Deploying a CRM solution in your law firm can be beneficial as it can help you to better manage your clients and prospective customers whilst streamlining your processes through automation and creating targeted, personalised communications. As law firms deal with sensitive information and have specific requirements for data handling, a specialist CRM solution is often required rather than a general solution.
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Featured CRMs
If you are looking for a CRM solution for your law firm you may want to explore the following:
- What information or documents can the CRM store and is there a storage limit?
- What access levels and security does it provide?
- Does it meet GDPR?
- Can it manage appointments and sync with your calendar?
- Can you set reminders for review dates?
- Can it integrate and store all client communications?
- What automations does it provide to streamline processes and tasks?
- Can it integrate with other software or apps?
- Can you run and monitor marketing campaigns including email?
- What reporting functionality does it provide?
- Do they provide a mobile app?
- Do they offer a free trial or demo of their software?
Companies are ranked in no particular order.
1. Salesforce
- Offers a legal CRM solution
- Centralise processes to collect, store and analyse data
- United view of client information
- User-friendly design
- Available on mobile, Outlook and Gmail
- Automate backend processes to save time
- Integrates with other systems
- Personalise client experiences
- Analytics tools
- Contact them to find out more
Website Salesforce CRM software
2. Freshsales
- Provides a solution that caters for law firms
- Enables you to streamline your activities and automate follow ups
- Store client data in one place and understand them better
- Organise your data better with a case management tool
- Capture every interaction and integrate it with email and calendar
- Simple web form builder for your website
- Collaborate with others
- Secure with access levels and audit logs
- Customisable reports and dashboard reports
- Offers a free trial
Website Freshsales CRM software
3. Bitrix24
- Offers a legal CRM solution
- Provides an internal structure to manage processes and clients
- Client management tools
- Manage projects and tasks with teams and collaborate
- Real-time communications including video conferencing, telephony and chat
- Document storage and file sharing
- Scheduling, calendar sync, notes and reminders
- Email marketing automation
- Mobile app
- Report builder
Website Bitrix24 CRM software
4. Marketing Lawyers
- Offers bespoke CRM software for law firms
- Track enquiries through to becoming clients
- Manage client contact through email, post and SMS
- Send targeted communications
- Automate time-consuming processes
- Customisable software
- Helps you to evaluate ROI on marketing
- Create reports and dashboards
- Provides full in-house training
- Offers a demo of their software
Website Marketing Lawyers CRM software
5. Clio
- Offers legal client relationship management software or CRM
- Helps organise and improve the efficiency of processes
- Assists with onboarding and managing clients
- Tag and categorise potential and existing clients as well as professional contacts
- Manage appointment scheduling
- Automate reminders, email campaigns, tasks and follow up
- Build your own workflows
- Create forms, store documents and collect e-signatures
- In-depth reporting and an easy to use dashboard
- Offers a free trial of their software
Website Clio CRM software
6. Osprey Approach
- Provides a fully integrated legal CRM
- Centralise all contact data, communication history and enquiry details
- Provides storage for previous case files
- Helps to identify opportunities and build stronger relationships
- GDPR and SRA compliant
- Improve operational efficiencies
- Run conflict checks
- Gain valuable insights from reports
- Analyse trends and report on performance
- Offers a demo of their software
Website Osprey Approach CRM software
7. LawWare
- Offers specialist CRM and marketing solution
- Centralise database of client and prospective customer details
- Segment your clients
- Send targeted messages
- Track and monitor marketing activities
- Set reminders for review dates
- Integrates with Microsoft Office
- Conflict of interest checking
- Provides an E-Strongroom that is customisable for documents such as wills, titles, stocks and Powers of Attorney
- Assists with Data Protection Act compliance
Website LawWare CRM software
8. Select Legal Systems
- Provides CRM and marketing software for law firms
- Full contact management and history including calls, meetings, appointments, letters, emails and text
- Workflow can prompt cross-selling opportunities
- Run targeted campaigns and segment your client database
- Automate marketing activities
- Automate quotes and follow up
- Mailshot and e-shot tools
- Includes a GDPR module
- Reporting functionality
- Offers a demo for their software
Website Select Legal Systems CRM software
9. Peppermint Technology
- Offers a client engagement solution for large law firms
- Built on the Microsoft Dynamics 365 platform and integrates with existing platforms
- Creates a single view of clients
- Helps deliver more personal engagements and targeted business development activities
- Aids data-driven decision making
- Track activities, relationships, emails, appointments and contacts
- Create and manage marketing campaigns
- Mobile app
- Gain insights on performance
- Offers a demo of their software
Website Peppermint Technology CRM software
10. Symphony
- Provides a CRM and client management solution
- Targeting and marketing automation
- Referral and event management
- Opportunity and pipeline management
- Manage clients and prospective customers
- Intuitive and easy to use
- Track client interactions
- Integrate with software applications
- Data analytics and reporting
- Contact them to find out more
Website Symphony CRM software