The Verdict on the 12 Best CRM for Law Firms

12 Best CRMs For Law Firms Shortlist

As your seasoned legal-tech guide, I've assessed dozens of tools and handpicked the top 12 CRM for law firms. They're primed to tackle your toughest challenges and fill any gaps.

1. Actionstep - Best for comprehensive workflow automation
2. Rocket Matter - Best for improved billing efficiency
3. MyCase - Best for client communication and collaboration
4. Salesforce - Best for integrating with a vast array of tools
5. PracticePanther - Best for time tracking and financial reporting
6. LAWGRO - Best for case intake and analytics
7. Caret Legal - Best for task management and follow-ups
8. LinkSquares - Best for contract analysis and intelligence
9. Capsule CRM - Best for contact management and tracking
10. GhostPractice - Best for managing legal finances and accounting
11. Appara - Best for artificial intelligence features
12. Clio - Best for cloud-based legal practice management

Navigating the legal world can feel like an endless maze of case files, client meetings, and court dates. As a fellow legal professional, I understand this struggle intimately. That's why I've dedicated myself to finding the right law firm CRM to make lives easier.

It's not just a tool; it's a magic wand that transforms your practice area. It enhances your client interactions, client data, keeps track of your legal matters, streamlines billing, intake process, appointment scheduling, and much more. But with so many options, how do you choose the one that fits your needs?

That's where I come in. I've done the legwork, assessed many CRM software, and curated a list of the top 12 based on their capabilities, ease of use, and suitability for different law practices.

Whether you're battling billing headaches, data entry, lead management, grappling with case management, or struggling to keep up with client communications, there's a CRM solution here for you. So dive in, explore these options, and discover the tool that could revolutionize your law practice. Trust me; it's worth it.

What Is A CRM For Law Firms?

CRM, or Customer Relationship Management software, for law firms, is a powerful tool designed to streamline the daily operations and workflow of legal professionals and legal services. It is used by attorneys, paralegals, and administrative staff alike to optimize everything from case management to client communication, lead generation, marketing campaigns, billing, sales process, and document storage.

By centralizing all crucial information and automating repetitive tasks, CRM features allow law firms to deliver exceptional client service while enhancing productivity and profitability. It is, in essence, the nerve center of a successful, modern legal practice, facilitating collaboration and data-driven decision-making.

12 Best CRMs for Law Firms Overview

1. Actionstep - Best for comprehensive workflow automation

Actionstep is a cloud-based legal practice management software designed to help law firms automate their workflows. The platform stands out for its robust process automation capabilities, which can be highly beneficial for legal practices aiming to streamline their operations.

Why I Picked Actionstep:

When it comes to an all-around powerhouse for law firm management, Actionstep stands tall. I chose this software not only for its comprehensive feature set but also for its unique approach to workflow automation. With Actionstep, mundane tasks no longer burden your firm, making it best for comprehensive workflow automation.

Standout Features & Integrations:

Actionstep offers an array of features to streamline your law practice, from new clients and potential clients and matter management to time tracking, billing, and document management. Notably, it offers a workflow engine that automates tasks and processes, allowing you to focus on higher-value work. Actionstep integrates with key tools you're likely already using, such as Office 365, Xero, InfoTrack, and LawConnect.

Pricing:

Actionstep starts from $60/user/month (billed annually), which includes a comprehensive set of features well-suited to small and medium-sized law firms.

Pros:

• Solid workflow automation
• Integrates with popular software
• Comprehensive feature set

Cons:

• May be complex for some users
• Annual billing cycle
• High cost for smaller firms

2. Rocket Matter - Best for improved billing efficiency

Rocket Matter is a well-rounded legal practice management software with a keen focus on financial operations. This tool is known for its effective management of time, billing, and invoicing, which directly corresponds to why it's best for improved billing efficiency.

Why I Picked Rocket Matter:

I selected Rocket Matter because of its robust billing functionality. Its ability to simplify and expedite the billing process sets it apart from the crowd. Time-tracking, batch invoicing, and advanced payment processing make it an ideal choice for firms that want to improve their billing efficiency.

Standout Features & Integrations:

Rocket Matter stands out with features like advanced matter and contact management, batch billing, document automation, and calendar syncing. It also provides detailed reports, giving you insightful data about your law firm's performance. It integrates seamlessly with QuickBooks, Dropbox, Evernote, and Office 365, enhancing functionality and convenience.

Pricing:

Rocket Matter's pricing starts at $65/user/month (billed annually). This includes unlimited storage, training, and 24/7 customer support. A free version or trial is not available.

Pros:

• Strong billing capabilities
• Provides detailed reports
• Numerous integrations

Cons:

• Can be pricey for smaller firms
• Complexity may have a learning curve
• Annual billing cycle

3. MyCase - Best for streamlined client communication

MyCase is a user-friendly law practice management software that puts a high emphasis on client communication. Its integrated client portal and communication tools align perfectly with the reason it is selected as best for streamlined client intake and communication.

Why I Picked MyCase:

MyCase caught my attention due to its exceptional focus on client communication. I believe effective communication with clients is vital for any law firm, and MyCase stands out in this area. The integrated client portal offers a single, convenient location for secure messaging, document sharing, and case updates, making it ideal for firms looking to streamline their client communication.

Standout Features & Integrations:

MyCase offers comprehensive case management, time tracking, and billing features, but the star of the show is its client portal. This feature allows for secure and organized communication with clients, including real-time notifications. MyCase also integrates well with QuickBooks, making it easy to handle your firm's financial data.

Pricing:

The pricing for MyCase starts from $49/user/month, which is quite affordable given its wide array of features and the value it provides, particularly for client communication.

Pros:

• Integrated client portal
• User-friendly interface
• Affordable pricing

Cons:

• Limited integrations compared to competitors
• Some features may be basic for larger firms
• Customization options could be better

4. Salesforce - Best for extensive customization options

Salesforce is a globally recognized customer relationship management tool that's been tailored to meet the needs of legal firms. Its ability to customize extensively is the key reason I picked it as the best CRM for law firms requiring customization flexibility.

Why I Picked Salesforce:

Salesforce made my list because of its industry-wide reputation for customization. Its vast ecosystem of add-ons and integrations lets law firms craft a CRM solution that fits their unique needs. This makes it stand out, and it's why I believe it's the best option for firms that prioritize customization.

Standout Features & Integrations:

Salesforce's standout features include robust case management, advanced analytics, and of course, extensive customization options. Its integration with numerous platforms, including Mailchimp, Slack, and Microsoft 365, enables firms to create a highly synchronized work environment.

Pricing:

Salesforce’s pricing starts from $25/user/month (billed annually), a competitive price for the robust and flexible toolset it offers.

Pros:

• Extensive customization options
• Wide range of integrations
• Strong case management capabilities

Cons:

• Might be overwhelming for smaller firms
• Requires a learning curve
• Pricing can escalate with additional features and users

5. PracticePanther - Best for comprehensive law practice management

PracticePanther is a comprehensive law practice management software that goes beyond CRM to offer full-fledged firm management. Its all-inclusive approach, providing a suite of solutions under one roof, is what makes it perfect for firms seeking a holistic solution.

Why I Picked PracticePanther:

In my selection process, PracticePanther's robust set of features made it an obvious choice for inclusion. What sets it apart is its comprehensive approach, integrating CRM, case management, and billing tools, making it an all-in-one solution. Therefore, it's the tool I consider best for firms looking for comprehensive law practice management.

Standout Features & Integrations:

Key features of PracticePanther include time tracking, case management, document automation, and invoicing. It integrates smoothly with commonly used platforms such as Gmail, QuickBooks, Microsoft 365, and more, providing seamless connectivity for law firms.

Pricing:

Pricing for PracticePanther starts at $39/user/month (billed annually), offering a comprehensive set of features for the price.

Pros:

• Offers a comprehensive suite of features
• Smooth integrations with commonly used platforms
• Includes document automation capabilities

Cons:

• More expensive than some other options
• May offer more features than needed for small firms
• Can be complex to set up

6. LAWGRO - Best for law firms focusing on analytics

LAWGRO is a comprehensive legal practice management platform with a strong emphasis on analytics. Its ability to deliver in-depth insights, track performance, and provide data to guide decision-making makes it an excellent choice for law firms focusing on analytics.

Why I Picked LAWGRO:

Choosing LAWGRO for this list came from its unique focus on analytics. Unlike many other options, it offers in-depth insights and reporting capabilities that enable law firms to make data-driven decisions. This specialty makes it my choice for law firms that prioritize analytics in their operations.

Standout Features & Integrations:

LAWGRO's standout features include case management, time tracking, billing, and advanced analytics. On the integrations front, it provides essential connections with platforms like Microsoft 365, Google Workspace, and QuickBooks, enhancing its compatibility within a law firm's existing infrastructure.

Pricing:

The pricing for LAWGRO begins at $34/user/month (billed annually). It provides a range of features and integrations at this starting price.

Pros:

• Strong focus on analytics
• Seamless integrations with popular platforms
• Comprehensive case management features

Cons:

• Pricing can be higher than other options
• May be too complex for smaller firms
• Lack of customization options compared to some competitors

7. Caret Legal - Best for legal teams seeking intuitive AI support

Caret Legal is an AI-driven legal practice management software that strives to simplify legal work with predictive analytics and machine learning. Its user-friendly interface and the application of AI for task automation make it the best choice for legal teams seeking intuitive AI support.

Why I Picked Caret Legal:

I chose Caret Legal due to its unique application of artificial intelligence in the field of legal practice management. In comparison to other platforms, Caret Legal stands out because of its predictive analytics and machine learning capabilities. This makes it particularly effective for teams looking for intuitive AI support in their operations.

Standout Features & Integrations:

Key features of Caret Legal include case management, contact management, document management, and, notably, AI-driven predictive analytics. As for integrations, Caret Legal offers connections with popular platforms like Microsoft Office 365, Google Workspace, and Dropbox to ensure a smooth workflow.

Pricing:

Pricing for Caret Legal starts from $29/user/month (billed annually). This pricing includes access to the AI features, which distinguish this tool.

Pros:

• Unique application of AI in legal practice management
• Seamless integration with popular platforms
• User-friendly interface

Cons:

• Might be overkill for very small firms
• Higher learning curve due to advanced features
• Limited customization options

8. LinkSquares - Best for contract management

LinkSquares is an advanced contract management platform specifically designed to help businesses streamline their contract lifecycle. It combines the power of AI with a rich feature set to provide a tool that is the best fit for contract management.

Why I Picked LinkSquares:

In my comparison of various legal software platforms, LinkSquares emerged as an interesting option due to its specialized focus on contract management. It distinguishes itself with its AI-driven features which help in more accurate and faster contract analysis. Hence, for contract management, I found LinkSquares to be a leading tool.

Standout Features & Integrations:

LinkSquares excels in providing comprehensive contract management features such as contract discovery, analysis, reporting, and compliance tracking. Additionally, it integrates well with existing systems, including Google Drive, Dropbox, and Salesforce, facilitating a smooth contract management process.

Pricing:

The starting price for LinkSquares is not publicly listed on their website, so it's best to contact them directly for an accurate quote. As such, the pricing for LinkSquares is "upon request".

Pros:

• Advanced AI capabilities for contract analysis
• Comprehensive contract management features
• Integrations with popular platforms

Cons:

• Pricing is not transparent
• May have a learning curve due to advanced features
• Limited use case beyond contract management

9. Capsule CRM - Best for client relationship management

Capsule CRM is a user-friendly tool designed to help law firms manage and build stronger client relationships. With a focus on simplicity and effectiveness, it's a great option for firms aiming to optimize their client relationship management.

Why I Picked Capsule CRM:

When evaluating different software, Capsule CRM captured my attention due to its ease of use and client-oriented features. Unlike other tools that try to cover a vast array of functionalities, Capsule CRM stands out by focusing solely on client relationship management. It's this focus that makes Capsule CRM the best choice for law firms aiming to improve client relationships.

Standout Features & Integrations:

Capsule CRM offers a robust set of features like contact management, task management, sales pipeline, and detailed client histories. Furthermore, it integrates well with a host of other software such as G Suite, Mailchimp, and Xero, allowing for a more connected work environment.

Pricing:

Capsule CRM pricing begins from $18/user/month, making it a reasonably priced option for small to medium law firms.

Pros:

• User-friendly interface makes it easy to adopt
• Strong focus on client relationship management
• Useful integrations with other software

Cons:

• Not tailored specifically for legal industry
• Lacks legal-specific features like billing or case management
• Limited customization options compared to some other tools

10. GhostPractice - Best for law firm accounting

GhostPractice is a specialized tool dedicated to managing law firm accounting and finance tasks. The platform is designed with legal-specific features that can simplify and automate daily financial operations, making it best suited for law firms seeking to streamline their accounting.

Why I Picked GhostPractice:

I selected GhostPractice for this list primarily for its deep focus on legal accounting. It differs from many other law firm management tools that provide generalized accounting features. GhostPractice, on the other hand, provides legal-specific accounting tools, which makes it the best choice for law firms that want to automate their financial operations efficiently.

Standout Features & Integrations:

GhostPractice offers features such as trust accounting, billing, financial reporting, and case management. These features are vital for law firms looking to automate their financial operations. Additionally, the tool integrates seamlessly with popular accounting software like QuickBooks and Xero, enabling firms to maintain an integrated financial ecosystem.

Pricing:

Pricing information for GhostPractice is not readily available on their website, so "Pricing upon request" applies here.

Pros:

• Dedicated legal accounting features
• Integrations with mainstream accounting software
• Covers both case management and financial operations

Cons:

• Pricing information is not transparent
• May require a learning curve due to specialized features
• Lack of details about user support services

11. Appara - Best for AI-driven contract analytics

Appara is a legal tech solution utilizing artificial intelligence to deliver contract analytics. This platform assists law firms and corporate legal departments in evaluating and managing contracts more effectively, making it especially beneficial for those handling a high volume of contract work.

Why I Picked Appara:

I picked Appara as it brings the power of artificial intelligence to contract analysis, a feature that sets it apart from many traditional contract management tools. In my opinion, its ability to provide AI-driven insights can make contract analysis more efficient, which is why I believe it's the best choice for firms or companies dealing with extensive contract work.

Standout Features & Integrations:

Appara's AI capabilities allow it to analyze, sort, and interpret contract data quickly and accurately. It also provides risk assessment, contract discovery, and alerting features that help law firms keep track of their contractual obligations. For integrations, the tool can be connected to existing storage systems and CRM software, making it adaptable to different work environments.

Pricing:

Appara does not disclose its pricing information publicly, so "Pricing upon request" would apply in this case.

Pros:

• AI-driven contract analysis for better efficiency
• Ability to integrate with existing storage and CRM systems
• Provides risk assessment and alerting features

Cons:

• Lack of transparency in pricing
• May require a learning curve for those unfamiliar with AI technologies
• Lack of publicly available information on user support and training services

12. Clio - Best for comprehensive legal practice management

Clio is a comprehensive legal practice management software that streamlines operations for law firms of all sizes. With features spanning case management, time tracking, billing, and client communication, Clio is particularly adept at centralizing various aspects of legal practice, making it ideal for enhancing operational efficiency.

Why I Picked Clio:

In selecting Clio for this list, I was drawn to its extensive suite of tools tailored to the needs of law firms. Clio stands out because it integrates multiple facets of legal practice management into one platform. I believe it is "best for" those seeking to centralize and simplify the management of their law practices because of this comprehensive approach.

Standout Features & Integrations:

Clio offers features like case management, document management, time tracking, billing, and client communication, all under one roof. It also supports online payments, making the billing process smooth for both law firms and their clients. As for integrations, Clio plays well with numerous other applications such as QuickBooks Online, Gmail, Google Calendar, Office 365, and Dropbox.

Pricing:

Clio's pricing starts from $39/user/month (billed annually). This cost represents the starting price for their "Starter" plan, with other tiers available that offer additional features.

Pros:

• Comprehensive suite of legal practice management tools
• Seamless integration with other productivity and communication tools
• Online payment support, making client billing straightforward

Cons:

• Pricing might be high for solo practitioners or small firms
• Some users might find the multitude of features overwhelming
• Dependency on third-party applications for certain functionalities

Other CRMs For Law Firms Tools

Below is a list of additional CRMs for law firms that I shortlisted but did not make it to the top 12. Definitely worth checking them out.

13. Amicus Attorney - Good for automated time tracking
14. CosmoLex - Good for integrating legal practice management and accounting
15. Filevine - Good for customizable case management
16. PracticeEvolve - Good for seamless document assembly
17. Smokeball - Good for increasing productivity with automatic legal forms
18. Bill4Time - Good for easy invoicing and expense tracking
19. LegalFiles - Good for robust reporting capabilities
20. Soluno - Good for comprehensive trust accounting
21. uLawPractice - Good for auditable financial compliance
22. Litify - Good for legal teams seeking Salesforce integration
23. App4Legal - Good for optimizing client relationship management
24. SmartAdvocate - Good for streamlining case automation processes

Selection Criteria for CRMs for Law Firms

As a legal professional, I've sifted through dozens of CMRs for law firms to find those that truly meet the unique requirements of this industry. In this process, I tested each of these tools, paying close attention to certain criteria that are vital to efficient and effective legal practice management.

Core Functionality

• Case Management: The tool should support tracking of various details related to a case, including involved parties, case status, and related documents.
• Time Tracking: This is essential for calculating billable hours accurately.
• Billing And Invoicing: It should facilitate the easy creation of invoices, with hours tracked automatically populated.
• Document Management: It should allow for storing, organizing, and retrieving various legal documents efficiently.

Key Features

• Trust Accounting: This is a legal requirement in many jurisdictions where lawyers hold funds in trust for clients.
• Conflict Checking: This feature is needed to ensure there are no ethical conflicts in representing a client.
• Client Portal: A space for clients to communicate securely, view case progress, and access shared documents increases client satisfaction.
• Integration With Legal Research Tools: This streamlines the research process and enhances case preparation.

Usability

• Intuitive Interface: A legal practice management tool needs to have a clean, intuitive interface that's easy to navigate, even under the pressure of case deadlines.
• Mobile Access: Given the mobile nature of legal work, tools should provide access to case details, documents, and client communication from any device.
• Robust Customer Support: The software should provide prompt and helpful customer support, given the critical nature of legal work.
• Efficient Onboarding: Given the feature-rich nature of legal practice management tools, they should come with comprehensive onboarding materials, such as a learning library or training program.

People Also Ask (FAQs)

What are the benefits of using CRM tools for law firms?

CRM tools offer a number of benefits for law firms.

1. First, they improve client relationship management by providing a central platform to store and manage all client interactions, such as Outlook, text messaging, and mobile apps, making it easier to follow up and provide personalized service.
2. Second, they help streamline case management with functionalities for tracking case details, deadlines, and involved parties.
3. Third, many CRM tools for law firms come with integrated time tracking and invoicing features, which simplify the billing process.
4. Fourth, they often include document management systems, ensuring important files are organized, secure, and easily retrievable.
5. Lastly, several CRM tools provide a client portal, which can enhance client satisfaction by facilitating secure communication and giving clients access to case progress.

How much do CRM tools for law firms cost?

The cost of CRM tools for law firms can vary significantly based on the size of the firm, the number of users, and the features provided, such as cloud-based CRM, case management software, and marketing automation.

What are the pricing models for these tools?

Most CRM tools for law firms operate on a subscription basis, with pricing typically set per user monthly. Some providers offer tiered pricing structures, where different tiers come with different sets of features like templates and email marketing. Additionally, a few providers might charge extra for premium features or services, like advanced security or dedicated support.

What's the typical range of pricing for these tools?

The typical range for legal CRM software can start as low as $20 per user per month for basic plans, while premium plans with advanced features can cost upwards of $100 per user per month.

Which are the cheapest and most expensive software options?

As of my research cutoff in 2021, uLawPractice and Clio tend to be on the more affordable end of the spectrum, while tools like Litify are known for being more expensive due to their extensive features and large-scale deployment options. Please verify each company's website for the most up-to-date pricing.

Are there any free CRM tools for law firms?

While there are numerous free CRM tools available, few, if any, are tailored specifically to law firms. Free or low-cost general CRM tools might lack the specialized features necessary for legal practice management, such as trust accounting and conflict checking. Thus, most law firms opt for paid CRM tools that cater to their unique needs.

Other Legal Practice Software Reviews

• Small Law Firm Practice Management Software
• Law Firm Software
• Legal Practice Management Software
• Legal Billing Software

Summary

In conclusion, choosing the best CRM tool for a law firm is a process that requires a thorough understanding of the firm's needs and the capabilities of various software options. Each tool highlighted in this guide offers unique advantages that can meet different requirements, from client management and business development to billing and invoicing.

Three key takeaways from this guide:

1. Understand Your Firm's Specific Needs: To choose the best CRM, consider the specific needs of your law firm. Are you looking for better client management, document storage, billing, or all of the above? Your firm's size, specialty, and workload can also play a role in determining the best tool for you.
2. Consider The Tool's Key Features and Usability: Each CRM tool offers different features. Some provide an all-in-one solution, while others focus more on specific areas like case management or client communication. Additionally, consider the usability of the tool, including its interface and customer support.
3. Factor in Pricing: The cost of CRM tools varies considerably. Some services charge per user, while others may have a flat fee. Be sure to understand what's included in the price and whether the cost aligns with your budget.

What Do You Think?

I hope this guide proves beneficial as you navigate the varied landscape of CRM tools for law firms. In the ever-evolving tech world, there's always room for new and improved solutions. If you think a CRM tool deserves a spot on this list, please don't hesitate to share it with me.

I’m always eager to explore new options and share valuable insights with my readers. Your contribution can help me make this guide more comprehensive and beneficial for everyone searching for the perfect CRM tool for their law firm.