Best CRM for Legal Firms: Top 15 Picks for 2024

Everyone knows that a business is all about connections and bonds. Legal firms especially cannot afford to lose clients and, therefore, must do everything to gain their trust. More than 78% of law firms leverage some type of legal solution for CRM for legal firms application to help in communication, organization, and overall client interaction.

Choosing the best legal CRM software can simplify decision-making and enhance client relationships, enabling appropriate evaluation to help legal firms and their attorneys focus on what is most relevant – giving the best in legal service to potential clients.

Check out our list of 15 of the best free CRM for legal firms, including some of the most flexible and affordable CRMs available.

What Is Legal CRM Software for Legal Firms?

Legal CRM software stands for a client relationship management tool specifically designed for law firms and is well suited for managing the interactions between a firm and clients, as well as case and firm management. For legal firms, a CRM for legal firms consolidates the client information especially contact details, a case history, communication interactions, and billing. These features assist in the intake process, accessing the performance of a firm, and handling workflow, communication, and relationships with the end clients.

Some benefits of using full popular CRMs for law firms and legal software for law firms include:

• Improved Client Communication: Monitor and follow each contact made with a client, guaranteeing a timely and efficient response.
• Increased Efficiency: Optimise the client list logs to minimize time usage on the documents, minimizing mistakes, so that the attorneys can concentrate on the key legal responsibilities.
• Better Decision-Making: Convenient access to extensive information that could be helpful in making essential decisions.
• Enhanced Client Retention: Follow up and remind clients to ensure that you retain them and keep them full of joy.

Top 15 Best Legal CRM Software for Legal Firms in 2024

Due to the availability of many law firm CRM software solutions, it gets difficult to decide which one is the best free CRM for legal firms. That way will save you time in searching because we’ve done the best researching for you. Here are the top 15 most popular CRM software solutions for legal firms:

1. CrmOne

CrmOne is a highly flexible CRM for legal firms system that distinguishes itself by simple installation and additional functionality for lawyers. On-demand solutions include work automation, a client intake process, document management, and configurable definite processes which are helpful for legal law firms. Not only is CrmOne one of the most popular CRM software for legal firms platforms, but learning its targeted features doesn’t dilute its professionalism.

Pros:

• All-round legal documents can save you time on recurring legal tasks.
• Works well with other practice management systems.
• Offers affordable pricing plans for businesses of all sizes.

Cons:

• Limited features in the free trial.
• Requires technical setup for advanced customization.

Pricing:

Plan	Price	Description
Start-ups	$9.99	Ideal for small businesses starting with CRM solutions
Professional	$14.99	Suitable for growing businesses needing more advanced features.
Enterprise	$19.99	Best for larger enterprises requiring comprehensive CRM capabilities.

2. Lawmatics

Lawmatics is one of the most popular law firm CRM software solutions providing tools specifically for legal firms. It includes client and case management, documents, forms, timekeeping, and invoicing. Emails can also be best accommodated and managed together with client schedules, appointments, client intake forms, and communication schedules.

Pros:

• Tailored features for specific legal practices.
• Easily access case law through legal discovery databases.
• Improves client communication by sharing case updates digitally.

Cons:

• Requires technical skills to customize.
• Steep learning curve due to complex features.

Pricing:

Prices start at $149 per user per month. Slightly higher, advanced packages range from $499 to $1,149.

3. Clio

Clio is another most popular cloud-based CRM for legal firms platform, relationship management largest CRM vendors software, dedicated majorly to law practices. Pricing includes case management, time tracking, and billing, and it has a strong integration to manage the law firm and relationship management CRM software more systematically. Overall, using Clio, firms can easily track leads, organize contacts, and oversee various workflows.

Pros:

• Most popular CRM platform & exceptional customer service.
• Facility of document automation and another special report.
• Affordable CRM solutions for big or small legal firms.

Cons:

• Other features such as automation are available only in pro plans.
• Customizations may require additional setup help.

Pricing:

Ranges from $39 per user/month as Easy Start to $129 per user/month as the Complete plan.

4. Zoho CRM

Among various largest CRM platforms, Zoho offers inexpensive CRM solutions for the work of different types of companies including legal firms. This one features features to deal with the client data, tools for leads, ways to tracking the performance and also data entry and analytics tools.

Pros:

• Cheap CRM packages starting at $12 per user/month.
• Easily integrates with other Zoho apps and business tools.
• Automate tasks to save time and work smarter.

Cons:

• Restricted abilities of legal practice management.
• Difficult to learn for new users

Pricing:

Starts at $12/user per month.

5. Law Ruler

Law Ruler offers CRM for legal firms with legal-specific features and integration with LawPay and practice management software systems. Both solutions are well-integrated with marketing platforms, to provide a smooth experience for law firms.

Pros:

• Tools to convert leads into clients more efficiently.
• Timesheets and attendance tracking integrated with billing.
• Fully customizable workflows.

Cons:

• Less effective for marketing compared to other platforms.
• Can be expensive for small firms.

Pricing:

Beginning with $169 for the Pro plan.

6. HubSpot CRM

HubSpot is a common CRM system that, while not specifically targeted at legal professionals, has a free version that would be perfect for solo practices and small law firms willing to try out the functions of the CRM. Its marketing, sales, and customer service applications are especially nice because they’re linked and easy to use with existing and prospective clients, too.

Pros:

• Offers powerful marketing and sales automation tools.
• Ideal for solo lawyers and law firms or individual lawyers and practices.
• Works well with other software.

Cons:

• Limited legal-specific tools may require customization.
• Advanced features are available as paid upgrades.

Pricing:

Basic ones are free, paid ones are offered at $18 monthly and above.

7. Salesforce

Salesforce is one of the largest CRM vendors for lawyer platforms available in the market today, and it has the flexibility that legal firms can enhance. It has lead and customer relationship management functions, workflows, and analytical capabilities.

Pros:

• Highly compatible with other software.
• Online, can be used anytime, anywhere with an internet connection.
• Some popular legal CRMs have a strong online reputation and global reach.

Cons:

• Less flexible and requires more setup for law firms.
• Large packages that are not viable for a smaller firm.

Pricing:

One is free, and the paid plans start from $25 per month, though in the business plans, it goes up to $1,250 per month.

8. Pipedrive

Pipedrive is one of the cheapest CRM software platforms and holds tools like tasks, new clients,’ categorization, and follow-up automation. While it is not legal-based it can be further tailored for use by law firms.

Pros:

• Cheapest CRM tool starting at $9.90/mo.
• More than 400 options to choose from for the desired level of flexibility.
• Easy to use for simple client handling.

Cons:

• Limited advanced analytics and its reporting.
• Marim (2007) indicated that there are no native legal-specific modules in this system.

Pricing:

Starts at $9.90 per user/month.

9. InterAction

Implement it and increase your sales and get ahead of your competition. The customization options will let you do marketing in the best possible way and increase your ROI.

Pros:

• Designed for legal compliance.
• Customize the software to fit your law firm’s specific needs.
• Easily integrates with Microsoft Outlook.

Cons:

• Pricing is not publicly available, making it difficult to determine costs.
• Requires technical knowledge to set up custom reports.

10. Insightly

The basic features of Insightly include marketing automation, and customer service management, among others. It isn’t legal-specific yet, but its strong incorporation capabilities make it applicable to law firm corporations.

Pros:

• All-round marketing automation solutions
• Ease of modification and simplification of the interface.
• Offers affordable pricing with flexible options.

Cons:

• Few legal-specific features.
• Additional features require extra costs.

Pricing:

Priced at $5/claim and there is a Plus plan that is $99/month.

11. Freshsales

It incorporates Artificial Intelligence in the aspect of client interaction and sales enabling law firms to manage clients. While not targeting only law firms its legal services alone, it provides solid means for communication regulation client portals.

Pros:

• Uses AI to personalize client communication.
• Free option available, suitable for small to medium-sized businesses.
• In-Built Communication Tools: Telephone and text facilities.

Cons:

• Limited integrations with other apps.
• Slow customer support response times.

Pricing:

Starts at €15/month.

12. Keap

To explain how it can help with lead management and marketing automation, Keap provides its users with the following tools. Clients can also follow up easily, save time when it comes to communicating their marketing efforts, and in turn have enhanced satisfaction with client relationships.

Pros:

• Automation Capabilities: Reduces the time required for client consultation and subsequent subsequent follow-ups.
• Variety of Tools: Allows text and email marketing.
• Flexible Integration: Syncs with popular affordable CRMs apps.

Cons:

• Limited Legal Customization: Requires additional setup.
• Price: The product appears relatively expensive for larger law firms as observed from the current analysis.

Pricing:

Starts at $159 per user per month.

13. Captorra

Captorra helps law firms with legal client relationship management, client acquisition, matter management, and referral management, putting together a legal CRM.

Pros:

• Efficient in managing client access and such other related matters as referrals.
• Business analytics tools help to improve decisions.
• Legal-specific features make matters management easier.

Cons:

• Pricing is not listed publicly.
• Small customer support access.
• Must be properly trained to get the best results out of it.

Pricing:

Visit there website for pricing details

14. Intapp

Overview: Intapp’s products is a web-based CRM for legal firms, which makes it a suitable service provider to manage client relationships for legal professionals since law firms manages it of different sizes and can ramp up and acquire it on the cloud.

Pros:

• Easily sharable since they reside in the cloud.
• Points of the flexibility of customization.
• A larger selection of tools for business.

Cons:

• Website information is inconsistent, including strategic decisions, company value chain, and pricing details.
• Must be set up by an IT professional the first time a system is used.
• As with all profession-specific features, legal-specific features are few.

15. LawGro

Time track, control and all other administrative solutions that LawGro offers are all built with help of artificial intelligence – and are optimized for legal businesses.

Pros:

• AI-based timekeeping.
• Reasonable for the single attorneys and lawyers.
• This has included broad support.

Cons:

• Complex document processes.
• Lacks workability for large firms
• Is rather limited concerning the implemented possibilities and options and allows only simple case management facilities.

Pricing:

Starts at $29 per user per month.

Conclusion

Selecting the right CRM for legal firms depends on your legal practice management software and cost factor. Whereas some programs offer integrated legal-specific solutions like Lawmatics with specialized features and Law Ruler, many of the platforms mentioned are customizable general solutions such as HubSpot and Salesforce.

The important thing is to define the necessary list of characteristics your firm requires and choose the platform that will agree with your working patterns and financial means. When looking for the ideal fit for your firm you should not shy away from signing up for a free trial or demo.

If you don’t have a CRM for legal firms it is high time that you sought the services of one. Implementing a CRM for legal firms will enhance client management, business flow, client communications, and overall firm development.