5 useful CRM tools for law firms | Good2bSocial media

There are many tasks that law firms and legal companies need to perform on a regular basis. Automating as much as possible can increase efficiency and productivity. Marketing is one type of automation that law firms can benefit from. In fact, over 62% of marketers use an integrated marketing system or CRM to streamline their marketing efforts. Fortunately, there are many marketing solutions available. To help you sort through the different options, we’ve looked at five of the top CRM tools for law firms.

CRM software for law firms

What are CRM software tools?

Client relationship management (CRM) tools do more than store contact information for your law firm’s clients and contacts. Law firm CRMs must be able to automate marketing tasks (i.e. drip email campaigns), simplify workflows, and analyze marketing data while maintaining a dynamic repository of contact information and customer history. CRM tools have become multi-faceted marketing and business development solutions focused on collaboration and creating new business.

Why should law firms use CRM software tools?

Investing in a CRM software tool has become vital for most businesses these days, as it simplifies marketing tasks and tracks customer relationships much more effectively than traditional approaches.

A well-built CRM system can help you:

  • Store contact information so it’s easy to find and use
  • Identify sales opportunities and allow businesses to easily identify where prospects are in the sales journey
  • Gather data on your marketing strategy and identify tactics that work
  • Personalize and optimize the experience of prospectscrm software for law firms
  • And more

And even better, once companies have streamlined their marketing processes with a CRM, they tend to see:

  • Increase in conversions– Conversion rates can increase by 300%.
  • Optimized team performance– 52% of companies say that their CRM helps them work better as a team.
  • Better use and access to customer data– 72% of companies say CRMs give them better access to data
  • An ability to achieve business development goals– 92% of companies say CRMs have been instrumental in meeting their revenue goals.
  • Better customer experience– 47% of CRM users say their system has an impact on their customer satisfaction rate.

CRM systems have been proven to help many organizations like law firms. So if you haven’t implemented a CRM system yet or are looking to upgrade your current CRM toolkit, now is the perfect time. It’s estimated that the CRM market will grow rapidly over the next few years, so setting one up now is the smartest approach if your business wants to stay up to date.

Keep reading for a list of the top 5 CRM tools we recommend for law firms:

Top 5 CRM Tools for Law Firms

1. HubSpot

HubSpot is popular for its CRM software across all industries, including legal. One of the best things about HubSpot CRM is that the software is free, so you don’t have to find room in your budget. Moreover, it allows you to expand your plan if your business changes in the future. With this particular automation software, you can automatically track interactions through social media, phone, and email. When it comes to email marketing, automation is key to staying top of mind with customers. HubSpot has powerful email automation capabilities through its workflow feature. You can easily set up drip campaigns and follow-up emails in advance, choosing which users receive which emails based on hundreds of different criteria. For example, you can set up workflows that send an email when a customer has visited a specific practice area page or when they visit your contact page and fill out a form. HubSpot’s automation capabilities illustrate how critical legal marketing automation software is to converting and retaining more customers.

Although HubSpot is not designed specifically for law firms, it is still one of the most robust CRM systems. The platform is user-friendly and offers a modular and scalable solution. This means you can mix and match the solutions you use, and the platform can grow with you as your law firm grows.

And there are even free solutions on the platform, so law firms can maximize their potential at every budget.

CRM for law firms

2. Lawmatics

As the name suggests, Lawmatics is a CRM that focuses on law firms. It includes custom fields, custom emails to facilitate drip campaigns, and an automated version of the admissions process. This system allows you to manage your current and new clients while optimizing the admissions process. There are automated workflows for things like sending documents to get e-signatures, tasks, and emails. It also has an integrated suite for electronic signatures.

3. Ruler of Law

Law Ruler is a cloud-based CRM and client intake software. The software solution has been specifically designed for use by lawyers and law firms. Law Ruler is powered by artificial intelligence. One of its notable features is the personalized text messages it sends. These are welcome texts that include an admission form. At the same time, Law Ruler notifies your staff of client calls. A mobile version is also available and focuses on setting up the software and then forgetting about it. There are three pricing tiers to meet the needs of different law firms.


LexisNexis, a technology company specializing in software for law firms, offers the InterAction service as a CRM solution. Beyond the basics that most CRM systems feature like contact management and automatic data collection, InterAction offers features like email signature capture and the ability to track key touchpoints with customers. In addition to the software plan you choose, you’ll have access to in-depth guidance and training from LexisNexis consultants. From technical training on InterAction features to resources guiding you through CRM best practices, this software aims to help law firms understand CRM capabilities and implement strategies that will build relationships with clients. and generate leads.

5. Intapp

Intapp is a CRM system designed specifically for law firms. Features like recording meeting details, creating proposals, and enterprise-level security all allow law firms to benefit from this software. Intapp allows integration with MS Outlook, time and billing systems, NetDocuments and many email marketing tools. In terms of integration, Intapp has the most options and really allows users to view all customer information in one place. Social collaboration features and a variety of mobile apps ensure constant, seamless communication with your team


Each of these software solutions can help you automate marketing as well as client onboarding, streamlining your day-to-day law firm processes. The result is improved efficiency and the ability to focus on more important tasks.

This post has been edited and reposted as of January 1, 2022.