Legal customer relationship management (CRM) software is tailored to understand the intricacies of the legal industry and ease the daily responsibilities of legal practitioners. The software helps law firms manage and nurture client relationships, streamline client intake processes for better lead conversion, and improve overall client experience.
Legal CRM software provides tools and features tailored to the unique needs of legal practices, aiming to make client interactions, case management, and administrative tasks more efficient.
While most legal CRM tools focus on helping firms manage client relationships, some products are designed to increase efficiency by automating routine tasks and organizing case data. Additionally, several common integrations help expand a legal CRM product’s functionality. By connecting legal CRM software to legal case management software and legal practice management software, firms can track billable hours and generate invoices, enhance data security, and provide secure storage to legal documents.
To qualify for inclusion in the Legal CRM category, a product must:
Enable legal practitioners to communicate with clients via a centralized database
Track, capture, and manage client leads in an organized database
Organize client details and documents, and provide support for matter management
Provide marketing features designed exclusively for legal professionals
Integrate with other legal software
