Best CRM For Law Firms: 13 CRMs Reviewed

best-crm-for-law-firmsHow many hours do you lose each week trying to keep track of your sales leads, prospects and clients?

This unbillable time adds nothing to profits and can result in potential new clients falling through the cracks.

However, there is a way to create free up more of your time and take control of your business.

That’s by finding and using the best law firm CRM.

In this article, I’ll review 13 of the CRMs for law firms and highlight the pros and cons of each one.

Let’s get started.


Law Ruler

law-ruler-law-firm-crm

www.lawruler.com

As you might guess from the name, this one is designed specifically for law firms too. In fact, it was the first of its kind – released in 2012 to help firms handling hundreds and thousands of monthly inquiries from the BP oil spill. Since then, it’s evolved into a CRM and client intake solution.

MAIN CLAIM:

Proven to increase revenue by 20%+.

MAIN PROS:

  • Automates much of the lead nurturing and conversion process
  • Includes text messaging, email marketing, click-to-call dialer, text e-sign, and phone call tracking
  • Simplifies client sign up and includes referral management
  • Integrates with most major case management software
  • Redesigned and upgraded user interface with the release of Law Ruler 2.0
  • Easy to learn and use
  • Manageable costs for smaller firms
  • Great customer service

MAIN CONS:

  • No Gmail integration, Microsoft Outlook 2-Way sync only
  • Customization may require an added fee to complete all integrations
  • Only available in the US and Canada

HubSpot

hubspot-law-frim-crm-review

www.hubspot.com

You may know the HubSpot blog service. But are you familiar with the CRM side of the business? HubSpot is actually a popular CRM worldwide since its release in 2014, largely because it provides decent functionality for free. Over 50,000 businesses use the HubSpot CRM.

MAIN CLAIM:

HubSpot CRM is everything you need to organize, track, and nurture your leads and customers.

MAIN PROS:

  • 100% free version (and they say “forever”) for an unlimited amount of users
  • No limits to customization
  • Support from a thriving community of users
  • Includes marketing, sales, and service hubs all connected together (same database)
  • Can be integrated with other CRMs in paid versions
  • Easy point of entry for law firms that have never used a CRM

MAIN CONS:

  • No law firm-specific functionality
  • Designed more for smaller firms than larger ones
  • Firms with complicated sales processes may find it difficult to customize to their needs as it has limited flexibility
  • Need to pay a monthly fee ($50/user/month) to access premium tools like Meetings, Sequences, and Prospects

Interaction

interaction-law-frim-crm-review

www.interaction.com

Almost a third of all law firms using a CRM use this one. This percentage used to be greater but more competition in the CRM market has shaved its market share.

MAIN CLAIM:

An innovative CRM solution that helps you turn relationship insights into real results.

MAIN PROS:

  • Specifically designed for law firms
  • Well-established in the market
  • Collects and aggregates a firm’s client and prospect data in one place
  • Includes business development software
  • Synchronizes with Outlook contacts and other systems
  • Feature-heavy but quite easy to use

MAIN CONS:

  • Designed more for mid-size and larger law firms rather than smaller firms
  • May need IT assistance to maintain it and train people to use it
  • Different user interfaces can be confusing
  • Potentially expensive

Zoho

zoho-law-firm-crm-review

www.zoho.com/crm/

The Zoho CRM, despite not being specifically designed for law practices, is flexible enough that it’s worth considering for most firms.

MAIN CLAIM:

Sales CRM software that helps you sell smarter, better, faster.

MAIN PROS:

  • It’s free up to three users – flexible pricing plans beyond
  • Good sales automation, lead management and account management features
  • Can work well for small firms as well as larger firms
  • Good mobile apps and integration with other apps
  • Considered easy to use
  • Regular and automatic updates

MAIN CONS:

  • Not law firm-specific
  • Bugs can be a problem
  • Tech support gets patchy reviews

SalesForce

salesforce-law-firm-crm-review

www.salesforce.com

Salesforce is an established market leader. In fact, it virtually invented cloud-based CRMs and remains among the most popular solutions in the world for medium-sized and larger enterprises. Considered relatively high-end, it may be overkill for smaller law firms.

MAIN CLAIM:

Discover new ways to manage customer relationships.

MAIN PROS:

  • Excellent features designed traditionally for larger businesses
  • Out-of-the box functionality for contact management for sales, marketing and customer support
  • Excellent for expanding your client database and promoting client relationships
  • Easily customizable using wizards – surveys, billing, project management, and other features can be added
  • Good support resources from Salesforce and its community

MAIN CONS:

  • Expensive for smaller firms (though lighter plans for small business are now available)
  • Not law-firm-specific
  • Some ease-of-use issues for non-tech-savvy lawyers
  • Reporting may be a little complex for some users

Lexicata

lexicata-law-firm-crm-review

www.lexicata.com

Lexicata is another CRM designed specifically for lawyers, with the added component of client intake software. It is designed by Clio, the makers of the popular case management software for lawyers.

MAIN CLAIM:

Lexicata is the law firm CRM & client intake software that helps improve organization, maximize efficiency, and drive more revenue.

MAIN PROS:

  • Helps not only with client management but lead management and client intake
  • Integration with WordPress and Clio
  • Good functionality with form and document templates and e-signing
  • Free support and online training
  • Easy-to-use interface
  • Law firm-specific
  • Generally considered good value for money

MAIN CONS:

  • No mobile access
  • Some things not customizable
  • Task management features could be improved

One page CRM

onepagecrm-law-firm-crm-review

www.onepagecrm.com

One Page CRM is a small business solution for nurturing and converting leads, and managing customer relationships. It is heavily sales-focused, as you can see from the main claim.

MAIN CLAIM:

You and your sales team can convert leads to customers, reach targets and grow your business.

MAIN PROS:

  • Easy to use and track customers/prospects
  • Intuitive interface that prompts actions
  • In-built dialling and emailing features
  • Good flexibility and speed
  • Fast customer support
  • Mobile app available
  • Affordable for smaller firms

MAIN CONS:

  • Some customizability issues
  • Lack of integration options, according to some users
  • Could have better search functionality
  • Each user adds costs
  • Not law firm-specific

Copper

copper-law-firm-crm-review

www.copper.com

This CRM was formerly known as ProsperWorks. It is a cloud-based tool that provides a complete view of customers and automates much of the legwork required in building relationships.

MAIN CLAIM:

The CRM that works for you. So you can spend time on lasting relationships instead of data entry.

MAIN PROS:

  • Excellent integration with all of the G-Suite products as well as Slack, Dropbox etc.
  • Good usability for Google apps users
  • Includes email integration, lead tracking, and sales activity tracking
  • A pleasing user interface that’s easy to use
  • Does all of the basics well
  • A ‘light’ program without the whistles and bells slowing it down

MAIN CONS:

  • Not law firm-specific
  • Some users consider it expensive for its level of functionality
  • Some billing issues
  • Reporting could be improved

SugarCRM

sugar-law-firm-crm-review

www.sugarcrm.com

SugarCRM is a popular solution that started as open source software. It bills itself as highly customizable and for people who like to do things a little differently. Start-ups may be attracted to it.

MAIN CLAIM:

The world’s most customizable CRM solution. For mavericks challenging the status quo.

MAIN PROS:

  • High quality, user-friendly interface
  • Highly customizable through the web interface
  • Decent reporting function
  • Cost-effective compared to other enterprise solutions
  • Scalable by adding new modules and new users
  • On-premise and cloud-based versions available
  • Works on mobile devices without an app
  • Good online support

MAIN CONS:

  • Not law firm-specific
  • A few speed issues – some users call it ‘clunky’
  • Steep learning curve
  • Some customizations require a developer

Insightly

insightly-law-firm-crm-review

www.insightly.com

Insightly is another popular CRM with small businesses but not specifically with law firms. It is quite heavily focused on new business and an enterprise level version is also available.

MAIN CLAIM:

CRM for lifelong customer relationships. Grow revenues more than 20% annually.

MAIN PROS:

  • Easy integration with Google apps, Gmail, Office and Mailchimp
  • Pleasing and simple user interface
  • Includes features for task/pipeline/contact management
  • Good mobile platform for Android & iOS
  • Very scalable – add functionality as you grow
  • Easy to create custom reports
  • Good tech support
  • Affordable for small firms

MAIN CONS:

  • Not law firm-specific
  • Mobile app needs improvements
  • Some data backup issues

Infusionsoft

infusionsoft-law-firm-crms-review

www.infusionsoft.com

InfusionSoft offers a CRM and many marketing and sales automation tools. It bills itself as a small business solution but its functionality goes beyond what many small firms will need for a CRM and is generally considered a high-end solution.

MAIN CLAIM:

Combines your essential tools in one app that takes the friction out of your client interactions.

MAIN PROS:

  • Robust platform that can help grow your firm
  • Marketing automation tools are powerful
  • Particularly good for drip marketing, forms, and landing pages
  • Detailed reporting available
  • Good integration with other software
  • Constantly being developed and improved

MAIN CONS:

  • There have reports of poor customer service with Infusionsoft and questionable billing practices
  • Expensive to run and to customize for many smaller firms
  • Overkill for smaller firms just looking for a CRM
  • User interface is very clunky – with a steep learning curve
  • Some users say that the relationship management aspect is weaker than the marketing side

Vtiger CRM

vtiger-law-firm-crm-review

www.vtiger.com

Vtiger is a customizable cloud-based CRM used by 300,000 businesses around the world. There are additions for different industries: in addition to the legal profession, add-ons exist for education, healthcare, manufacturing, etc.

MAIN CLAIM:

The easy to use and customizable CRM for your marketing, sales, and customer service teams.

MAIN PROS:

  • Well-developed sales & marketing tools for creating and tracking campaigns
  • Powerful automation options
  • Customer relationship features to improve service
  • Excellent support staff
  • Decent speed and user interface
  • Good flexibility
  • Good mobile access with app
  • Very reasonable pricing for most smaller firms

MAIN CONS:

  • Not as many features as the more expensive options
  • Moderate learning curve – not as easy as some to use
  • Search function has room for improvement

OnSite CRM

onsite-law-firm-crm-review

www.onsitecrm.com

OnSite CRM is another cloud-based solution. Less well-known than most of the other solutions featured here, it offers good marketing and sales options as well as a relationship/case management platform.

MAIN CLAIM:

A lead management solution designed to automate your sales process, provide greater insight into your business, and propel success with AI tools.

MAIN PROS:

  • Email and SMS marketing tools included
  • Well-developed lead tracking, conversion and sales automation tools
  • Customizable set of features
  • Document and case management system included – court dates, filing dates, etc.
  • Detailed reporting
  • Easy to learn and use
  • Good integration options with Quickbooks, MailChimp, Google, etc.
  • Works across all major devices

MAIN CONS

  • Not as well reviewed as other CRMs – more difficult to find unbiased information on it (nobody seemed to have anything bad to say about it)

Which CRM suits your firm the best?

If you’re not currently using a CRM at all – or using one that’s neither making your life easier nor helping you win new clients – a change is needed.

The above should give you the ammunition required to make the right decision.

Of course, if you’re currently using one of the above 13 programs (or are using one I haven’t mentioned) and you have comments or suggestions, I’d love to hear them…

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