Customer relationship management software used by law firms are meant to help lawyers, paralegals, legal assistants, and administrators manage clients, leads, and cases.
These systems hold all client information, including contact information, account history, legal documents, invoicing, and more. With the help of a CRM platform, law firms can provide stellar service while ensuring all case information is secure.
Beyond typical CRM features and functions, law firm CRM software typically include in-depth client or lead profiles, document management, multichannel communication, and advanced reporting and analytics.
I found some of the best legal CRM software are general providers that can be adapted into an industry-specific solution. My list below includes Creatio, HubSpot, monday sales CRM, and others.
| Software | Lead and client profiles | Document management | Multichannel communication | Reporting and analytics | Starting premium price* |
|---|---|---|---|---|---|
| Creatio | Yes | Yes | Yes | Yes | $15 per user per month |
| HubSpot | Yes | Yes | Yes | Yes | $15 per seat per month |
| monday Sales CRM | Yes | Yes | Yes | Limited | $12 per user per month |
| Pipedrive | Yes | Yes | Yes | Limited | $14 per user per month |
| Capsule | Yes | Yes | Limited | Yes | $18 per user per month |
| Engagebay | Yes | Yes | Limited | Limited | $11.95 per user per month |
| *Price when billed annually. | |||||
Creatio offers an all-inclusive case management solution that integrates with the Service Creatio CRM. Its powerful capabilities enable law firms to automate customer service workflows and enhance client satisfaction. This software helps organizations maintain compliance with regulatory requirements and typical industry standards. Features like access controls, audit trails, and data encryption ensure security while reducing the risk of breaches.
| Pros | Cons |
|---|---|
| 14-day free trial. | Users report a learning curve when implementing the software. |
| Can support multiple languages, including English, Spanish, French, Dutch, and more. | Some users report limitations with data entry, especially on the go. |
| Users praise the robust customization options. | The mobile app has some constraints around functionality and usability compared to the desktop version. |
Creatio is a no-code platform that helps users automate workflows with robust customization options and freedom. Other than legal professional services, Creatio can be implemented in banking, manufacturing, transportation organizations, and more. Users can retrieve documents, track case progress, and collaborate with team members from any location.
While Creatio offers no-code customizations, users still report a slight learning curve. If you’re looking for a similar option with easy set-up, I suggest Engagebay or Capsule.
HubSpot Smart CRM has free tools to connect your data, teams, and customers all on one platform. Seamlessly unify your marketing, sales, and service teams with an AI-powered solution. HubSpot can connect users with everything needed to deliver exceptional client experiences. As a solution for professional services, like law firms, HubSpot can help you allocate resources, manage projects, and connect teams.
| Pros | Cons |
|---|---|
| Free plan available with good functionality. | Premium plans can be costly compared to others on this list. |
| Users report quick and easy software deployment. | Users report occasional bugs around data. |
| Offers over 1,500 possible integrations. | Doesn’t offer live customer support for free users. |
HubSpot is a popular AI-powered CRM platform that offers a robust free version of its software. The call tracking, analytics, and reporting and playbook features help users manage end-to-end processes, including support. HubSpot also offers over 1,500 integrations, making it an easy CRM to implement into any tech stack.
While the HubSpot free tier is feature-rich, there are some advanced tools only accessible in premium plans. HubSpot’s premium subscriptions can be considered costly for startups or small businesses, so if that’s the case, we’d consider looking into Engagebay for similar support features.
For more information, read the full HubSpot review.
monday sales CRM offers a scalable workflow solution for streamlining cases and deals management and enhancing legal team collaboration. With a dashboard built for centralized account management and integrations with external tools, any user can track the ongoing process of projects by using task dividers. Additionally, the platform can be customized to meet the firm’s needs and even offers onboarding and training to get started.
| Pros | Cons |
|---|---|
| 14-day free trial. | User access control per group is only available in Enterprise tier. |
| Offers unlimited contacts and client profiles. | HIPAA compliance is only available for highest paid tier. |
| Users praise easy-to-use interface and dashboard navigation. | Users report some technical bugs with notifications within the platform. |
monday sales CRM is a flexible and collaborative CRM provider. While considered a generalized solution, it can reliably manage sales processes for specific industries such as legal, real estate, IT, and financial services.
monday sales CRM and Capsule both provide advanced workflow automations that can streamline and cut out mundane legal tasks. However, Capsule offers a free version of its platform that is similar to monday, making it a cost-effective alternative.
Want to learn more? Read our detailed monday sales CRM review.
Pipedrive can streamline day-to-day activities and increase profitability for law firms, especially with a centralized interaction database. Users can track multi-channel communications, manage requests, and review cases from one CRM dashboard.
Further communications tracking features include email delivery and open rates, log contact notes, plus call and activity history with clients.
| Pros | Cons |
|---|---|
| 14-day free trial. | No free-for-life version. |
| Designed specifically for small to midsize businesses. | Add-on features can get expensive. |
| Offers 24/7 support. | Users report limited advanced reporting. |
Pipedrive is another popular general enterprise CRM platform designed for growing businesses. Its interface is intuitive and easy to navigate for anyone of any technical background level. Additionally, Pipedrive offers all the core features for managing customer information, automating, and scaling your firm’s entire sales cycle.
While Pipedrive’s premium plans are competitively priced, it doesn’t offer a version of its platform for free. If you want to try a similar sales CRM with robust integrations, I suggest looking into HubSpot.
Want to learn more? Read our detailed Pipedrive review.
Capsule makes consistent data capture and access possible under a centralized system. For example, Capsule will capture and store client information and link out to documents. All of this saves time and lowers the cost of storing physical paperwork.
| Pros | Cons |
|---|---|
| 14-day free trial. | Free version lacks advanced reporting features. |
| Offers robust security features. | Users report limited AI functionality. |
| Users report responsive and helpful customer support from Capsule. | Users say third-party integrations could be improved. |
Capsule is smart and simplified online CRM software. The basic CRM can give users access to a main dashboard, calendar and task management tools, Outlook and Gmail integrations, and two-factor authentication for added security.
It’s a straightforward sales tool that can provide law firms with everything they need to manage clients, their pipeline, analytics, and even workflow automations.
While both HubSpot and Capsule can provide sales analytics and reporting tools that display law firm revenue and individual reporting, HubSpot has over 1,500 apps that can be integrated into the platform.
To learn more, head over to our detailed independent Capsule review.
EngageBay can align marketing, sales, and support teams around a single 360-degree view of all clients. The profiles offer custom fields to generate reports and summaries. EngageBay can capture leads from your website and prioritize based on an AI-powered predictive lead scoring tool for streamlined client intake. With its user-friendly user interface, you can easily navigate through client history to find the information you need.
| Pros | Cons |
|---|---|
| 14-day free trial. | Call scripts and recording features are only available on highest premium tier. |
| Users praise All-in-One suite for its ability to consolidate different solutions in one platform. | Users report limited reporting features compared to other general CRM solutions. |
| Users report easy platform setup. | Users report encountering minor glitches and bugs. |
EngageBay is another affordable CRM provider that has found its way onto our guides for top contact center CRMs, free CRMs, and CRMs for small businesses. EngageBay’s All-in-One suite offers a cohesive marketing, sales, and support tool for law firms.
Both EngageBay and Pipedrive are well-rounded CRM providers that offer multiple native solutions capable of integration. If you’re seeking a similar platform to EngageBay, I suggest looking into Pipedrive for that reason.
To learn more about this CRM provider, read our EngageBay review.
Now that you have our rated list of the best law firm CRM software, I suggest requesting demos, signing up for free trials, or communicating with the sales teams of the providers on this list. It’s important to understand CRM best practices and typical CRM pricing before committing to a contract.
Below are questions to ask when researching legal CRM software:
FORUM: Here are some factors to consider when choosing a CRM.
When reviewing the top CRM software for law firms, I used our in-house rubric with outlined criteria and a special focus on client, case, document, and invoicing management. After I scored each provider with the rubric, an algorithm calculated an overall star rating. Beyond summarizing key features and pricing plans, I also assigned each software an ideal use case.
Here’s a breakdown of the scoring criteria used to review each CRM provider:
PREMIUM: Choosing the right CRM for your organization.
A CRM solution specifically for law firms is a customer relationship management tool that acts as a one-stop shop for all client information, activity history, and case details. In addition to CRMs that are made specifically for legal customers, generalized CRM providers can also offer unique solutions catered to the needs of a law firm, as found on our list of top law firm CRMs.
Yes, it’s common for law firms or legal agencies to use CRM software. Core CRM features such as revenue tracking, management of client intake, appointment scheduling, and marketing automations can all be adapted to the legal industry for increased business efficiency.
Just as any business would, law firms gain many benefits from using a CRM solution. Beyond improved collaboration and strong client relationships, CRMs can provide security and privacy for sensitive data. CRMs also allow for more transparency around cases between lawyers and clients, easy access to critical documentation, and, of course, invoice management.
