Maximize revenue with the best CRM software in 2021 for law firms

Small Business Basics

Maximize revenue with the best CRM software in 2021 for law firms

In this post, we'll unpack the best CRM for law firms and make recommendations on the top choice for your practice.

December 01 · 10 min read

Are you managing your client list and meetings through an outdated legacy system? If you’re using a diary to track your client interactions, then you’re missing out on the benefits that technology can bring to your business.

It’s the start of the digital age, and your business needs to capitalize on innovative tech solutions to manage and grow your firm. A CRM offers you a solution for managing your growing client list, giving you a platform to capture all your client notes and tasks.

CRMS can help automate a large part of your business activities. They come with onboard sales and marketing tools to help you manage email and text campaigns to your clients and prospects. CRMs include lead generation tools you can implement on your site, allowing you to capture new business and grow your bottom line.

You also get access to a full suite of client management tools, allowing you to create custom reports for your firm. With a dedicated CRM solution for your legal firm, you unlock the power of technology and the benefits it has for your business.

In this post, we’ll unpack the best CRM for law firms and make recommendations on the top choice for your practice.

What are the benefits of CRM for lawyers?

Implementing a CRM in your business brings a host of advantages to your law firm. Here are our top reasons for investing in a CRM solution.

  1. Manage your clients – Create a database of clients, record notes, and other important details from your meetings.
  2. Automate your appointment schedule – Create an appointment schedule that works.
  3. Track lifetime client value – Understand your client value and where you need to spend your energy nurturing existing business.
  4. Integrates with digital marketing systems – Get a fresh stream of new leads to your business with compatible marketing tools.
  5. Automate workflows – Get rid of the work that’s slowing you down, and focus on your business priorities.
  6. Increase client retention – CRMs help you keep tabs on your customers, replacing outdated legacy systems that cost you your clients.

#1 HubSpot

HubSpot is the leading global CRM solution. While it’s not a law firm specific CRM, it’s flexible enough to accommodate your needs. You get access to automated tools for workflows and marketing, as well as comprehensive client management and easy navigation of the platform.

HubSpot offers you a free trial of its platform and various subscription packages to suit your client management and marketing needs. More than 50,000 businesses worldwide rely on HubSpot for a CRM solution.

CRM Claim – HubSpot provides legal firms with all the tools they need to grow their business and manage their client base. With a free trial, you can see if it’s the right CRM for your legal practice.

Pros

  • 100% Forever Free version
  • Unlimited Users
  • No customization limits
  • Support from the HubSpot community
  • Comes with a range of sales, marketing, and service hubs
  • Integrates with other CRM systems in the paid version
  • User-friendly interface for new users

Cons

  • Not a law-firm specific solution
  • Designed for smaller firms
  • $50 monthly fee to access premium marketing and client management tools

#2 Law Ruler

This CRM is a great choice for law firms. It comes with specific design and development geared to law firms. Released in 2012, Law Ruler is one of the most popular legal CRMs available, with a slew of positive testimonials.

The system offers user-friendly client onboarding, with a range of useful client management tools at your fingertips.

CRM Claim – Law Ruler claims that using its CRM solution adds 20% to your bottom line and client list every year.

Pros

  • Automation tools for lead generation and conversion
  • Test messaging and email marketing tools included
  • Click-to-call dialer, phone call tracking, and e-signature compatible
  • Referral management modules
  • Easy client onboarding
  • User-friendly interface
  • An excellent customer service department
  • Affordable subscription costs for smaller firms
  • Scales with your business

Cons

  • No integration with Gmail or G-Suite
  • Customization can add extra costs
  • Only available for law firms in the US and Canada

#3 Interaction

Almost a third of all law firms rely on Interaction for their CRM solution. With this platform, you get a full suite of client management and marketing tools designed to grow your business. There are customizable solutions for every aspect of your business, providing a tailored solution to your needs.

CRM Claim – An innovative CRM solution for legal firms. Turn your data insights into actionable marketing and management functions to grow your business.

Pros

  • Law-firm specific design
  • A well-established brand with an excellent reputation
  • Collect and aggregate client data on one platform
  • Business development software included
  • Syncs with your Outlook contacts
  • Feature heavy but offers user-friendly navigation

Cons

  • Designed for mid-sized to large law firms
  • Requires IT assistance for management and maintenance
  • Somewhat expensive
  • Range of user interfaces can lead to confusion

#4 Salesforce

Salesforce is a global leader in dedicated sales CRM solutions. Salesforce was the originator of the cloud-based CRM, giving you a comprehensive solution focusing on sales and marketing tools for large organizations and many users. It’s a high-end solution suitable for larger law firms.

CRM Claim – Discover new methods for managing your customer relationships and marketing efforts.

Pros

  • Excellent platform features
  • Customizable workflows and automated processes
  • A full suite of marketing tools
  • List management and client relationship management tools
  • Customizable widgets
  • Suitable for large law firms
  • Excellent user support

Cons

  • Expensive solution for small law firms
  • Contains too much functionality for smaller businesses
  • No legal-specific
  • Complex reporting may confuse some users

#5 Lexicata

Lexicata is a CRM designed specifically for use by law firms. This product features client intake software, allowing you to customize your onboarding process is welcoming clients to your firm. The CRM comes from the same team that brought you Clio, the best case management software for legal firms.

CRM Claim – A customizable end-point CRM solution for legal firms. You get an industry-specific product with all the functionality you need to grow your business.

Pros

  • Excellent client management and client intake features
  • Integrates with WordPress and Clio
  • Free online training and support
  • Law-firm specific
  • Excellent value for money
  • Includes forms and document templates, with e-signature functionality

Cons

  • No mobile access
  • Some things not customizable
  • Task management features could use improvement

#6 Zoho

Zoho CRM is a flexible solution for your law firm’s customer relationship management. The CRM doesn’t have a specific design for law firms, but it offers a flexible interface that suits any industry. Zoho provides plenty of functionality, with built-in marketing and reporting tools that drive your marketing efforts and customer relationship management.

CRM Claim – A sales CRM for smarter, faster interactions with your clients.

Pros

  • You get three users for free with your subscription
  • Excellent sales automation tools
  • Features for lead management and accounting management
  • Scales with your business
  • User-friendly interface
  • Automatic updates included

Cons

  • Not specific to law firm use
  • Some users find it buggy
  • Tech support isn’t the best

#7 Copper

Copper CRM is the company previously known as ProsperWorks. This cloud-based tool gives you a complete snapshot of your customer base, providing you with a range of useful marketing tools to promote your firm. Its handy automation helps you get through your marketing tasks fast, with custom reporting on your campaigns.

CRM Claim – This CRM works for your business, letting you spend more time on moments that matter to your organization.

Pros

  • Complete integration with a wide range of software tools
  • Compatible with Slack, G-Suite, and Dropbox + more
  • Email marketing integration with lead tracking and sales activity monitoring
  • User-friendly interface
  • A light CRM that’s cost-effective for your business

Cons

  • Not specific to law firms
  • Some reports of billing issues
  • Reporting could use further customization

#8 One page CRM

One Page CRM is a fantastic small business solution for all industries. It might not be law specific, but that won’t make a difference. You get a platform for converting leads and nurturing your customer relationships. The system focuses on sales and marketing, with a range of useful digital tools to build and manage your database.

CRM Claim – Let One Page CRM help you capture more leads and convert more customers. Reach your business targets and achieve your expected outcomes.

Pros

  • User-friendly navigation
  • Track prospects and customers
  • Intuitive dashboard interface
  • Built-in dialing and email functionality
  • Excellent speed and flexibility
  • Fast and efficient customer support
  • Mobile compatible with a dedicated app
  • Affordable cost for smaller law firms

Cons

  • Reports of customization issues
  • Few integrations options
  • Search function not great
  • Additional users cost more

#9 SugarCRM

SugarCRM offers you a CRM solution that started as free, open-source software. This CRM brings you customizable options for controlling every aspect of your client relationships and marketing efforts. It’s a good choice for startups bootstrapping a business, looking to keep costs low.

CRM Claim – SugarCRM bills itself as the most customizable CRM option available.

Pros

  • User-friendly navigation and interface
  • Customizable web interface
  • Excellent custom reporting functions
  • Cost-effective solution for smaller law firms
  • Scales with your business
  • Options for cloud-based and on-premises versions
  • Mobile compatible
  • Excellent customer support

Cons

  • Not law specific
  • Some issues with speed
  • A somewhat steep learning curve
  • Certain customizations require the assistance of a developer

#10 Infusionsoft

Infusionsoft is one of the leading CRM brands for personal and business use. This CRM offers a range of marketing and automation tools suitable for use in any business model – from personal development to legal firms. Infusionsoft is more of a high-end solution, focusing on automation and marketing, and it might be too powerful for your practice.

CRM Claim – a comprehensive online CRM and marketing tool to help you receive the best results from your campaigns. You get one app with all the essential tools you need for client management and marketing.

Pros

  • Powerful cloud platform
  • Plenty of marketing and automation tools
  • Detailed custom reporting
  • Integrates with social media campaigns
  • Suitable for advanced marketing campaigns
  • The platform is under constant development

Cons

  • Some reports of poor customer service
  • Advanced marketing tools might be too much power for your business
  • Expensive running costs
  • Steep learning curve
  • Clunky user interface

#11 Insightly

This CRM is a popular choice for all types of small businesses, including law firms. It focuses on capturing new leads and clients, and you have an enterprise option for larger law firms.

CRM Claim – Develop lifelong customer relationships and track lifetime values. With this CRM, you can experience a 20% annual growth in new clients to your business.

Pros

  • Integration with Google, Microsoft Office, and MailChimp
  • Easy to navigate user interface
  • Manage pipelines, tasks, follow up, and contacts
  • Compatible with Android and iOS devices
  • Generate custom reports
  • Affordable for small law firms
  • Excellent tech support

Cons

  • Not specific to law firms
  • The mobile app has some issues with functionality
  • Some user complaints with backups

#12 OnSite CRM

OnSite CRM offers you a cloud-based solution, and it’s one of the lesser-known options in this review. You get a functional relationship and case management platform, with a good selection of sales and marketing tools.

CRM Claim – Automate your sales processes and your lead generation with OnSite CRM. You get valuable insights into your customer relationship and sales process, along with useful AI marketing tools that yield fantastic results for your campaigns.

Pros

  • SMS and email marketing tools available
  • Systems for lead tracking and conversion
  • Sales automation tools to optimize workflows and customer contact
  • Customizable features
  • Case management and document management systems
  • Detailed, custom reporting tools
  • User-friendly interface
  • Integration with MailChimp, Google, QuickBooks
  • Compatible with mobile devices

Cons

  • While it has a functional platform, OnSite can’t seem to gain traction with its user-base

#13 Vtiger CRM

Vtiger offers you a cloud-based CRM solution, with more than 300,000 businesses worldwide using the platform. There are custom, industry-specific modules, with categories for healthcare, legal firms, education, manufacturing, and more.

CRM Claim – A user-friendly platform with customizable CRM functions for sales, marketing, and customer service management.

Pros

  • Excellent sales and marketing tools
  • Create and track custom marketing campaigns
  • Workflow automation
  • Customer relationship modules for tracking client service
  • User-friendly interface with decent speeds
  • Mobile compatible
  • Reasonable pricing considering the depth of the platform
  • Excellent customer service

Cons

  • Not as feature-rich as the other options
  • The search function isn’t very good

Conclusion

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