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Best Legal CRM Software for Small Business

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall Legal CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Legal CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Legal CRM category.

In addition to qualifying for inclusion in the Legal CRM Software category, to qualify for inclusion in the Small Business Legal CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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4 Listings in Small Business Legal CRM Available

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    G2 Score
Clio Manage
(828)4.7 out of 5
Optimized for quick response
1st Easiest To Use in Legal CRM software
View top Consulting Services for Clio Manage
Save to My Lists
Entry Level Price:$49.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ranked #1, Clio is the leading legal practice management software with built-in AI capabilities and the most 5-star reviews. Proudly used by 150,000+ lawyers from mid-sized, small & solo firms.

    Users
    • Attorney
    • Paralegal
    Industries
    • Law Practice
    • Legal Services
    Market Segment
    • 92% Small-Business
    • 4% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Clio Manage is a cloud-based software that provides storage, communication, and billing features for law firms.
    • Reviewers like the integrated communication features, cloud storage capability, and regular updates that Clio Manage provides without requiring additional payments.
    • Users mentioned that setting up Clio Manage requires a substantial amount of preliminary data entry work and lacks customization options within the platform.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clio Manage Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    198
    Document Management
    91
    Efficiency
    90
    Billing
    84
    Features
    81
    Cons
    Missing Features
    87
    Limitations
    50
    Document Management
    46
    Billing Issues
    35
    Lack of Customization
    34
    View All Pros and Cons
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clio
    Company Website
    Year Founded
    2008
    HQ Location
    Burnaby, BC
    Twitter
    @goclio
    16,381 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,830 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ranked #1, Clio is the leading legal practice management software with built-in AI capabilities and the most 5-star reviews. Proudly used by 150,000+ lawyers from mid-sized, small & solo firms.

Users
  • Attorney
  • Paralegal
Industries
  • Law Practice
  • Legal Services
Market Segment
  • 92% Small-Business
  • 4% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Clio Manage is a cloud-based software that provides storage, communication, and billing features for law firms.
  • Reviewers like the integrated communication features, cloud storage capability, and regular updates that Clio Manage provides without requiring additional payments.
  • Users mentioned that setting up Clio Manage requires a substantial amount of preliminary data entry work and lacks customization options within the platform.
Clio Manage Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
198
Document Management
91
Efficiency
90
Billing
84
Features
81
Cons
Missing Features
87
Limitations
50
Document Management
46
Billing Issues
35
Lack of Customization
34
View All Pros and Cons
Seller Details
Seller
Clio
Company Website
Year Founded
2008
HQ Location
Burnaby, BC
Twitter
@goclio
16,381 Twitter followers
LinkedIn® Page
www.linkedin.com
1,830 employees on LinkedIn®
Lawmatics
(200)4.7 out of 5
3rd Easiest To Use in Legal CRM software
View top Consulting Services for Lawmatics
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership. Firms use Lawmatics to streamline intake, automate tasks, run marketing campaigns

    Users
    • Attorney
    • Paralegal
    Industries
    • Legal Services
    • Law Practice
    Market Segment
    • 97% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Lawmatics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Automation
    23
    Ease of Use
    22
    Client Management
    12
    Customer Support
    12
    Communication
    11
    Cons
    Usability Issues
    8
    Messaging Issues
    5
    Time Consumption
    5
    Lack of Customization
    4
    Learning Curve
    4
    View All Pros and Cons
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Lawmatics
    Company Website
    Year Founded
    2017
    HQ Location
    San Diego, California
    Twitter
    @lawmatics
    407 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    78 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership. Firms use Lawmatics to streamline intake, automate tasks, run marketing campaigns

Users
  • Attorney
  • Paralegal
Industries
  • Legal Services
  • Law Practice
Market Segment
  • 97% Small-Business
  • 3% Mid-Market
Lawmatics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Automation
23
Ease of Use
22
Client Management
12
Customer Support
12
Communication
11
Cons
Usability Issues
8
Messaging Issues
5
Time Consumption
5
Lack of Customization
4
Learning Curve
4
View All Pros and Cons
Seller Details
Seller
Lawmatics
Company Website
Year Founded
2017
HQ Location
San Diego, California
Twitter
@lawmatics
407 Twitter followers
LinkedIn® Page
www.linkedin.com
78 employees on LinkedIn®

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Clio Grow
(22)4.3 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Save you and your firm time while delivering the best client experience with a reliable system for intaking new clients.

    Users
    No information available
    Industries
    • Law Practice
    • Legal Services
    Market Segment
    • 82% Small-Business
    • 14% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clio
    Year Founded
    2008
    HQ Location
    Burnaby, BC
    Twitter
    @goclio
    16,381 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,830 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Save you and your firm time while delivering the best client experience with a reliable system for intaking new clients.

Users
No information available
Industries
  • Law Practice
  • Legal Services
Market Segment
  • 82% Small-Business
  • 14% Mid-Market
Seller Details
Seller
Clio
Year Founded
2008
HQ Location
Burnaby, BC
Twitter
@goclio
16,381 Twitter followers
LinkedIn® Page
www.linkedin.com
1,830 employees on LinkedIn®
8am MyCase
(315)4.4 out of 5
2nd Easiest To Use in Legal CRM software
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    8am MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm's operations. With MyCase, all of yo

    Users
    • Attorney
    • Paralegal
    Industries
    • Law Practice
    • Legal Services
    Market Segment
    • 98% Small-Business
    • 2% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • MyCase is a legal CRM that simplifies billing, time keeping, automation forms and cloud document features for law firms.
    • Users like the comprehensive and interconnected case management, the easy-to-use interface, the client portal, and the efficient billing system that syncs to Quickbooks and LawPay.
    • Reviewers mentioned issues such as the inability to add temporary staff or co-counsel without paying for a full seat, limitations in client and case file setup, and difficulties with data migration from other platforms.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • 8am MyCase Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    70
    Case Management
    28
    Document Management
    28
    Features
    27
    Billing
    25
    Cons
    Missing Features
    30
    Document Management
    22
    User Interface Issues
    21
    Billing Issues
    20
    Usability Issues
    17
    View All Pros and Cons
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    8am
    Company Website
    Year Founded
    2005
    HQ Location
    Austin, TX
    LinkedIn® Page
    www.linkedin.com
    65 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

8am MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm's operations. With MyCase, all of yo

Users
  • Attorney
  • Paralegal
Industries
  • Law Practice
  • Legal Services
Market Segment
  • 98% Small-Business
  • 2% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • MyCase is a legal CRM that simplifies billing, time keeping, automation forms and cloud document features for law firms.
  • Users like the comprehensive and interconnected case management, the easy-to-use interface, the client portal, and the efficient billing system that syncs to Quickbooks and LawPay.
  • Reviewers mentioned issues such as the inability to add temporary staff or co-counsel without paying for a full seat, limitations in client and case file setup, and difficulties with data migration from other platforms.
8am MyCase Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
70
Case Management
28
Document Management
28
Features
27
Billing
25
Cons
Missing Features
30
Document Management
22
User Interface Issues
21
Billing Issues
20
Usability Issues
17
View All Pros and Cons
Seller Details
Seller
8am
Company Website
Year Founded
2005
HQ Location
Austin, TX
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®
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Small Business
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Language
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4 Listings in Small Business Legal CRM Available

  • Sort By:
    G2 Score