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91 percent of companies with more than 11 workers use CRM software, did you know that? Your legal practice will eventually have a lot of data and information that has to be structured. Past a certain point, spreadsheets and actual paper can no longer be relied upon. Otherwise, you risk becoming unorganized, making mistakes, and limiting the expansion of your practice. Legal CRMs may be used in this situation. This post will list the top CRM for legal companies along with the benefits and drawbacks of each program.
A legal company CRM: What is it?
A customer relationship management (CRM) platform for law firms is used for data storage and client relationship management.
Why use a CRM in legal firms?
Using a law firm CRM has a number of benefits, including:
- You’ll always be one step ahead of the competition if you have a thorough understanding of not just who you deal with but also what they require, who their rivals are, where they are, and much more.
- providing better customer service by having access to crucial data like interactions and requirements from the past.
- Following up on leads that have been created manually or automatically makes marketing simpler.
- reduced communication mistakes due to centralizing client information.
- increased awareness of billable hours, which boosts your profitability.
- If you’re also interested in legal marketing solutions, see our comparison of FindLaw vs. Avvo.
The ideal CRM for legal firms
Next, let’s talk about the 9+ CRM tools your practice should think about.
1. Clio
Lawyers may manage their caseloads effectively and easily with the help of Clio, a cloud-based practice management system. You may spend more time on client service and less time on administrative work thanks to the time tracking and billing capabilities that are already included in this CRM software for legal firms.
Its primary characteristics include:
- sophisticated email templates.
- online phone lines.
- Integration of a calendar.
- Integration of billing (Xero, QuickBooks).
- a powerful search engine and contact lists.
- Possibilities for document storage; a plethora of additional specialized add-ons.
Pricing
Depending on what your legal practice needs, Clio provides a variety of pricing options. Clio Manage: Starter, which costs $39 per month, is the first. You may use the tools to charge customers, issue invoices, and monitor time.
Clio Manage: Boutique costs $59 per month and includes 200+ tool connections, a personalized dashboard, online card payments, and more.
You can get enhanced reports, tasks, full-text search, and live training with Clio Manage: Elite for $99 per month. This is their most well-liked strategy.
The Clio Suite follows, costing $125 per month. Freebies include the Clio Grow add-on, account setup, email automation, and a legal CRM.
Each plan may include Clio Grow, which has a monthly cost of $49 per plan. It provides data-driven insights while also assisting in the customer onboarding process improvement.
Pros
- starts at a fair $39 per month.
- Various options are available based on your requirements.
- Numerous connections to various programs and technologies that your company employs.
- Everything you need to expand your business and maintain partnerships.
Cons
- The $59/month subscription is required in order to access credit card processing.
- There are several integrations that are known to falter and fail.
2. AbacusNext
AbacusNext is a legal management tool that supports managing cases, billing, appointments, email, and more. Actually, they provide legal firms with three key solutions:
- Amicus Cloud (for individuals and small businesses).
- Amicus lawyer (for medium-sized to big businesses).
- (All-in-one management software) AbacusLaw.
Without having to manually transfer over hundreds of email addresses or set up mail rules on Outlook or Gmail, which can be a logistical nightmare to say the least, your company will benefit from daily automated notifications that are sent out to everyone in your firm automatically when you use AbacusLaw.
A feature-rich mobile application for iOS and Android is also included. Your staff will be able to manage contacts and remain in touch with customers in this manner.
Pricing
The entry-level package for automating your legal company and everyday tasks is called Amicus Cloud. Here, you may start without using a credit card for nothing. After the 14-day trial period, you will be charged $49 per user per month if paid yearly or $59 per user per month if paid monthly.
You may book a free demo of the next plan, Amicus Attorney, here. A representative will get in touch with you and arrange a time to walk you through the program and address any issues you may have. They will also talk through prices depending on the objectives and spending limit of your company.
You must also call or book a demo for AbacusLaw, the full-stack practice management software, in order to get pricing.
Pros
- There are several options available.
- An entry-level plan’s trial is free.
- AbacusLaw and Amicus Attorney both offer free trials.
- Everything you need, including case management, invoicing, and form generation.
Cons
- costly in comparison to other CRMs.
- Some users claim that the reporting is inferior to that of competing CRMs.
- Add-ons may fail.
3. CASEpeer
From client intake through settlement, CASEpeer, a top supplier of online case management software for personal injury law firms, helps you grow your business. Every account comes with ready-to-use reports and management panels to help you act fast and wisely. With CASEpeer’s user-friendly site design for lawyers, you’ll convert more leads, get better outcomes, and get insight into your cases.
The simplest method to take charge of your practice for less than you are currently spending is via CASEpeer. Put an end to your struggles with outdated technology that keeps you from crucial information in each case.
Pricing
CASEpeer costs $65 per month per user. Depending on the precise features and capabilities your company needs, they offer a number of various price packages. These consist of:
- 1-3 users: Solo: $65 per user/month.
- New: $75 per user per month (4–9 users).
- Business: $85 per user per month (10+ users).
Pros
- a simple task management tool that arranges your everyday tasks.
- Simple to use.
- records all pertinent information about cases and contacts.
Cons
- After updates, some users report issues and errors.
- lacking key crucial connectors, such as DropBox.
4. CosmoLex
An online legal practice management tool is called CosmoLex. By consolidating all of these features in one location, it eliminates the trouble of managing various systems for billing, accounting, and other chores. Additionally, a credit card processing module is included so that monthly fees are never again required. The best part is that it can be accessible from anywhere, allowing you to work while on the move.
Pricing
Unlike other CRMs for legal firms, CosmoLex does not have a free edition. You may test out the program for free to see whether it meets your requirements, however. CosmoLex’s premium edition costs $79 per user each month when invoiced yearly. If you decide to pay monthly, it costs $89 per user each month. If you need more than 10 users, CosmoLex requests that you contact them to inquire about tier pricing.
Pros
- No monthly costs; free built-in credit card processing.
- unlimited assistance and instruction.
- unlimited space for files.
- Money-back guarantee of 90 days.
- Free demo to try out the program.
Cons
- unable to carry out bulk deposits.
- Bugs can sometimes present when new features are introduced to users.
- Data input may be time-consuming and inefficient.
5. LawGro
LawGro may help law firms arrange their divisions and pinpoint the most effective procedures. In terms of time savings, efficiency, better client interactions, and greater collaborations amongst attorneys within your company, the benefits outweigh the costs.
LawGro’s use of artificial intelligence (AI) is one of its key differentiators. You can precisely record billable hours with the use of this technology, which also speeds up administrative duties, enhances reporting, and provides higher levels of data security.
Pricing
Three alternative price options are available from LawGro. The first is Starter, which costs $29 per user per month for yearly billing or $39 per user per month for monthly billing. You get three team members, 15 hours of work each week, three unique rules, and email assistance as a result.
Growth costs $59 per user per month for yearly billing or $69 per user per month for monthly billing. This package includes customized onboarding, up to 25 team members, limitless advanced/custom rules, and more.
You must get in touch with LawGro to get a price for their business edition. It provides limitless team members, file time, regulations, and everything else that big legal firms need to expand and stay structured.
Pros
- You may test out the Starter and Growth programs for free.
- Business edition.
- Along with a desktop program for Mac and Windows, there is an iOS and Android mobile app.
- one of the few artificial intelligence-powered CRMs for legal firms.
Cons
- Document creation is difficult.
- the severe learning curve is possible.
- Better payment connections are required.
6. Lawmatics
Lawmatics is one of the most user-friendly and reasonably priced CRM software for law firms. It offers capabilities that let you manage customer interactions, arrange client intake, develop customized marketing campaigns, and gather leads.
Pricing
Compared to some of the other legal CRMs we’ve gathered for this list, Lawmatics is more pricey. The cost of the Client Intake package for a single user and 10,000 contacts is $99 per month. The setup charge is $399 once, and each subsequent user is $49/month. This strategy aids legal firms in attracting and keeping customers.
Next up is the $129/month Intake + Marketing plan, which comes with 1 user and 15,000 contacts. Each new user must pay a $399 setup cost in addition to a monthly subscription of $59 per user. With the help of this approach, you can nurture leads and increase customer conversion.
Remember that you may arrange a demo so that you can ask questions and see the program in action.
Pros
- If marketing, automation, and lead nurturing are problems for your law firm, Lawmatics provides solutions.
- uses automated tools that help you save a lot of time.
- Adaptable to the requirements of your business.
Cons
- Plans cost more than many of the other CRMs we’ve examined.
- even though they are continually improving it, it lacks the functionality that competing software provides.
- Better billing and payment options could be available.
- Listen to this podcast if you want to learn how to improve your marketing.
7. a lawmaker
The ideal CRM for legal companies is Legal Ruler. It offers a wide range of modules to help with case intake, lawyer-client communication, and various reporting features. Additionally, the program offers features for customer support to support account growth.
Mass tort, Social Security disability, personal injury, employment, criminal defense, immigration, and civil litigation lawyers in particular utilize Law Ruler.
You may receive marketing automation, CRM capabilities, simplified procedures, and customized setup from a Law Ruler specialist for a fair price.
Pricing
- Sadly, Law Ruler does not have a free edition and costs $89 a month per user. To try the program, you may register to get a 14-day trial. You may anticipate features like:
- Integrating Microsoft Office 365.
- CRM for law.
- Legal accounting.
- document management technology.
- automation of the process.
- Email marketing applications.
- and more.
Pros
- provides all the tools you need to handle clients, intake, case details, and other things.
- consists of process automation to save time and effort spent on routine chores.
- Custom report generator for performance evaluation.
Cons
- , not a free version.
- The cost is not expressly stated on the webpage.
- lacks a few crucial integrations.
8. LeanLaw
This CRM is among the most cost-effective options on our list, but it features a polished user interface that is perfect for individuals who want to be effective and organized without using a system that is unnecessarily complicated or difficult to use.
LeanLaw nevertheless provides advantages like time tracking, QuickBooks connectivity, batch invoicing, and more even if it doesn’t have many of the bells and whistles seen in other systems.
Pricing
LeanLaw is reasonably priced, with the Core package beginning at $30/month when invoiced yearly. Even if you choose monthly payment, the cost is just $35 per month. Attorneys now have capabilities for timekeeping, billing, reporting, and accounting.
Pro has a monthly fee of $50 when paid on a monthly basis or $45 when paid yearly. You get all the capabilities of Core plus enhanced roles, personalized reporting, monitoring of remuneration, LEDES billing, and matter-based accounting.
Complete is the name of LeanLaw’s turnkey solution. Get a quotation by speaking with a sales representative. It includes a comprehensive setup, sophisticated report templates, migration from your current system, and access to leading legal accounting professionals.
Pros
- one of the most cost-effective legal CRMs available.
- perfect for extremely small practices or lone practitioners.
- Simple and simple to use.
Cons
- interoperability with other platforms and tools is lacking.
- No data, reporting, or sophisticated analytics.
9. Litify
Built on Salesforce, Litify’s platform provides law firms with everything they need to operate as efficiently as possible and ensure the satisfaction of their customers. A strong CRM, intake management, document management, document production, email, timekeeping, invoicing, and referrals are a few of its key features.
Pricing
One of the priciest legal CRMs on the market is Litify. There is no free version or trial available, but you may arrange a demo. Pricing starts at $200 per user each month.
Pros
- centered on the cloud, which provides improved security and dependability.
- constructed using the powerful and adaptable Salesforce platform.
- Adaptable to the requirements of your practice.
Cons
- of the priciest options.
- Migration from other solutions might be challenging.
- needs upgrades to reach its full potential.
Last words on the top CRMs for legal firms
A CRM is a wise investment for any legal business, regardless of size (small or big). A CRM can simplify your invoicing, scheduling, finances, customer data, and more rather than requiring you to manually input information and get unorganized. Since everything on this list is housed under one roof, you won’t need to manage many tools at once.
We advise you to try out numerous programs to see which one is best for your business. If they are offered, free demonstrations and trials are advised.
Find out more about our legal marketing courses if you need assistance attracting new customers and expanding your firm.