Best Legal CRM Software

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

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
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Featured Legal CRM Software At A Glance

Leader:
Clio Manage
Clio Manage
Highest Performer:
Lawmatics
Lawmatics
Easiest to Use:
Clio Manage
Clio Manage
Top Trending:
Clio Grow
Clio Grow
Show LessShow More
Highest Performer:
Lawmatics
Lawmatics
Easiest to Use:
Clio Manage
Clio Manage
Top Trending:
Clio Grow
Clio Grow

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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26 Listings in Legal CRM Available
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Clio Manage
(893)4.7 out of 5
Entry Level Price:$49.00
1st Easiest To Use in Legal CRM software
View top Consulting Services for Clio Manage
OverviewPros and Cons
Product Description

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

Users frequently mention the platform's ease of use, its ability to simplify operations, and its robust data storage capabilities, which allow for efficient management of large amounts of data and seamless integration with other tools. Users experienced drawbacks such as a lack of robust automated workflows and custom calendar rules, limited custom reporting, and challenges with the initial setup, which requires substantial preliminary data entry.

Pros and ConsSeller Details
ProsEase of Use, Document Management, Efficiency, Billing, Features
ConsMissing Features, Limitations, Document Management, Billing Issues, Lack of Customization
Seller Details
Seller
Clio
Company Website
Year Founded
2008
HQ Location
Burnaby, BC
Twitter
@goclio
16,392 Twitter followers
LinkedIn® Page
www.linkedin.com
2,302 employees on LinkedIn®
Clio Grow
(23)4.3 out of 5
View top Consulting Services for Clio Grow
OverviewSeller Details
Product Description

Clio Grow is a cloud-based client intake and legal client relationship management (CRM) software designed to transform how law firms attract, retain, and manage prospective clients. By automating and

Industries: Law Practice, Legal Services · Market Segment: 83% Small-Business, 13% Mid-Market
Seller Details
Seller
Clio
Year Founded
2008
HQ Location
Burnaby, BC
Twitter
@goclio
16,392 Twitter followers
LinkedIn® Page
www.linkedin.com
2,302 employees on LinkedIn®
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Lawmatics
(212)4.6 out of 5
3rd Easiest To Use in Legal CRM software
View top Consulting Services for Lawmatics
OverviewPros and Cons
Product Description

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: 96% Small-Business, 3% Mid-Market
Pros and ConsSeller Details
ProsAutomation, Ease of Use, Customer Support, Client Management, Communication
ConsUsability Issues, Lack of Customization, Learning Curve, Time Consumption, Messaging Issues
Seller Details
Seller
Lawmatics
Company Website
Year Founded
2017
HQ Location
San Diego, California
Twitter
@lawmatics
404 Twitter followers
LinkedIn® Page
www.linkedin.com
82 employees on LinkedIn®
8am MyCase
(346)4.4 out of 5
Entry Level Price:$39.00
2nd Easiest To Use in Legal CRM software
OverviewPros and Cons
Product Description

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

Reviewers frequently mention the ease of setup, user-friendly interface, and the ability to keep cases organized and easily accessible, along with the appreciated client portal and various integrations enhancing the user experience. Reviewers mentioned issues with document management limitations, inability to create multiple pipelines, lack of setup for public defenders, inability to delete certain items, and the presence of features that can't be turned off or require workarounds.

Pros and ConsSeller Details
ProsEase of Use, Case Management, Features, Document Management, Billing
ConsMissing Features, Document Management, Billing Issues, User Interface Issues, Limitations
Seller Details
Seller
8am
Company Website
Year Founded
2005
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
708 employees on LinkedIn®
InterAction+
(17)3.7 out of 5
4th Easiest To Use in Legal CRM software
OverviewSeller Details
Product Description

LexisNexis® InterAction® empowers your team to leverage firm-wide client and relationship intelligence to discover new revenue opportunities, standout from the competition, and enhance client relation

Industries: Law Practice · Market Segment: 53% Mid-Market, 35% Enterprise
Seller Details
Seller
LexisNexis
Year Founded
1970
HQ Location
New York
Twitter
@NexisSolutions
1,264 Twitter followers
LinkedIn® Page
www.linkedin.com
10,694 employees on LinkedIn®
SurePoint CRM
(15)3.9 out of 5
Entry Level Price:Contact Us
OverviewSeller Details
Product Description

SurePoint CRM is specifically designed for law firms looking to streamline client relationship management without the overwhelming complexity typical of many CRM systems. Unlike traditional CRMs that

Market Segment: 53% Small-Business, 47% Mid-Market
Seller Details
Seller
SurePoint Technologies
Year Founded
1976
HQ Location
Austin, Texas
Twitter
@surepointtech
89 Twitter followers
LinkedIn® Page
www.linkedin.com
205 employees on LinkedIn®
Hona
(7)4.1 out of 5
OverviewSeller Details
Product Description

Hona is the #1 client communication platform for law firms, designed to simplify and streamline how attorneys engage with their clients. Often called “the package tracker for law firms,” Hona provides

Market Segment: 100% Small-Business
Seller Details
Seller
Hona
Year Founded
2021
HQ Location
Lehi, US
LinkedIn® Page
www.linkedin.com
85 employees on LinkedIn®
LegalMatch
(6)3.4 out of 5
OverviewSeller Details
Product Description

Build your practice! With a LegalMatch Membership you get steady leads. Simplify your marketing. Remove the need for learning about and implementing the latest search engine optimization best practice

Industries: Law Practice · Market Segment: 100% Small-Business
Seller Details
Seller
LegalMatch
Year Founded
1999
HQ Location
Reno, US
Twitter
@LegalMatch
1,551 Twitter followers
LinkedIn® Page
www.linkedin.com
354 employees on LinkedIn®
8am CasePeer
(182)4.7 out of 5
Entry Level Price:$79.00
OverviewPros and Cons
Product Description

8am CasePeer is the #1 rated case management platform built for personal injury law firms. Supercharge your law firm with a cloud-based plaintiffs' practice management solution. With cases and rep

Users: Paralegal, Attorney · Industries: Legal Services, Law Practice · Market Segment: 93% Small-Business, 7% Mid-Market
User Sentiment

Reviewers like the platform's ability to streamline and centralize information, making tasks more manageable and easier to track, and appreciate its user-friendly interface, clear categories, and efficient organization of cases. Users mentioned limitations in customization and reporting capabilities, issues with the calendar function, occasional system crashes, and problems with the integration of Dropbox and other features.

Pros and ConsSeller Details
ProsEase of Use, Case Management, Efficiency, Communication, Customer Support
ConsMissing Features, Functionality Issues, Texting Issues, Document Management, Messaging Issues
Seller Details
Seller
8am
Company Website
Year Founded
2005
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
708 employees on LinkedIn®
Rocket Matter
(173)4.3 out of 5
Entry Level Price:$49.00
OverviewPros and Cons
Product Description

Voted by Forbes as Best for Firms of All Sizes, Rocket Matter’s legal practice management software is the best way for growing law firms to manage and expand their practice. From innovative timekeepin

Users: Attorney, Paralegal · Industries: Law Practice, Legal Services · Market Segment: 96% Small-Business, 3% Mid-Market
Pros and ConsSeller Details
ProsBilling Ease, Ease of Use, Time Saving, Affordable, Billing
ConsFunctionality Issues, Limited Customization, Limited Mobility, Missing Features, Poor Customer Support
Seller Details
Seller
ProfitSolv
Company Website
Year Founded
2020
HQ Location
Knoxville, US
Twitter
@ProfitSolv
17 Twitter followers
LinkedIn® Page
www.linkedin.com
160 employees on LinkedIn®
Law Ruler Software
(6)4.6 out of 5
View top Consulting Services for Law Ruler Software
OverviewPros and Cons
Product Description

Law Ruler is the #1 Legal CRM on the market that is custom tailored to fit your needs. We offer unlimited automations (both email and text), unlimited contacts, open API for all of your integrations,

Market Segment: 100% Small-Business
Pros and ConsSeller Details
ProsAutomation, Document Management, Features, Intuitive, Reporting
ConsMissing Features, Software Bugs, Usability Issues, Visibility Issues
Seller Details
Seller
ProfitSolv
Year Founded
2020
HQ Location
Knoxville, US
Twitter
@ProfitSolv
17 Twitter followers
LinkedIn® Page
www.linkedin.com
160 employees on LinkedIn®
CosmoLex
(311)4.2 out of 5
Free trial available
OverviewPros and Cons
Product Description

If you're searching for a single solution that can simplify your law practice in every way from client intake to payment processing, then CosmoLex is your answer. CosmoLex is the only complete practic

Users: Lawyer, Legal Assistant · Industries: Legal Services, Law Practice · Market Segment: 99% Small-Business, 0% Mid-Market
Pros and ConsSeller Details
ProsAccounting Management, Ease of Use, Customer Support, Practice Management, Time Saving
ConsBilling Issues, Expensive, Poor Customer Support, Lack of Customization, Slow Performance
Seller Details
Seller
ProfitSolv
Company Website
Year Founded
2020
HQ Location
Knoxville, US
Twitter
@ProfitSolv
17 Twitter followers
LinkedIn® Page
www.linkedin.com
160 employees on LinkedIn®
PracticePanther
(112)4.3 out of 5
Entry Level Price:Starting at $49.00
OverviewPros and Cons
Product Description

PracticePanther is the #1 easiest-to-use, all-in-one law practice management software on the market, trusted by tens of thousands of legal professionals across 170+ countries. Designed specifically fo

Users: Paralegal, Attorney · Industries: Law Practice, Legal Services · Market Segment: 92% Small-Business, 7% Mid-Market
Pros and ConsSeller Details
ProsEase of Use, Customer Support, Billing Ease, Features, Organization
ConsApp Crashes, Billing Issues, Difficult Learning, Expensive, Functionality Issues
Seller Details
Seller
Paradigm
Company Website
HQ Location
New York, New York, United States
LinkedIn® Page
www.linkedin.com
90 employees on LinkedIn®
Tabs3 Software
(87)4.4 out of 5
Entry Level Price:Starting at $69.00
OverviewPros and Cons
Product Description

Tabs3 Software provides intuitive, fully integrated legal billing and practice management solutions that combine privacy, security, and advanced performance with fast, flexible, work-anywhere function

Users: Attorney, Paralegal · Industries: Legal Services, Law Practice · Market Segment: 87% Small-Business, 10% Mid-Market
Pros and ConsSeller Details
ProsEase of Use, Customer Support, Billing Ease, Efficiency, Features
ConsBilling Issues, Expensive, Functionality Issues, Missing Features, Complexity
Seller Details
Seller
ProfitSolv
Company Website
Year Founded
2020
HQ Location
Knoxville, US
Twitter
@ProfitSolv
17 Twitter followers
LinkedIn® Page
www.linkedin.com
160 employees on LinkedIn®
Centerbase
(5)4.1 out of 5
OverviewSeller Details
Product Description

Centerbase is an all in one legal practice management software solution designed to help midsize law firms manage their operations efficiently while prioritizing profitability and client growth. This

Market Segment: 60% Small-Business, 40% Mid-Market
Seller Details
Seller
Centerbase
Company Website
Year Founded
2015
HQ Location
Overland Park, US
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
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