21 Best CRMs For Lawyers & Law Firms

The table below shows a quick price comparison of all the Lawyer & Law Firm CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
Freshsales	Free plan available then $11	21 day
Pipedrive	$24	14 day
Monday.com	$15	14 day
Capsule	Free plan available then $21	14 day
Keap	$199	14 day
Salesmate	$29	15 day
Quickbase	$35	30 day
Thryv	$199	14 day
Insightly CRM	$29	14 day
Vtiger All-In-One CRM	Free plan available then $15	15 day
OnePageCRM	$9.95	21 day
Podio	Free plan available	Free plan available
Bitrix24	Free plan available then $61	15 day
Nextiva	$30.95	No trial available
Clio	$39	7 day
Law Ruler	Not stated	No trial available
Lawmatics	Not stated	No trial available
FiveCRM	$65	No trial available
Captorra	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Salesforce

They offer a client-centric and data-driven platform which is designed to assist law firms.
It can help you to boost both your client and employee experiences through the provision of connected data.
The CRM can assist with attracting, understanding and nurturing your clients and deepening your relationships with them.
It can provide a digital transformation to deliver a platform that is more responsive, insight-driven and client-centric.
You can automate business processes to save time, increase productivity and enable your teams to focus on what really matters.
It supports team collaboration through having a single source of information.
You can streamline your processes through the CRM and its automations and AI.
It can be accessed through the mobile app to enable you to have remote access.
Access real-time data about your business to gain insights to assist with decision-making.
Learn more about the software by undertaking the 30-day free trial.

Website: https://www.salesforce.com/uk/solutions/industries/business-services/law-firms/

2. Zoho CRM

Offers a CRM that can be customized to suit law firms’ needs and operational processes.
They enable you to customize the modules and views to fit your requirements and terminology.
You can build workflows that follow your rules so that they match your processes.
They offer web forms that can be created and integrated into the CRM to collect data for you.
You can utilize automation in your workflows to help streamline activities and reduce admin such as assigning tasks.
The CRM is a central database for all case-related interactions and client data so there is a clear view of all cases and who is working on them.
You can track your communications and case history to maintain data compliance.
Advanced analytics are available to help you analyze your data and monitor what is happening.
The CRM can be integrated with over 50 apps and tools to increase its functionality.
Offers a 15-day free trial of the software.

Website: https://www.zoho.com/crm/solutions/usecases/law-firm-case-management.html

3. Freshsales

They claim to offer a leading modern CRM for law firms that can help build and nurture stronger relationships.
It is designed to help you manage and organize all your cases in one secure system and streamline your activities.
The CRM can handle everything from intake to settlement and record every interaction you have with prospects and clients.
You can customize the essential data points to match your requirements and ensure everything is captured.
They provide a simple form builder for your website which enables you to create and add forms to your website and collect the data.
They provide a case management tool which is customizable to allow you to capture everything about your cases without restrictions including attaching documents and e-signing.
Their deal management tool enables you to track the status of every deal.
They provide the ability to collaborate with connect data and also offer a Freshconnect integration to enhance the ability to collaborate more effectively.
It can provide actionable insights through the advanced reporting facilities which can support your decision-making.
A free plan is available for up to three users or you can access a free trial for 21 days.

Website: https://www.freshworks.com/crm/industries/law-firm/

4. Pipedrive

They offer a CRM that caters for big and small law firms helping them to manage their data more efficiently in a secure database.
They provide a single platform that can manage client relationships, track your cases and boost productivity.
Provides communication integrations including 24/7 conversational Chatbot, live chat and web forms.
They can support your intake with auto-fill documents, template intake forms and trackable e-signatures to speed up the intake process.
You can automate workflows, streamline client engagement and use pipelines which can reduce repetitive work and increase your efficiency.
You can utilize email marketing software to maintain relationships and engage existing and potential clients.
They provide a scheduling tool that can support clients in booking appointments.
The CRM can be integrated with over 400 apps to expand its capabilities.
They provide detailed dashboard analytics which enables you to see how your business is performing and find opportunities.
A 14-day free trial is available to sample the CRM.

Website: https://www.pipedrive.com/en/industries/crm-for-law-firms

5. Monday.com

Offers a CRM that they claim is powerful and efficient for lawyers.
It is designed to assist you in growing your firm, creating transparency, and retaining and attracting clients.
They provide a user-friendly platform that is fully customizable to match your needs.
You can set up automation to reduce repetitive processes such as follow-up reminders, notifications for important dates, and alerts when work is complete.
It allows you to visualize tasks, cases, updates and data in a range of ways.
The CRM enables you to track and maintain client relationships more effectively.
You can create workflows easily using a drag-and-drop functionality.
Offers a range of integrations to enable you to manage more of your operations in one place.
Access dashboards that can be customized with the information you want to see and run reports on high-level views through to small detail reports.
Take advantage of their 14-day free trial to find out more about how the CRM works.

Website: https://monday.com/s/crm-for-laywers

6. Capsule

They offer a CRM that caters for law firms that can aid your firm’s growth and focus on client relationships.
It is designed to attract more clients, improve engagement and drive growth.
The CRM can help improve client relationships by increasing client satisfaction through timely data and communications.
It can help you focus on building better relationships with both current and potential clients with increased data.
The software can assist you in prioritizing the right opportunities to maximize your profitability.
You can manage your pipeline more effectively and see where opportunities drop out.
It also provides team management, lead generation insights, personalized client experiences, workplace collaboration, task and activity tracking, scheduling and reminders.
The CRM can integrate with a variety of apps to extend its functionality.
It provides real-time data and analytics to allow you to learn more about your clients and your interactions to inform plans.
They offer a free plan for a maximum of two users and 250 contacts, and also offer a 14-day free trial of the software.

Website: https://capsulecrm.com/industries/crm-for-law/

7. Keap

They offer a CRM that can cater for law firms through its ability to be customized to meet your needs.
It allows you to automate your processes which can enable you to streamline tasks, grow your business and increase profits.
Their CRM is easy to use with an automation builder and AI tools.
You can collect all your prospect and client data in one place to better manage your contacts and communicate with them.
The CRM allows you to segment your contacts and personalize your communications.
It provides the facilities to send and automate email and text message communications that can be tracked.
Clients can be tracked in pipelines as they move through various stages.
They also offer forms and landing pages as well as integrated appointments and payment management.
They provide reporting facilities to enable you to track performance and what is happening in your firm.
A 14-day free trial of the software is available to see what it offers.

Website: https://keap-pro.com/challenges-and-solutions-in-implementing-crm-for-law-firms/

8. Salesmate

Offers a CRM that is designed for law firms which can help increase intake, retain clients and convert new clients.
Create a centralized repository that is cloud-based for all clients and leads which is secure and organized.
The CRM can maintain your client records including trial information and track emails.
You can set real-time reminders and be notified about time-sensitive tasks.
The data can be segmented and clients prioritize based on profitability.
They provide automated task delegation to reduce admin and sped up responses.
You can create customizable pipelines to suit your needs with stages for each case so you can track cases and get updates as well as schedule activities for timely follow-ups.
The CRM can integrate with third-party apps to increase its capabilities.
Provides a mobile app to keep you updated wherever you are.
Offers a 15-day free trial of the CRM.

Website: https://www.salesmate.io/crm-for-lawyers/

9. Quickbase

They offer legal case management software and solutions to free up your time to focus on cases and clients.
It provides a centralized repository for client information that can be shared across your teams.
The software provides automated alerts and reminders, so tasks are not missed or forgotten.
The platform is easy to use and customizable to meet your needs.
It can help you to market your firm by providing insights about your business.
It can assist with more effective client selection and case management.
The software can give you an overview of what your teams are working on and what resources you have available.
It can help create visibility for your business and find any workflow gaps.
You can build dynamic reports using drag-and-drop tools to assist you in understanding what is happening in your business, where time is spent and what is profitable.
Sign up for a 30-day trial or schedule a demo to find out more about the software.

Website: https://www.quickbase.com/solutions/legal

10. Thryv

They offer a range of tailored legal software solutions which cater for different types of legal professions including personal injury lawyers, family law, bankruptcy law, criminal law, civil law, and wills, trusts and estates.
They provide software that can help you to manage and modernize your law firm.
It is designed to assist with intake through to case management with the ability to view client emails, text messages, invoices and payments in one place.
The CRM element of the software will manage your clients and their cases.
It can incorporate your calendar and appointments.
It can also carry out invoices and online payments.
You can create automated campaigns by text and email and utilize a range of templates from their library.
It can track consultations, activities and court dates and send reminders
Provides access to the information remotely through their mobile app.
Book a demo of the software or sign up for a 14-day free trial.

Website: https://www.thryv.com/industries/family-law-software/

11. Insightly CRM

They claim to offer the number one CRM for law firms that can unify practices.
Through a single platform, you can support your staff in delivering a unified client experience which will help you to win more clients and retain them for longer.
They provide marketing automation that allows you to run marketing campaigns at scale where leads can be nurtured and converted through automated processes.
The CRM can assist with streamlining your processes and improve profitability.
They also offer Insightly Service which provides a ticketing application which incorporates a client portal and knowledge base to support client management and service.
The centralized client information enables your teams to collaborate better across the firm.
You can create automated workflows to help manage leads and case management.
The CRM provides greater visibility through their pipeline management facilities.
You can access key metrics to reveal insights and monitor your progress in a range of formats that can be shared with your teams.
You can benefit from their 14-day free trial to see more about the CRM or you can book a personalized demo.

Website: https://www.insightly.com/industry/crm-for-law-firms-legal/

12. Vtiger

Offers a customizable CRM designed for law firms to assist them in building long-lasting relationships with clients.
They provide an easy to maintain CRM that is affordable with an open core.
It enables you to capture leads from a range of channels automatically including from your website, email, chat and social media as well as import contacts.
You can view all your client’s details and activities in one place as a single source of information for all staff.
Legal documents can be uploaded and shared with clients from a document viewer.
It enables you to create appointment pages to allow clients to book meetings and reminders are scheduled for attendees.
They provide Print Templates so you can create custom PDFs that can be sent for review and signed digitally.
You can automate repetitive tasks to reduce admin and save time.
It can be integrated with third-party apps to increase its functionality.
Offers a free plan for up to 10 users and a maximum of 3,000 records, and also offers a 15-day free trial and one-to-one demo.

Website: https://www.vtiger.com/law-firm-crm/

13. OnePageCRM

They offer a CRM that caters for law firms and it can increase productivity.
Their CRM is designed to support small businesses and help them grow and benefit from improved communication management.
They provide a bullet-proof follow-up system which enables you to add reminders and the ability to sort them by urgency.
You can prioritize tasks and automate workflows to reduce admin and simplify your operations.
The CRM allows you to store all client information in one place and organize it including meeting notes, emails, documents and calls.
You can visualize your pipeline for a better overview.
Each contact has a next action which can be a task or follow-up reminder with a due date to keep your cases on track.
It can connect with your favorite apps to extend the CRM capabilities.
You can build custom reports and automate them to enable you to monitor team progress through the interactive dashboard.
Find out more about how their CRM works by utilizing their 21-day free trial.

Website: https://www.onepagecrm.com/blog/onelaw-increases-productivity-and-gains-momentum-using-onepagecrm/

14. Podio

They offer a CRM that is suitable for legal firms to track and organize your team with a customizable CRM.
It offers the facilities to keep files, discovery information and client details.
The CRM enables you to stay connected at meetings and access all your client data.
It provides a single source of information which can aid collaboration between teams.
You can manage your staff workloads and track progress through the pipelines that you have created.
The CRM can be customized to match your processes and record the information that you need.
It provides real-time communications to assist you in managing your relationships more effectively.
You can manage performance and progress through the reporting facilities.
A range of other tools are available which includes task assignments, templates, and chat functionality.
Offers a free plan for up to five users which can enable you to trial the software.

Website: https://podio.com/site/use-cases

15. Bitrix24

They offer a range of software solutions for the legal profession to manage clients which includes a CRM.
It can help you organize your data and improve your communications.
The client management tools allow you to manage all your communications including video conferencing, telephony and real-time chat channels and keep records.
It provides improved communications with built-in tools including email automation and scheduling.
The software allows you to set up task notes and reminders to keep cases on track.
You can set up tasks and collaborate as a team to complete projects.
It provides document sharing and storage facilities that allow you to grant permission to keep information secure.
They enable you to create and share calendars so you can track your team or colleagues.
A report builder is available to assist you in creating the right type of reports.
Sign up for their 15-day free trial of the software or they offer a free plan which is available for unlimited users but has a storage limit of 5GB.

Website: https://www.bitrix24.uk/solutions/industry/legal.php

16. Nextiva

Offers client management software that lets you centralize all communications to improve client relationships.
It is easy to administer and set up with full compliance.
They provide a single platform that stores all your client data and communications so that it can be shared with your teams.
The software can manage your communication channels including text messaging and call routing.
It can record calls and take instant notes on calls.
It can monitor your brand by collecting online reviews and mentions as well as alert you so you can respond quickly.
Share cases and documentation which allows you to update statuses.
It enables your team to work collaboratively with tools including chat rooms, video meetings and call recording.
They provide a high-security foundation to protect your data and clients.
Schedule a 30-minute product demo to learn more about the software.

Website: https://www.nextiva.com/industry/law-firms

17. Clio

They offer legal CRM software to organize processes and build stronger relationships with potential and current clients.
It helps you make sure that none of your clients, communications or opportunities are missed or lost.
The CRM makes client onboarding and management easier as well as enabling you to build an engaging relationship from the beginning.
It provides an overview of your contacts and their current status on a dashboard.
You can tag and categorize your contacts to help organize and target them better.
It can assist in appointment scheduling by simplifying the process and sending automated reminders to clients to cut down on no-shows.
You can automate processes including the creation of tasks and reminders, and building workflows such as customized intake forms, document creation and e-signatures.
They enable you to create tailored and automated email campaigns.
It provides reporting that enables you to monitor your marketing and business development as well as understand your client base better.
You can try the CRM for free for 7 days.

Website: https://www.clio.com/features/legal-crm-software/

18. Law Ruler

They offer dedicated legal software that includes a CRM, client intake and marketing automation.
It can help modernize your business and accelerate your growth.
The software provides effective marketing techniques and reduces manual tasks releasing staff to focus on more important activities.
The CRM can enhance existing workflows and reduce pain points for clients.
It can organize all your leads, prospects and clients whilst streamlining your processes.
You can automate communication tasks to keep your contacts engaged and informed.
It allows you to create personalized texts and emails that can be automated.
You can create customizable reports that can track your KPIs and marketing performance to help you make decisions.
It can be integrated with a range of legal vendor tools to make your operations more efficient.
You can book a demo to explore the software and learn more about it.

Website: https://www.lawruler.com/

19. Lawmatics

They claim to offer the number one CRM for law firms
The CRM offers tools to support client intake, workflow, marketing automation, document management, and more.
They provide personalized onboarding with a tailored plan to develop the software to meet your business goals.
Automate repetitive tasks like intake, billing and marketing to free up time for more important tasks.
You can set up auto-responses to messages, auto-schedule consultations and appointments, trigger engagement documents that can be e-signed, and email drip marketing campaigns.
The contacts can be segmented and targeted to send personalized communications.
They provide a detailed and highly visual dashboard to track your leads, see the status and monitor performance.
It can assist in identifying new opportunities through the analytics and identify any bottlenecks.
It can seamlessly integrate with the apps that you use every day.
You can sign up for a demo of the software to allow you to sample how it works.

Website: https://www.lawmatics.com/

20. FiveCRM

They offer a CRM that can be customized to match the needs of your law firm and its unique processes.
The tailored CRM can provide intelligent automation to reduce manual tasks to free up time.
It has a modular design that makes it easier to adjust and evolve with your business.
It offers robust management tools to manage all your processes from call-back management to enhanced reporting.
The CRM can assist with task management and tracking to create efficiencies by keeping your team on track by setting reminders and notifying everyone of deadlines.
They provide workflows to assist you in gaining a better understanding and overview of your contacts and processes.
It assists with collaboration by providing your teams with a single database of information.
You can access enhanced reporting to monitor your clients and KPIs.
They can provide seamless integration with other apps and systems to deliver additional capabilities.
It is GDPR compliant and they employ a range of security features to protect your data.

Website: https://www.fivecrm.com/blog/top-10-crm-for-law-firms-in-2023/

21. Captorra

They claim to be the leading law firm growth tool for lead and case management.
It is designed to assist with lead conversion and handle client intake.
The software ensures that you capture more leads and prevent them from falling through the cracks.
It enables you to manage and optimize all your interactions from first contact so that you can win them over faster.
They produce tools that can increase your productivity as it can streamline your operations and processes and eliminate admin work.
It allows you to respond efficiently to communications using automated replies by email and text as well as setting up alerts for follow-up activities to keep you on track.
Store documents and share them securely through Microsoft integrations.
It enables your teams to work more collaboratively through the sharing of a single source of truth.
They provide seamless integrations to expand its capabilities.
Access real-time reporting that gives you insight into client and prospect status, realization rates, employee utilization and more.

Website: https://www.captorra.com/