fits their specific requirements.

Our latest articles

Perplexity AI: The Future of Search and Knowledge Exploration

Introducing Perplexity AI a powerful AI-driven search assistant that is challenging the dominance of traditional search engines like Google.

Top 10 AI Digital Marketing Tools 2024

These tools can significantly improve efficiency, targeting, and personalization, thereby helping businesses to reach their marketing goals

Why Go HubSpot: 8 Reasons Why

Founded in 2006, HubSpot has evolved from a simple inbound marketing tool to a comprehensive customer relationship management (CRM) platform

Subscribe to our monthly newsletter for more B2B Hacks.

Success! Thank you for subscribing.
Oops! Something went wrong while submitting the form.

Find an Expert

We've collated lists and directories of the best B2B SaaS marketing consultants, agencies and experts. Use our lists to shortlist your supplier of choice for your next marketing strategy.

Find an Expert