How much time and how many potentially billable hours are you wasting by tracking leads, prospects, and clients?
You can easily solve this problem by investing in a CRM or upgrading your existing CRM to give you what you really need.
In today’s law firm CRM reviews, I’ll be exploring the leading platforms so can make an informed decision the easy way.
Top 14 Law Firm CRMs
- Law Ruler
- OnSite CRM
- Copper is fully compatible with G Suite products, Google Calendar, and GMail enabling law firms to successfully integrate their processes from lead to settlement for a wide range of clients
- Ideal for small to medium-sized businesses
- Productivity and automation includes contact enrichment, project management, multiple pipelines, team collaboration, workflow automation, and bulk email and templates
- Integrations include: single sign-on/user provisioning, Zapier Integration, Developer API, and business subscribers have the option to build their own embedded integrations
- Copper offers a range of reporting options ranging from basic to sales reporting, activity reporting, lead and sales insights, leaderboard, and goal tracking
If productivity is high on your list, Copper is a no-frills, easy-to-use CRM platform. Copper is closely aligned with the Google environment. In fact, when you use it you could easily assume it’s a Google product.
All the features can be accessed from your Gmail inbox. It’s so well integrated with G Suite that it works seamlessly with the Google platform which is ideal seeing as it’s one of the most widely used platforms.
Copper offers three very competitive pricing plans:
Basic at $25 a month: for a maximum of 3 users and a maximum of 2,500 leads.
Professional for $59 a month: for unlimited users and a maximum of 15,000 leads.
Business at $119 a month: unlimited users and unlimited leads.
Billing typically occurs annually, but you can opt to pay monthly for a slightly higher tariff. Copper isn’t geared to just law firms, it’s also aimed at real estate, consultancies, agencies, corporate development, and technology firms.
- This CRM doesn’t have too many confusing add-ons. Its streamlined approach makes it user-friendly without any fluff to bamboozle users
- Offers a free 14-day trial, no credit card required
- Full email integration, workflow automation, and lead management
- Copper is not specifically designed for law firms
Copper is a solid choice if you’re a small to medium sized law firm. It’s compatibility with G Suite and Google products makes it a user-friendly option. It’s also one of the more competitively priced CRM offerings.
- Customizable performance reports
- Call notes, contact details, emails conversations all centralized in one place.
- Complete sales process automation
- Enables team collaboration with ability to add colleagues to a conversation.
- Management pipeline interactively with visual ‘board view’
Nutshell is a generic CRM system that is perfect for tracking emails and pinging information between internal staff. It has a great feature where you can put an ‘@; sign on a comment and leave comments regarding clients. This feature takes a lot of chasing-up out of the process.
Nutshell is easy to use and intuitively designed. Everything is controlled from the dashboard. From here you can view schedules, appointments, contact information, and launch activities.
This CRM boasts other features such as bulk email templates, performance tracking and reporting, multi-channel customer support, automated sales process, mobile apps, and allows team collaboration.
Devices supported include Windows, Android, iPhone/iPad, and Mac, and is aimed at small, medium-sized, and large companies.
While Nutshell isn’t specifically aimed at legal companies, many firms find that Nutshell fits their needs.
- Cost-effective and good value for money
- Easy to use and very user friendly
- Offers a free trial
- Limited options for customizing, and little integration with social media
While many users rave about Nutshell for its ease of use and cost-effectiveness it does have its limitations.
Due to the limits of customization, Nutshell may not be the best choice for a law firm that intends to grow. If you expect to expand in the next couple of years you may want to go with a more versatile option.
- Generic CRM tool for managing sales, marketing and customer service activities
- Marketing software for email marketing, social media, marketing analytics, ads, and a marketing plan generator
- Sales management software for lead management, pipeline management, sales automation, online form building
- Customer service software includes business templates, meeting schedule app, helpdesk software, and invoice template generator
- Aimed at small businesses
HubSpot offers its services for free to new users which allows small businesses to upgrade for more advanced services if they’re happy with the service.
While Hubspot isn’t specifically tailored to law firms, it works pretty well for small businesses.
This CRM has an intuitively designed interface that’s pleasant to use. Its free features include live chat and bots, lead generation, advertising tools, and helpdesk tools.
To use the CRM’s email marketing tools you’ll have to upgrade to a package which start at $45 a month.
Hubspot also incorporates Piesync which syncs data in real-time, meaning you’ll have live up-to-date statistics at your fingers.
There are three paid options with Hubspot:
The Sales Hub Starter starts at $45 a month. This includes 1000 marketing contacts and tools for audience attraction, understanding leads, and engaging leads.
The Professional package is quite pricey at $800 a month. For this you get all the features of the starter package plus automated and personalized marketing, SEO optimization, and custom reports. This package also includes 2000 marketing contacts.
The Enterprise package includes 10,000 contacts, the Professional package plus team and brand management software, advanced platform extensions, and advance reporting including behavioral triggers.
- Free service with paid add-ons for sales, marketing, and customer service.
- Intuitive interface that’s easy to learn and use.
- Fantastic email integration
- Can get pricey once you start using the add-ons
Hubspot is certainly one of the more innovative CRM platforms out there. It has so many features however, that one can feel a little overwhelmed. Despite the many features the great thing about Hubspot is the service is completely free so you get to try it out before you part with a single dollar.
Definitely worth a shot.
4) Keap and Infusionsoft
- Keap Grow is aimed at startups and new businesses who wish to respond to their customers’ needs rapidly and efficiently
- The Keap Grow option is aimed at more established businesses who wish to keep track of sales and marketing campaigns
- The Infusionsoft package is for sales teams who need to customize campaigns, integrate with apps, as well as advanced automated sales and marketing campaigns
- Elegant workflow with drag and drop interface
- Unlimited campaign categories such as birthdays, nurture, and consultation
Infusionsoft is now Keap which explains why two packages are named Keap and one is named Infusionsoft. While Keap is predominantly aimed at small businesses, this CRM has the capability to centralize sales and marketing activities for medium sized enterprises also.
A neat feature of Keap is the smooth interface design which features a real-time dashboard so you can watch live as people react to campaigns. It’ll notify you of actions such as when someone reads an email and will display the contact’s details immediately.
Infusionsoft has huge reporting capabilities. Customized reports are possible for any scenario possible . Its flexibility is ideal for creative business strategies.
There is no limit on what Infusionsoft can do. It’s a comprehensive solution to all sales and marketing activities. You can customize the CRM software whether you practice personal injury or family law.
This CRM is a solid centralized solution for small law practice owners who must perform multiple sales and marketing activities. There’s no excuse for missing out on follow-ups with Keap/Infusionsoft.
- Offers 20% discount for the first 6 months if you sign up within
- Won best CRM software award by products for SNB
- 82% of users increase their lead conversion rates with Infusionsoft
- Slightly more expensive in comparison to other CRM solutions
If you love to geek out on lots of features then we would recommend Keap/Infusionsoft as there is no limit to what you can do. But, if you’re newer in business you may want to consider a platform that’s scaled down as the features can be somewhat overwhelming. The price point is a little high. It is worth the money as it’s a solid all-in-one solution, but there are cheaper and simpler versions out there to get you started.
- Keeps track of leads, prospects, notes, and upcoming meetings
- Helps to close business opportunities
What we like about Insightly is how it presents leads and prospects in one easy to view visual representation. The home page is similar to a Google interface and simple to read. There’s no news feed, just a list of activities that all users can view.
The CRM allows users to prioritize and schedule tasks as well as assign them to users. You can also link contacts to tasks. Insightly automatically populates users’ profiles with tasks as you assign them.
Users have access to the Opportunities section to identify contacts and leads. Opportunities can be filtered by closed, open, or all opportunities. When a user drills down into a contact they can see at a glance what form of contact is scheduled.
Insightly includes a project management tab, a feature that other companies typical charge extra for. It is also well integrated with Dropbox, Microsoft Onedrive, and Google drive.
Email tracking is easy to use and reports are available for all types of activity from tasks and leads to opportunities.
- Integrates well with email and social media
- Easy to organize data among users
- Streamlined interface is Ideal for businesses with little experience of CRM
- Can be a bit slow when processing data and limited customization
We would suggest Insightly is a great CRM to start off with due to its simple intuitive interface. If project management is important to your business then Insightly is an ideal option.
6) LexisNexis Interaction
- Detail oriented to give you a full picture of legal contacts
- Integrates effectively with other business programs such as billing, HR systems, and document management systems
- Well integrated with Microsoft Outlook
- Notifies you when other staff interact with contacts
LexisNexis are leaders in providing professional business services to the legal industry. Their CRM system is ideal for law firms that wish to solve their data chaos headaches and transform them into business growth opportunities.
Law firms regularly feedback that Interaction significantly improves partner workflow and in turn generates more business.
A lot of data is difficult for lawyers to digest, they have enough information to process. Interaction CRM allows law firms to isolate categories of data so it’s more efficient.
Interaction isn’t just a sales and marketing tool, it’s a growth strategy tool. It allows practices to monitor a law firm’s strategy. As all staff use the tool the company as a whole gets to monitor the company’s growth, which improves motivation.
Legal secretaries and PAs rush to add information as they can see the strategic benefit to the lawyers they support and the direction of the company.
- Specifically developed for the legal industry
- Marketing interface is separate to the interface for casual users
- Also holds information about internal staff
- Technical support documentation is lacking and needs updating
This is a powerful tool that’s popular with law firms. Many practices find it helps them to grow their business. It helps lawyers to listen to their clients and reveal the customers’ opinions of them. Feedback to lawyers is vital so that they understand what patterns are happening with their clients.
7) Law Ruler
- Integrated with a wide range of software programs
- Case management capabilities for specific practice areas
- Task management to assign tasks/cases/matters to lawyers
Law Ruler is a CRM and law practice management tool with a sense of urgency about the customer. For instance, when someone calls the practice the Law Ruler will send an SMS with an intake form to the caller and a message to the user to say the caller is completing the form. This ensures that the caller receives unparalleled customer service.
Law firms enjoy using Law Ruler because it takes a lot of grunt work out of daily processes freeing partners up to focus on important activities. The programmers at Law Ruler are regularly developing and improving the system.
The company’s customer support is responsive and helpful. Support will typically call back within half an hour.
Many partners like the drip campaign and electronic sign-ups features. Documents can also be added and automated taking much of the mundane work away. It’s an effective tool to organize your mass tort cases and super simple to send to co-counsel.
- Very popular with law firms
- Excellent customer and technical support
- Easy to use and automates time-consuming and mundane tasks
- Doesn’t sync with G Suite or Google Docs
Overall, Law Ruler is one of the best law CRMs out there. The company’s dedication to customer service is one of the best. Law firms love using Law Ruler as it takes away the boring and menial work.
Definitely worth a try if you’re not Google-driven.
- Cloud-based installation
- Matter management specifically tailored to practice areas
- Works with Android, iOS, and web
- Automated workflow
- Appointment Scheduling
Clio, formerly Lexicata, is one of Clio’s suite of law software products. It is designed to be used as a standalone CRM software package or can be used alongside Clio Manage.
Some law firms find that Clio is invaluable for effective time-management, accounting, and email logging.
Clio is versatile; it can be adapted to any system. But, it is not a plug and play system. Law firms requiring a simple, off-the-shelf CRM system should opt for a simpler CRM solution.
Although tailored integrations may cost, you will only pay for the ones you need.
Clio can handle basic booking, trust accounting and billing no problem. But, if your accounting system is more complex you may want to look elsewhere.
If you’ve already got a mass of practice data, Clio claims that they can easily migrate this into this system without issues.
- Document automation means you don’t have to pay for admin support
- Intuitive and easy to navigate user interface
- The company strives to improve user experience
- The mobile app crashes a lot if you have a substantial number of users and lots of files
Many law clients rave about Clio saying how it makes their life so much easier, saves them time, and saves them having to hire help.
Some firms have minor complaints such as a glitchy mobile app and some gaps in terms of document sending and debt collection.
- Next Action™ is the philosophy behind OnePageCRM. It is focused on maximizing the actions of salespeople
- Cross-platform integration
- Well integrated with social media applications such as LinkedIn and Instagram
The great thing about OnePageCRM is that it doesn’t need to be installed. It works through your browser. It works find no problem with Google Chrome and the app also works on Android and iOS.
Rather than concentrate on companies, OnePageCRM gives each contact a dedicated sales process. It sees each contact as a client, not the company. This works well if a contact is made redundant or changes organisation.
OnePageCRM keeps the sales process moving with the Next Action philosophy, which explains why so many companies increase sales within months of trying it.
This CRM is particularly strong in terms of its integration with social media applications including Active Campaign, MailChimp, Calendar, Gmail, iCloud, Outlook, Skype, Dropbox, Google, Google Drive, LinkedIn and many more.
Learning to use the system is very easy. The customer support team answers any queries efficiently and are very helpful.
- Effective in increasing sales
- No installation required
- Integrated with wide range of systems and social media including Outlook and Google
- Doesn’t show the whole ‘life’ of a lead on one page
OnePageCRM is aimed predominantly at sales processes. This might not be a great fit for a law fit. But, if you’re a small outfit the sales side might be all that’s needed as it’s all about following up leads and making sure none fall through the cracks.
10) OnSite CRM
- Scheduling and billing allows you to schedule court dates, send email reminders, process invoices, track hours
- Settlement calculator enables you to track and update points for each case
- Case value monitor provides an overall birds-eye view of leads, case progress, bills and expenses
While OnSite CRM is a dedicated sales management tool, it is designed with certain industry sectors in mind, particularly legal.
This system is an easy to use cloud-based system designed with sales processes and efficiency in mind.
This CRM system has cutting edge features such as automated contact enrichment, meaning no data entry is required. You can identify your best leads and share them with the team so that you are all singing from the same page.
Another neat feature of OnSite CRM is that it automatically sends SMS messages. The system also uses AI to anticipate potential responses from clients which increases conversion rates and streamlines employee efficiency.
Billing and invoicing is also taken care of. You have the option to customize the invoice design to your requirements as well as autopay, manual pay or frequency of payments.
- Specifically tailored to the legal industry
- Excellent user-friendly interface
- Incorporates AI and email automation which improves conversion ratio
- No free trial offered
Onsite CRM has a friendly and helpful customer support team. Law firms generally find Onsite CRM easy to use and great for pulling reports.
- Comprehensive of integrated apps
- Cloud subscription-based
- Generic sales customer relationship management
- Used by many firms such as banks, Unilever, Ocado, and Virgin Media
Salesforce CRM is the largest CRM provider on the market. This is a cloud-based subscription service which means you pay monthly rather than purchase the software. Not great for some, but at least you get kept on the latest version.
SalesForce is becoming so popular in the CRM market they are now competing with SAP and Oracle. The company says that their app store is the best on the marketplace. Their site has many apps which integrate seamlessly with the CRM.
This CRM can work on any browser whether it’s Chrome, Firefox, Safari, or Internet Explorer.
Reports on TripAdvisor seem to indicate that this company may have grown so big that the small customer gets left behind.
- Longest established CRM provider
- Provides CRM to some big corporate companies
- Confusing price policy
This is the most established CRM out there. But, looking at the TrustPilot reviews it seems SalesForce is losing its touch with customer service. It may be best to stick with one of the newer players.
- Impressive case study history
- Proven to increase sales and productivity in high profile companies
- Strong reporting capabilities
- Easy to use and intuitive
- Can be customized to a business’s needs
SugarCRM claims to be the number 1 CRM on the market. Judging by their website it seems they have a very comprehensive offering with a good portfolio of satisfied clients.
Their website is a little overwhelming, there’s a wealth of information about the services.
The website offers 12 solutions starting with marketing, sales, and customer support CRM solutions. Other services include revenue analytics, artificial intelligence, email and calendar integration, relationship intelligence, and seamless integrations.
But, the company’s website does display some pretty impressive results from some high profile clients. According to the site SugarCRM boosted Tetley’s pipeline by 1100% and Agfa’s ROI increased 139% from using SugarCRM.
SugarCRM covers all industries including legal, wealth management, insurance, among many others. The company consistently receives positive reviews on sites like TrustPilot.
This CRM is great if you’re a bit geeky. The site is very complex and technical which may send some users to sleep and keep others awake at night.
- Transparent company with integrity that receives positive reviews from customers.
- Comprehensive and informative website
- Cater for all industries
- Services seem a little complicated
SugarCRM seems like a nice company to deal with. Their service includes the SugarClub Community and there seems to be an emphasis on quality customer care. The services seem a little confusing.
- Modular system that can be adapted
- Can be used on smartphones and accessed anywhere
- Use-friendly console
- Task automation
Vtiger’s CRM system is aimed at small to medium sized enterprises to assist them with long-term relationships.
The company was started in 2004 and has offices in San Francisco, California, and Bangalore when the system was open source.
The company has developed from strength to strength since.
Many customers are drawn to Vtiger due to their long established presence in the CRM industry and their competitive pricing structure. It receives consistently high reviews on TrustPilot from users who praise Vtiger for overpromising on a product without charging the earth.
It appears that this company has integrity and has a genuine desire to help, not just take your money and run.
Services include marketing CRM, sales CRM, and customer service helpdesk. They provide their service to around 300,000 businesses globally from Fortune 500 companies to mom and pop businesses. It sounds like these guys value every customer, big or small.
- Good reviews
- Honest and trustworthy
- Great customer service
- No free option
You get the feeling that this company not only has a good product, but they play fair unlike some firms that get greedy when they get too big. Highly recommended, even if they aren’t specialized in law.
- Gamification modules enhance sales staff motivation
- Been going since 2005
- Integrated with Google and other third-party systems
- Social media analysis tool
- Flexible pricing system
Zoho has headquarters in Chennai, India and California. It is a private company that released Zoho CRM in 2005, so the product is well established.
Zoho CRM is a part of Zoho Office Suite which includes a web-based word processor. The CRM is not specifically created for law firms but it is designed to help businesses follow-up leads, keep engaging their customers, and grow revenue.
With Zoho’s flexible pricing system, the CRM can be applied to any sized organization.
Gamification modules are a unique feature that help companies to motivate staff.
Their pricing is very reasonable indeed starting at free for up to 3 users. The most basic package starts at just $12 a month, the most expensive package being $45 a month.
Considering this CRM system has been around as long as others you’d think they would charge a fortune for their service.
But this company has kept the service affordable while still being competitive.
- Free for up to 3 users
- Gamification modules
- Competitively priced
- Slower customer support
This company has integrity. They purposefully keep prices down. We love the fact that they train university graduates up, 15% of their engineers come from training programs. Good product, great company definitely recommend.
Let us know if we missed your favorite law firm CRM in today’s round-up and don’t stint on finding the best platform for your law business.