Getting the best CRM software for your law firm depends on your unique needs and preferences. While some persons prefer budget-friendly CRM, others prefer a client-focused CRM.
Nevertheless, in whatever category you belong, we have curated the best CRM software for law firms to solve your immediate business needs.
Table of Contents
So, What is a CRM?
CRM is an acronym for Customer Relationship Management. As the name implies, CRM software is a system that enhances customer relationships through automation and workflows.
It helps law firms automate lead generation, manage appointments, schedule meetings, create workflows that save time, and many more.
When done right, a CRM system can be an extremely powerful tool for an attorney. Whether it is an affordable or an expensive CRM software, it doesn’t matter. How best an attorney can use it to scale their business is what matters most.
Best CRM for Lawyers
1. Zoho CRM —(Best Overall)
Zoho CRM is a fusion of A.I. and innovation. It’s an end-to-end, fully customizable CRM solution for law firms. It is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere.
With Zoho CRM, you can access and manage your work in one central system – with matters, contacts, billing, payments, and everything you need in one place.
Manage every stage of the client journey, convert more prospects, and get instant visibility into your firm’s financial performance just with Zoho CRM.
How Zoho CRM Benefits Lawyers
Automation: Zoho’s automation feature allows you to automate routine legal processes, marketing, and support functions that consume your time. Also, you can create leads, contacts, and deal workflows that bring clients on autopilot from your marketing channels.
Omnichannel: With Zoho CRM, you can have real-time conversations with clients and prospects that interact with your brand via website, email, telephone, and social media. All from your central dashboard.
Customizable reports: Zoho CRM enables you to monitor the productivity of your employees to ensure you’re on top. It gives you a top-level overview of all the activity completed on your account. You can generate email reports tailored to your needs.
Sales Enablement: Empower your team with the tools to execute their jobs. With Zoho, you can quickly raise and send quotes, access calendars, book appointments, and integrate Google Workspace and Office 365.
Other features include analytics, customer journey orchestration, process management, predictive sales and intelligence, team collaboration, and integrations.
Free Trial: 14 Days
2. Thryv CRM– (Best for growing online presence)
Thryv is a cloud-based marketing and CRM software solution designed for small law firms to help them manage client interactions. It is the only platform that can boost your online presence and streamline your payment processing.
With Thryv, you can load and lock consistent information across the top business listings sites online, including Google, Facebook and more, to improve search engine optimization and get found easily. Thryv also handles online reputation management so Law Firms can view and manage online ratings and reviews responding to feedback.
How Thryv CRM Benefits Lawyers
Scheduling and Appointment Booking: Integrating Thryv’s booking tool with your website and firm’s listings enables your clients to book appointments. You can schedule social media posts immediately or in advance and push content straight from Thryv.
Thryv also allows you to sync your team’s calendars so you have visibility into your firm’s workload and team’s time.
Online Payment Processing: Thryv allows you to process credit card payments online and in person. Law firms can send professional, electronic quotes, estimates, invoices and receipts to help get paid on time, every time.
Online listings: It was reported that adding visual content received an astounding 416% more interaction from the targeted clients. So, Thryv increases your chances of appearing in search engine results, local directories, and mobile apps by enabling you to display your firm’s information on multiple platforms like Google business listing. This increased visibility ensures your firm is on the radar of clients seeking your services.
Communications management: With Thryv, you can implement and monitor all the channels and contents of communication within your law firm. It ensures that the flow of information within your law firm or between multiple firms is managed.
Email marketing: Thryv makes the clients on your email list aware of your services. It also allows you to educate your audience on the value of your brand and keep them engaged between services.
Free Plan: Yes
3. Pipedrive CRM– (Extra-featured CRM)
Pipedrive CRM is a cloud-based customer relationship management solution geared towards simplifying and streamlining the legal process. Used by over 150,000 Law Firms globally, Pipedrive stands as one of the most preferred CRM law firms and attorneys globally. It empowers attorneys to automate repetitive tasks, gain deeper insights into their clients, manage leads, and delight their clients.
Pipedrive CRM has an extra feature that makes your invisible network visible to clients and lets you see the outcome of each connection you make.
How Pipedrive CRM Benefits Lawyers
Pipeline Management: Pipedrive CRM enables you to track Legal opportunities from start to finish and analyze the failures and successes along the way to make improvements. When done effectively, you can define ideal Legal practices and strategies that promote growth.
Legal Reports: With Pipedrive CRM, you can summarize your daily/weekly activities in your Law Firm. This report typically includes information on Legal practice volume, leads, and new accounts for a given period. The benefit of this functionality is critical to your firm. It also helps you monitor the performance of your team and plan effective Legal practice strategies.
Feedback Management: A CRM software like Pipedrive with a sound feedback management system will allow you to solicit feedback, gather it in one place, and then analyze it to pull out insights. It turns raw feedback into actionable client insights and leverages them to deliver better services.
Content management: When staff from your team uses Pipedrive CRM to publish content to other channels – like social, mobile apps and ecommerce, it drastically reduces the development you need to do and makes it easier to distribute content to different channels simultaneously.
Other features of Pipedrive CRM include chat integration, invoice and billing, contact management, email and communication tracking, etc.
Free Trial: 14 Days
4. HubSpot CRM– (perfect for nurturing leads)
Hubspot CRM gives Law Firms the means to process and analyze client information, extract relations from disparate data items to reveal insights, generate sales funnels, and implement loyalty campaigns. Its unique nature is that It focuses on nurturing leads and with this, you can convert your website visitors into leads and nurture them as clients. It is best for in-person training. Any head of a chamber that recognizes that the client is at the heart of their firm should consider using it.
Hubspot CRM also allows you to send educational content to your leads to keep them engaged; the more that they keep coming back for more educational content, the more they become convinced that your service is the solution to the problem they’re currently facing, making them more willing to convert into clients.
How Hubspot CRM Benefits Lawyers
Lead nurturing: Hubspot CRM enables you to engage with prospective clients by providing appropriate content at each stage of the funnel, knowing their needs, and qualifying them for legal practice.
Internal Chat Integration: However, with live chat integrated Hubspot CRM, you can collect clients’ information right from the discussions and create a profile instantly. This way, you do not have to ask clients for details whenever they come back to chat. Instead, agents can recognize them with the information displayed in the chat window that helps provide precise support.
Relationship tracking: As an attorney, you need software that can track interactions so you can take action according to your firm’s journey map. Interaction tracking collects data about clients’ experiences at all firm levels.
Email marketing: Hubspot CRM makes the clients on your email list aware of your legal practices. It also allows you to educate your audience on the value your firm offers and keep them engaged.
Free Plan: Yes
5. Zendesk Sell–(Best for customer service)
Zendesk Sell is a popular all-in-one customer service platform that serves over 165,000 Law Firms. With Zendesk, Law Firms can deliver superior customer service without extra effort. All they need to delight their client is already available on Zendesk.
These robust legal practice tool helps track client data and manage the entire legal practice cycle, from lead capturing to pipeline management. It has excellent customer support ability. Any attorney who wants free 24/7 access to customer support should consider Zendesk Sell software. You submit your questions and details through their contact page, and a representative will reply immediately.
How Zendesk Sell benefits Lawyers
Communication management: Zendesk CRM ensures a smooth flow of information between you and your clients. It focuses on reaching a firm’s target audiences by planning and implementing different methods of communication.
Contact management: Zendesk Sell software allows you to track your interactions with clients, prospects, and leads. With Zendesk Sell, you can store emails, support messages, or phone interactions within the entry for a contact. You can even note how the client has interacted with your campaigns.
Superior Customer Experience: When it comes to customer experience, no one does it better than Zendesk. It gives you a 360% view of your customers and lets you manage them from a single dashboard.
Live chat: Zendesk CRM allows you to have real-time conversations with potential and existing clients, which can lead to more clients becoming interested in your company. It has several benefits for your firm. It allows you to gather and store information from all the clients you have been chatting with.
Free Trail: 14 Days
6. Salesforce CRM – (third party integration)
Salesforce CRM is a legal client intake, CRM, marketing automation, and offers a variety of integrations with third-party applications and services. It enables lawyers to focus on being the best lawyer they can be — to focus on the practice of law, not to worry about running the business of a law firm.
As a salesforce CRM user, you can easily connect to the other application through third-party integration. You can connect to Google Drive, DocuSign, LinkedIn Sales Navigator, Google Ads, MailChimp, HubThunder, Adobe Sign, PandaDoc, and many more with REST services.
How Salesforce CRM Benefits Lawyers
Third-party integration: Integrating third-party apps can open up a whole new range of ideas your firm didn’t previously have. These ideas can be translated into new services.
Additionally, Salesforce CRM supports integration with various third-party applications such as Microsoft Calendar, iAWeber, Mad Mimi and more. It also offers mobile applications for iOS and Android devices, allowing your firm to manage their firm’s operations remotely.
Contact management: Salesforce CRM assists you in importing contact details from Google, mobile and Excel files, storing them in a central data repository and tracking their interactions with the firm. You can assign contacts to your team, and the solution’s pipeline view allows you to view, organize, prioritize and automate the creation of follow-up tasks for various stages of your job.
Task management: Salesforce CRM allows you to create reminders in your client’s accounts that sync with your calendar. You can set up tasks for yourself and also send an email reminder. You can set up recurring tasks, flagging an expiry date.
Free Trial: 14 Days
7. Clio –(Best for usability)
Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere. With Clio, you can access and manage your work in one central system – with matters, contacts, billing, payments, and everything you need in one place. Schedule a live demo to learn more.
This CRM is well suited for Law firms to simplify and effectively manage clients, leads, and prospects. Clio CRM is in the top tier for its usability; its easy automation saves lawyers a reported 10 hours per week by eliminating manual tasks such as sending texts and recording new leads immediately after they complete a form on your landing page or social media account.
How Clio CRM Benefits Lawyers
Marketing automation: Clio CRM lets you target clients with personalized campaigns by leveraging data. It streamlines marketing activities, runs effective campaigns, and increases client engagement.
User management: Over time, as your business grows, you will have employees come and go. Clio CRM makes it easy to add new people and decommission inactive users. Here, you have complete control over your employee accounts.
Email Notifications: With Clio CRM, you can automatically email your clients to let them know their matters date, venue and time. This is an excellent way of keeping your clients in the loop.
Free Plan: Yes
8. Freshsales CRM–(Budget Option)
Freshsales is a powerful CRM software that can help you streamline Legal matters and improve client engagement. It is a single tool that unifies your Legal practices under one platform—from client outreach and closing deals to analytics.
As a free CRM, you can manage client relationships without incurring additional expenses. This is especially helpful for Law Firms that want to get up and start running quickly. As you grow and require other features for evolved business complexity, you can upgrade to a paid plan.
How Freshsales CRM Benefits Lawyers
Workflow management: With Freshsale CRM, you will be able to know the tasks you need to complete, jobs that are being executed, their status, and the steps that you’ve completed. Freshsales CRM lets you give assignments to the members of your chamber that have detailed descriptions of the work. It also provides transparency into the workflow process, which enables you to catch issues before they become problems.
Report analysis: Freshsale CRM presents you with Legal practices, marketing, and customer support information. With these Reports, you can make your analysis in a focused and efficient manner to make sound decisions.
Client Contract Management: Contracts are core to every Law Firm. so Freshsale offers suite tools that help you to generate, sign, store, and maintain contracts within the ecosystem. This enhances customer acquisition and retention processes for businesses.
Project Management: Freshsale CRM helps you manage projects by giving you real-time insights into client feedback and improving communication across the cycle. It also allows you to deliver the client’s needs on time and within budget.
Free Trial 21 Days
CRM software is a powerful tool for customer engagement and sales acceleration. It has the potency to transform your business when used correctly.
The best CRM for law firms is the one that helps you achieve your business goals. And that’s why we carefully handpicked seven CRM software with unique strengths to help you make a faster and better decision.