Running a law practice involves managing hundreds of cases at a time, which can be overwhelming without proper organization and management. In this digital age, various software tools can help streamline the workflow of legal professionals, and CRM (Customer Relationship Management) software is one such tool.
However, finding the best legal CRM software that caters to your specific requirements can be challenging. With several vendors in the market claiming to offer the best service, you need to select an option that compliments your practice’s operational efficiency while boosting revenue.
To help you make an informed decision, we have reviewed and compiled a list of the best legal CRM software that can transform your law practice in 2021.
1. Clio Manage
Clio Manage is one of the best legal CRM software solutions available in the market that caters to small and medium-sized law firms. The software offers an all-in-one platform for case management, time tracking, billing, and client communication management, and automates routine administrative tasks to streamline the workflow.
Clio’s CRM functionality helps lawyers manage and track leads, follow-ups, and referrals and collaborate with other team members in real-time. The software also integrates with popular tools like QuickBooks, Google Apps, and Office 365, making its use more convenient.
Pricing: Starting from $49 per month per user
2. MyCase
MyCase is a cloud-based legal practice management software that offers an all-inclusive suite of tools for law firms. The software offers the functionality of client management, document management, time tracking, billing, and calendaring in one intuitive platform.
MyCase also features tools to manage leads and track potentials. By integrating with email and social media outreach, you can capture leads with a customizable online form on your website that feeds directly into MyCase.
Other features of MyCase include a client portal, document storage, and a customizable checklist that tracks the progress of each client’s case.
Pricing: Starting from $39 per month per user
3. Practice Panther
Practice Panther is another legal CRM software that offers comprehensive case management, billing, and CRM solutions for law firms irrespective of their size. It is built on a robust platform and integrates with existing third-party tools that lawyers require every day, including Calendly, Quickbooks, and Zapier, among others.
The CRM functionality of Practice Panther allows you to monitor lead sources, track potential clients, automate follow-up processes, and track referral sources. You can also integrate your contact base with Outlook, Google Contacts, and other email services.
Practice Panther also features automation and template tools to alleviate workload, and powerful reporting tools for performance tracking and financial analysis.
Pricing: Starting from $39 per month per user
4. Lawmatics
Lawmatics is an intuitive and comprehensive CRM software built for law firms. It maximizes client engagement and helps lawyers manage marketing, communication, and transactions from one platform.
Lawmatics integrates lead capture functionality on your website and social media channels. After that, it nurtures leads with automated drip campaigns, drip text messages, and targeted emails. It is also SEO optimized, allowing you to customize your website for increased traffic.
The software’s in-built CRM functionality allows you to track and manage leads, build a database of referral sources, and automate follow-ups using a combination of email and SMS.
Other features of Lawmatics include document management, time tracking, billing, and the client portal. Also, Lawmatics has measures in place to ensure compliance with state bar ethical rules.
Pricing: Starting from $49 per month per user
5. Lexicata
Lexicata is a CRM software that caters to the administrative functions of law firms while boosting communication and organization. It streamlines the client intake process through a customizable autoresponder that can execute emails and text messages on your behalf.
The software integrates with third-party lead generation services, allowing you to track the entire client lifecycle from lead generation to conversion. For communication, it features an email tracker, which notifies you when a prospect or client opens an email.
Lexicata also includes automation tools to help distribute intake forms, an e-signature solution to speed up document signing, and custom reports for internal analysis.
Pricing: Starting from $45 per month per user.
FAQs:
1. What is legal CRM software?
A customer relationship management software specifically built to cater to the needs of law firms is known as legal CRM software. It automates the administrative functions of law firms to create a more organized and efficient workflow.
2. How does legal CRM software work?
Legal CRM software functions by streamlining administrative tasks in law firms. It provides integrations for various third-party tools such as email and social media, captures leads, tracks potential clients, prepares invoices, and generates reports.
3. What are the key benefits of legal CRM software?
The primary benefits of legal CRM software are alleviating administrative workloads, improving communication and organization, adding more flexibility, client engagement, and increased revenue through targeted marketing.
Conclusion
A legal CRM software can be an essential tool for all law firms seeking to streamline their operations while boosting organizational efficiency. In this article, we have explored the top legal CRM software solutions available in the market.
While each of these software has its unique features, the ultimate choice should depend on the workflow of your law firm, your budget, and your prioritized requirements. Implementing the best legal CRM software can help revamp any law firm’s performance, ultimately leading to better client outcomes and increased revenue.
