The key to effectively managing leads and clients so your practice may better serve the requirements of people you wish to serve is legal CRM (Client Relationship Management) for law firms.

Hub Spot is thought to be a useful tool for managing every work that involves interacting with customers for law firms. It makes it easier for legal companies to manage their communications, sales, marketing, and clientele in one location.



Smaller law companies may gain more from CRM software even though they handle less business than larger ones. CRMs are generally filled with a plethora of digital capabilities that help you personalize, streamline, and enhance the connections you make with your clients.

Relationships are the cornerstone of a team’s deal making in private equity. Given its significance, it should come as no surprise that a company’s choice of customer relationship management (CRM) software can either foster or impede these interactions.


Depending on the organizational structure of the company, multiple departments or individuals may be in charge of CRM. The CRM system is typically used extensively by the marketing and sales departments to track sales activity, manage customer relationships, and analyze customer data.

One digital adoption tool that can assist you in keeping track of and managing all of the information and interactions you have with both current and potential customers is customer relationship management software.

All departments are connected by a single platform that unifies their data and operations into a single system. It also gathers all correspondence (text messages, calls, emails, and meetings), quotes, documents, and tasks related to every contact.

Every user can now directly access the real-time client data they require. Yes, as soon as your leads and clients take action, the data is automatically updated in real time.

This affects the experience of your clients as well as the productivity of your staff (as they are not need to share excel sheets and request data from other departments).


Ackert reported that 78% of law firms make use of a CRM system. You have a lot of information as a law company to manage, including client intake, contact details, previous interactions on various platforms, and billing information.

It can be difficult for your team to handle everything, even in a small business. Alternatively, they must commit a significant amount of time that they could spend on lucrative endeavors.

Every legal office, regardless of size, needs efficient contact management, prompt and efficient client communication, streamlined team cooperation, and technological support to increase productivity.

According to the report, the use of legal technology increased overall work productivity for 84% of law firms. As you can see, keeping up with technological advancements helps prevent you from falling behind your rivals.

Still unsure about the precise benefits of a CRM tool? The following are a few of the key advantages of CRM for your legal services:

Centralized database of data — you will always have access to details about the client or prospect’s prior interactions with the business, regardless of whether they reached out to you via phone, email, or another channel.

By handling the data manually, your team will be less overburdened and your client will feel valued and acknowledged.

All documents are digital: A CRM system can assist you in moving from paper to electronic records, which can be readily accessed and organized anyway you like.

Enhanced security: Private data and documents won’t ever get up in the wrong hands if you select the correct CRM with the newest security features.

Streamlined task management andCommunication: while sharing client information throughout the organization. Additionally, you can assign tasks to a specific client or prospect, such as following up with him after a previous communication.


As per Statista, there has been a 393% growth in the CRM market between 2010 and 2020. A number of new businesses offering solutions for law firms and other industries that might profit from technology expanded quickly as a result of the high demand for CRM software.

So how can your legal practice select the best option? Initially, you should search for particular CRM features to ensure they meet your requirements. These are the features that your brand-new legal practice CRM must have.

Customer Welcome

You can streamline your workflow, give your clients a better experience, track and analyze your data more effectively, and enhance organization and productivity by automating your client intake process.

You may prepare online forms, schedule appointments, receive documents, and more with certain legal CRM software. You can check the contact’s current status in the process and all of the details that you receive are immediately stored.

Case handling

According to Salesforce study, 76% of customers prefer various methods of communication depending on the situation. You can keep track of and arrange every correspondence that takes place on any channel between a contact and your business thanks to the case management tool. You never ask the same question twice and are constantly in the picture.

Requests can be managed and categorized by your team. To assist the firm in improving services and business procedures, additional team members can analyze cases and outcomes and compile information.

Management of documents

As we’ve already discussed, having all of your documents digitally stored in one location can help your company. You’ll be able to get rid of the never-ending stack of paper and quickly locate anything you need.

Improved protection of data

As a legal practice, you deal with a lot of extremely private information. Regretfully, nevertheless, the frequency of cyberattacks is rising all the time. Verify if your CRM system has the following characteristics to provide improved data protection:

Encryption: Without a password, no one outside the organization can read the data.

Two-factor authentication requires users to install additional login methods in order to access the service.

Authorized IP addresses: Your data is at danger if you use public WiFi networks to access the CRM.

Although there are many more helpful features, these are the essentials on which you shouldn’t skimp.



Clio is a practice management software designed specifically for legal companies, hosted on the cloud. It is intended to simplify the technology you require by replacing numerous disparate systems (accounting software, case management, document management, etc.). It will therefore enable you to conveniently and effectively manage your caseloads.

CRM Zoho

Law companies were not the target market for Zoho CRM’s design. Nonetheless, it provides every essential function a CRM for a legal business ought to have. It streamlines and automates marketing and sales while managing the relationships with your clients.

You can communicate with your clients via social media, live chat, email, and portals. In addition, it provides call data tracking analytics and a single-click dial.

With monthly pricing plans beginning at $14, it’s among the most affordable CRM systems available. Additionally, a free version for three users is available. However, the cost is justified by the complexity of the solution.

Ruler of Law

The first legal practice to use CRM software in 2012 was Law Ruler. It developed into an integrated solution over time that has been shown to raise revenue by 20% or more. Law Ruler was able to fully customize the software to meet the needs of law firms because of years of development. It also provides tailored answers for specific legal provisions.

The monthly pricing levels begin at $89 for each user. Although there isn’t a free version, you can sign up for a two-week trial to give it a try.

Hub spot

HubSpot is an all-in-one platform meant to handle sales, customer service, and email marketing in one location. It provides a limited-featured, free CRM application that includes task and activity tracking, deal overview, email tracking, and an analytics dashboard. On the other hand, advanced analytic and automation features are available in the premium edition.

According to users, using all of HubSpot’s components—rather than just CRM—is where its true power lies. This makes it possible to integrate it with over 200 additional platforms, making it a true one-stop shop for all of your business management requirements.


Choosing the best CRM for a legal company primarily comes down to your requirements and expectations. Although they are more expensive, there are programs made especially for the legal sector that will serve as your one-stop shop for handling the majority of business operations. Although you could be losing out on some features, less expensive options can potentially help you close more sales and improve the efficiency of your workflow.

Independently testing the tool is always the best method to make a decision. Try a free trial or sample version to see which is most economical and practical.

Don’t wait to have a CRM system if you don’t already have one. The advantages outweigh the short-term annoyance, despite the implementation’s often overpowering nature.

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top