This article showcases our top picks for the Best CRM Software For Lawyers. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).
We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.
This product was recommended by Muhammad Mateen Khan from PureVPN
Law Ruler is a cloud-based CRM as well as client intake software. The software solution was designed specifically for use by lawyers and law firms. Law Ruler is powered by artificial intelligence. One of its notable features is the personalized text messages that it sends. These are welcome texts that include an intake form. At the same time, Law Ruler lets your staff know about client calls. There is also a mobile version available and a focus on setting up the software and then forgetting about it.
This product was recommended by Todd A. Spodek from Spodek Law Group P.C.
We use MyCase as our practice management software, and they have their own CRM built in. They are slowly adding features so that leads from all sources are directed there which makes it a seamless process.
This product was recommended by Roberto L. Seda from Seda Law Firm PLLC
– I personally use Clio Manage (Manage) as my CRM. – When combined with Clio Grow (Grow), it seems to handle all my needs from the intake until the completion of the representation of the client. – I like that you can subscribe either to Manage or Grow separately. However, as your firm grows, both used together can be a very powerful tool by keeping track of both your leads and current customers. – Manage has a lot of integrations that make the overall experience even better. This is an area that I have worked on for the last couple of months is integrating certain programs (i.e Teams, Zoom, Quickbooks, etc.) into Manage and making this more efficient. With my undergraduate degree being engineering, I may be a little more critical of myself in being as efficient as possible. – Billing is so automated that I can put together and send an invoice within minutes. – Grow allows you to use templates to send to potential clients that can all be filled out electronically. This past Friday, I spoke with a new potential client. While on the call, I got her information needed to draft a fee agreement. It was sent and SIGNED during the call. Being able to have that kind of efficiency frees up so much time for taking care of other things rather than sending emails back and forth trying to get a fee agreement executed.
This product was recommended by Nick Vandivere from ThoughtTrace
ThoughtTrace a technology leader in the use applied artificial intelligence and machine learning in contract and document analytics. ThoughtTrace uses a Network AI Model to leverage data and integrate into related legal systems such as ERP, CRM and more. ThoughtTrace AI contract review software cuts through the noise and focuses on a higher-value analysis of an organizations’ documents. Some benefits include the ability to operate more cost-effectively with fewer resources, increase profitability & results that exceed customer expectations in any market environment, provide accurate guidance sooner and identify new opportunities and avoid potential landmines.