7 Best CRMs for Lawyers

• You want affordable and robust marketing tools for your legal practice: HubSpot CRM is one of the best social CRM software with free social media ad management features that could greatly benefit your legal practice or law firm. HubSpot’s AI assistant, Breeze Copilot, is also free for email and web content generation and personalized recommendations about leads.

Moreover, HubSpot offers simple marketing automation on its most basic plan (Starter at $15 per user). Create workflows to advertise your legal practice and track and convert marketing emails and web form interactions into leads, further boosting your lead generation efforts.

• You need document management tools for your law firm: Law firms deal with different legal documents like bills and contracts. Luckily, HubSpot’s free plan lets you build a library of legal forms that you can easily share with clients. Get up to 10 digital signatures per account per month in its Starter plan for only $15 per user monthly. If you need more, you can purchase the E-signature Limit Increase when you upgrade to the Professional plan.

• You need legal-specific CRM tools for your personal injury practice: While HubSpot offers robust tools for client management and law firm marketing, it falls short in legal-specific capabilities. If you are looking for a CRM to track injuries and statute deadlines and calculate settlements, there are more suitable options for you.
  • Alternative: CASEpeer is a specifically designed CRM for personal injury lawyers that allows you to set custom statute dates and track doctor visits, records, bills, requests, and lien holders. Lawyers can leverage its high-value case reporting feature to determine the value of personal injury cases. This feature helps in case prioritization that could boost your law firm’s revenue.
• You want CRM software for lawyers with more cost-scalable plans: While HubSpot offers a free plan and an affordable basic plan (Starter at $15 per user), the price increases significantly in the second tier. The Professional plan will cost you $1,170 for five users, which might be an acceptable price for a legal practice CRM for large law firms but not for small legal teams or pro bono attorneys.
  • Alternative: Zoho CRM provides a free plan and affordable paid plans. New attorneys or first-time users can begin with the first tier, Standard, which only costs $14 per user. Once you have gained more clients and employees, you can upgrade to the next tier. The highest tier, the Ultimate plan, only costs $52 per user.

• You want to automate legal case management: Zoho CRM is equipped with robust CRM automation features to help law firms in case management. For instance, you can set workflow automation rules for generating new cases and managing and tracking existing ones.

Use Zoho CRM’s case management feature for your independent legal practice or law firm. You can create a case module containing relevant legal information, such as the case number, owner, reason, and solution provided.

• You need solid client management capabilities: Zoho CRM can facilitate legal correspondence by allowing users to automate and schedule mass emails and easily set up meetings and phone interviews. Its free plan includes tools for managing leads, contacts, and deals, including task reminders and email notifications to ensure prompt client response to legal inquiries and concerns.

• You want to use intuitive legal CRM software: Zoho CRM has lots of helpful features that can benefit law firms, especially when it comes to boosting efficiency by automating case management. Because of its robustness, less tech-savvy users may find this law office CRM tough to operate.
  • Alternatives: HubSpot CRM and Pipedrive are two of the best simple CRM systems. Pipedrive offers simple CRM automation, while HubSpot CRM is equipped with easy-to-use marketing, customer service, and sales tools on its free plan. Clio, a cloud-based legal practice management system, has an intuitive interface. Its tools for managing cases, billing, payments, and compliance are easy to learn.
• You want specific legal practice management features: If you’re looking for a dedicated CRM for legal firms, you might need to look for an alternative. While Zoho CRM has a case management capability, it lacks features for setting up statute reminders and settlement negotiations.
  • Alternatives: CASEpeer, Clio, and Law Ruler are law firm CRM systems with specific features for legal practices. Each CRM has client intake, case management, medical records management, and settlement management tools. Lawyers can easily integrate their current workflows into these best CRMs for small law firms.

• You want a customizable CRM for lawyers: Pipedrive lets you customize pipelines to match your law firm’s unique processes. Add custom fields to legal documents to easily track cases and custom messages to your legal consultation scheduler or calendar.

Expedite the client intake process with a custom dashboard to easily access prospect interactions and activities and convert them into clients. Tailor Smart Docs (an add-on) to centralize your entire documentation process and remove CRM branding.

• You want to leverage AI and automation in your legal practice: Pipedrive’s AI assistant provides recommendations and reminders to support lawyers in client outreach, making it one of our best AI CRMs.

With the automation capability of this CRM software for law firms, you can set reminders to ensure you don’t miss a client follow-up and customize your workflows. This customization helps streamline client engagement and reduce time spent on routine tasks like data entry.

• You need specific features for legal practice management: Pipedrive is a general-use CRM, which means that other professionals can also use it to streamline their operations. While Pipedrive’s features can help lawyers with client and document management, it falls short with law-specific tools like claim and statute tracking, an intake investigator portal, legal fee processing tools, and a settlement calculator.
  • Alternatives: CASEpeer offers an investigator portal, allowing lawyers to collaborate with investigators and intake specialists. Clio has robust billing tools like the Uniform Task-based Management System (UTBMS) for classifying legal services in an electronic invoice. Furthermore, Law Ruler has mobile-friendly client intake forms to improve client experiences and lead data capture.
• You are an independently practicing legal professional wanting a free CRM: While Pipedrive has an affordable starting plan, this CRM provider does not offer a free plan. You can take advantage of the 14-day free trial, but if you bill monthly, you won’t have enough time to see the difference it can make in a typical month or billing cycle.
  • Alternatives: New lawyers or independently practicing legal professionals can use HubSpot CRM or Zoho CRM as alternatives to Pipedrive. HubSpot CRM has a freemium plan for two users, while Zoho CRM offers free tools for three users.

• You want a billing and payment system specific for lawyers: Clio offers legal electronic data exchange standard (LEDES) billing, a globally accepted standardized digital billing process for the legal sector. And Clio uses it with UTBMS codes (for standardizing legal billing tasks) built into its billing system.

Moreover, Clio’s payment tools include contingency billing, payment plans, card payments, and electronic checks. These payment options provide the utmost convenience to your clients while ensuring you get paid faster.

• You need an attorney timekeeping and expense tracking system: Clio lets you create time entries, which display on bills with one click. Manage your time wisely by running the Clio time tracker as you work and track time using your mobile device.

You can quickly share invoices with your clients to get paid for your legal services faster. Higher plans let you view time durations and expenses for billed and collected accounts. Simplify and oversee the client intake process from a central location.

• You need marketing features for your law firm: Clio requires third-party integrations for marketing. For instance, you can integrate Clio with Mailchimp for email campaigns and Civille for customizing your legal website. Other providers offer marketing tools that are already included in tiered-priced packages.
  • Alternatives: HubSpot CRM and Zoho CRM offer free marketing tools to facilitate email and social media campaigns. Lawmatics is an industry-specific CRM for lawyers that offers marketing automation for email campaigns included in its Premium plan.
• You need built-in client intake in a law firm CRM system: Clio’s client intake feature requires an add-on, Clio Grow. You need to pay extra for this feature starting at $59 per user monthly. If you have a tight budget, you can check other options with client intake already included in the plan.
  • Alternatives: Law Ruler is the best choice if you’re looking to streamline your client intake without paying an extra fee. This feature is already built into its Pro and Premium plans. The same is true for Lawmatics, starting with its Essential (most basic) plan. CASEpeer offers this tool in its Basic plan at $79 per user.

• You need case management software for your personal injury practice: CASEpeer offers robust features that help personal injury lawyers easily manage clients and cases. You can set custom statute dates with automated alerts to ensure no case is overlooked.

Personal injury lawyers need to ensure claims are valid and properly valued. CASEpeer can facilitate this process using its claim-tracking features. For instance, you can easily manage your clients’ medical treatment by tracking records, bills, requests, lien holders, and doctor visits (available in the Basic plan at $79 per user).

• You need to determine cases with high value: With the high case value reports tool, you can analyze and prioritize cases based on their value potential. For instance, get reports on cases with high medical bills, wrongful deaths, or commercial or public defendants. These valuable insights can improve case negotiation and lead to better outcomes.

• You want a free plan or trial before purchasing software: CASEpeer offers a free demo for personal injury law firms. However, the provider does not have free-forever tools or a free trial period, which can be a huge drawback for new law firms or solo-practicing personal injury lawyers.
  • Alternatives: Zoho CRM and HubSpot CRM are general-use CRM systems that lawyers can use to streamline marketing, lead generation, and document management. These tools are available in each provider’s freemium plan. Moreover, you can also consider Clio, an industry-specific CRM for lawyers that offers a free trial for seven days.
• You want robust AI capabilities in a legal practice management system: While CASEpeer offers generative AI, other advanced capabilities like smart insights, document summarization, and text editing are still in the planning stage.
  • Alternatives: Pipedrive has a built-in AI assistant that gives insightful suggestions. For instance, its AI assistant recommends the next steps on how legal associates can effectively engage with potential clients based on past interactions and performance. HubSpot CRM has Breeze CoPilot with similar AI capabilities.

• You need to streamline your client intake process or lead generation: Law Ruler streamlines your intake process from start to finish. This law firm CRM can help you save time and effort when determining if your firm is a good fit for a client. And it lets you easily build custom forms for your practice areas. These intelligent forms flexibly adapt to leads’ answers by presenting customized questions applicable to their legal needs.
• You want to get legal agreements signed quickly: Law Ruler is equipped with a one-click e-signature feature. You can easily request e-signatures for a letter of authority, contracts, and other legal documents via email or text message. This client intake process is more convenient for clients as compared with signing documents via email (because of messages found in spam folders, software download requirements, etc.).

• You want a legal practice management CRM with clear pricing: Law Ruler has abundant legal practice management features like mobile-friendly client intake forms. However, the provider does not feature price information on its website. You need to contact its sales team to get a custom quote.
  • Alternatives: Pipedrive, Clio, and CASEpeer offer transparent pricing. Pipedrive’s Essential plan only costs $14 per user. Clio offers the EasyStart plan at $39 per user. For personal injury lawyers, CASEpeer’s Basic plan costs $79 per user and includes case management tools like automated statute alerts, settlement calculator, medical treatment tracking, and case expense tracking.
• You need robust integrations for marketing, revenue, and other business tasks: Law Ruler integrates with dozens of legal vendor apps and services, such as CosmoLex, TimeSolv, and Clixsy, for law firm case management and digital marketing. If you need more robust integrations, general-use CRMs are your best options.
  • Alternatives: Zoho CRM, HubSpot CRM, and Pipedrive have a dedicated app marketplace. Lawyers can search for hundreds of third-party applications, from marketing and revenue management to document management and client support.

• You want to automate task and document management: Lawmatics makes communication more productive as it streamlines the time-consuming tasks of client and document management. For instance, lawyers can create fee agreements, track client conversations, view scheduled consultations, and hasten the client intake process by setting up rules and triggers for task and document automation.
• You want to use solid base features for your legal practice: Lawmatics offers powerful base or core features in the starting plan that new law firms can use to streamline day-to-day tasks. These capabilities include client intake, calendaring, custom forms, and lead management tools—all essential to attracting and managing clients.

• You have more than two clients: Lawmatics is not recommended for solo or independent practicing attorneys because of its robust and advanced features (designed for large law firms) and pricing structure (three-user minimum requirement).
  • Alternatives: HubSpot CRM and Zoho CRM are excellent alternatives to Lawmatics because they offer free and scalable paid plans recommended for independently practicing lawyers. If you are looking for an industry-specific CRM, Clio and CASEpeer are your best choices, billed on a per-user basis with a monthly payment option available.
• You want transparent pricing for a law firm CRM: Lawmatics does not offer transparent pricing on its website. Interested legal professionals must contact the provider to obtain quotes on plans. Based on our research, the Essential plan could range anywhere from $99 to $199 per month for three users.
  • Alternatives: Pipedrive, Clio, and CASEpeer have clear pricing and scalable plans. Pipedrive offers five plans ranging from $14 to $99 per user, per month. Clio has four tiers, starting at $39 per user monthly. On the other hand, CASEpeer is designed for personal injury lawyers, with the basic plan starting at $79 per user every month.