Top 10 Alternatives to SurePoint CRM Recently Reviewed By G2 Community
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Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.
8am MyCase is a web-based legal practice management software for the modern law firm.
CosmoLex is cloud-based law practice management software that includes billing, trust (IOLTA) accounting, calendaring & task management.
Increase your firm revenue with the first and only CRM, Intake and Marketing Automation platform designed specifically for lawyers, by lawyers.
CASEpeer is a comprehensive case management software for personal injury attorneys.
Rocket Matter is a cloud based practice management system for small and mid-sized law firms. Rocket Matter offers a complete legal software trusted by law firms to run their practice and improve their bottom line.
Simple and secure law practice management software for lawyers and firms. Case management, time tracking, & more
Tabs3 Software offers intuitive legal billing and practice management solutions that combine security with advanced performance. Our fully integrated suite of products features unmatched customizability with flexible, work-anywhere functionality and outstanding, U.S.-based support.
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 streamlining the client intake process, Clio Grow enables legal professionals to deliver personalized and efficient client experiences, reducing administrative overhead and enhancing firm productivity. Key Features and Functionality: - Client Relationship Management (CRM): Organize and track potential clients using customizable tags within a centralized Lead Inbox and Matter Pipeline, ensuring no opportunity is overlooked. - Online Intake Forms: Create and share custom intake forms accessible from any device, syncing them directly to matters to eliminate manual errors and redundant data entry. - E-signatures and Document Automation: Generate, review, and send custom, password-protected documents, forms, and agreements for secure online signing, expediting the documentation process. - Workflow and Email Automation: Develop step-by-step templates and automate client intake workflows to ensure consistent communication and prevent missed billable opportunities. - Reporting and Data Insights: Customize in-depth reports from an intuitive dashboard to identify revenue drivers and boost productivity through data-driven decisions. Primary Value and Solutions Provided: Clio Grow addresses the critical challenge law firms face in managing the entire client journey—from initial contact to case closure. By automating client intake and relationship management processes, it reduces administrative tasks, minimizes errors, and enhances client engagement. This leads to increased efficiency, higher client satisfaction, and improved profitability for law firms. Additionally, when integrated with Clio Manage, Clio's practice management software, firms benefit from a comprehensive end-to-end solution that synchronizes client data across the entire lifecycle, providing seamless management and insightful reporting capabilities.
InterAction® is a Relationship Intelligence solution for Legal and Professional Services firms