5 Best CRM Systems for Law Firms

January 13, 2020 | Posted by Michael Dango

December 22, 2023

Leading technology have put on everything on fingertips now. Rather than being spending on days for scheduling and organizing an organization’s data, one can now rely on suitable software options easily. CRM systems have been evolved at a great phase these days. It gets quite difficult to create and manage the record of your business such as the number of staff members, the addition of new clients, building up new connections, etc. For running a business successfully, one must need to keep track of these things and a Customer Relationship Management system can better work for you in the same.

If you are choosing CRM software for your law firm it will help you in keeping a track of all of your crucial contacts and client data. One of the best things about this wonderful tool is that you don’t need to stay dependent on binders and spreadsheets for the same now. You can now perfectly streamline your workflow without requiring any external help. 5 Best CRM systems for law firms are:

Lawmatics

The name describes the tool well. Lawmatics is one of the finest CRM systems being present in the market that mainly focuses on law firms. The tool includes a list of custom fields, custom emails that one can use for getting help in drip campaigns. If you are willing to have automated software to take care of the intake process of your law firm, lawmatics will surely help you a lot. You can now easily manage your current and new clients and can easily optimize the intake process of the same as well. The presence of automated workflows is one of other major things why this software tool famous for.

Pros:

• Quite capable of managing calendar, conflicts, and documents
• Easy to use a CRM tool
• Includes automated email and task management
• Well design to provide custom fields and customized emails
• Quite effective in drip campaigns

Cons:

• Does not include billing and invoicing
• The time tracking feature is not being there
• Does not include any client portal
• Features like legal case management, trust accounting, and contract management are also not available

Law Ruler

It is one of the finest and absolute legal CRM system that is being designed to solve your different queries of law firms. You can now easily convert leads to signed clients and can easily automate as much of the intake you want for various processes of law firms. If you are willing to add on a multitasking software application into your account Law Ruler is surely the one you can trust on. The tool is supposed to be a perfect combination of five kinds of apps where one can easily enjoy CRM, text message marketing, email marketing, referral management and phone call tracking very conveniently.

Pros:

• Includes features like text messaging, email marketing, text e-sign, and phone call tracking
• Click to call dialer option is also included
• Well design to automate nurturing and conversion process
• Simplifies the client sign up process effectively
• Amazing customer care service
• Affordable costing
• Easy to learn and use interface

Cons:

• Does not include Gmail integration
• Is only available in USA and Canada
• Customization requires addon fees

HubSpot

If you are looking forward to a perfect CRM software that can help you in managing your law firm effectively. HubSpot is the one that can help you a lot. It is free to use software application that suits well to almost every budget. Users are free to grow up the plan as per the growth of the firm in the future easily. It is one of the finest automation tools that work automatically for tracking interactions using social media, phone, and emails. One can now easily set up drip campaigns and can follow up on the emails in advance just by using this software application.

Pros:

• Free to use
• Easy to learn and use
• Can be easily integrated with other CRMS in paid versions
• Includes features like sales, marketing, and service hubs
• Well design to support the thriving community of users
• Easy customization features

Cons:

• Is only beneficial for the larger firms
• Easy to customize and handle complicated sales processes

SalesForce

If you are looking forward to established CRM software in the marketplace, SalesForce would be the leading names that will flash up on your screen. It is virtually invented cloud-based CRMs that are being engaged to provide the most popular solutions to the world. The tool is quite effective to be used in medium-sized and larger firms. It is a high-end tool that can be easily customized using various wizards.

Pros:

• Quite suitable to be used in medium-sized and larger firms
• Easy to customize option
• Quite effective on expanding client database
• Provides greater customer support, sales, and marketing features

Cons:

• The interface is a little bit tricky
• Reporting portion is also quite complex
• Seems to be expensive for smaller firms

Interaction

Interaction is one of the most favored names in the list of best CRM software in the market. Coming up with an easy to use interface, this CRM software is well designed to synchronize with Outlook contracts and other systems effectively. Users can now easily aggregate and prospect client data to find out useful information from it.

Pros:

• Easy to learn and use interface
• Specifically designed for law firms
• Can be easily synchronized with Outlook contacts and other systems
• Comes up with an integration of business development software also

Cons:

• Quite expensive than others in the list
• Requires technical exteriorization for maintaining
• Being designed for mid-size and larger firms only