Best Lawyer Client Management CRM Software

How can CRM software be used by those in the Legal Profession? In a large law firm, it is easy to make the argument that technology can assist in co-ordinating client information and client relationships and that information can be used to identify cross selling opportunities. CRM helps in profiling prospects, understanding their needs, and in building relationships with them by providing the most-suitable products and a very high level of customer service. It integrates back and front office systems to create a database of customer contacts, purchases, information requested, technical support, etc. This helps a firm to present a unified face to its customers, and improve the quality of the relationship.

Capsule CRM


Capsule does an amazing job of putting so much functionality into such an inexpensive, simple relationship management t…

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Really Simple Systems


Highly Recommended Really Simple Systems is aimed at small and medium sized organizations or departments of larger…

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amoCRM is a feature rich online hosted CRM system made for even the most novice users to be able to master. A good CR…

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PracticePanther, a secure legal software, provides tools to manage  clients, cases, billable time, invoices and more. Simple, practical and easy to use it can be used from any device, anywhere, and anytime. The software can be used not just by law firms, lawyers and legal secretaries but also by solo practitioners. Pricing starts from $39 per month per user.

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ActionStep is a features rich software system developed for law firms. The system is cloud based and secure. The workflow allows users to automate their practice resulting in lower costs and quality output. New and existing clients can be managed through the Customer Relationship Management tool. ActionStep’s range of installable apps and plugins give users access to expert resources and the power of applications such as HotDocs, Google Mail, Microsoft Office & Xero. A free trial and version are offered with priced plans starting at $60.

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Aderant, an independent legal software company, provides business management software for legal and professional services firms of all sizes. This Atlanta based company offers a suite of management software which includes time and billing, financial management, plaintiff accounting, client relationship management (CRM) and practice and case management.

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Clio, a cloud based secure software targeted to meet the need of sole practitioners and small laws firms, makes legal practice management easy. Clio provides document management, time tracking, billing and accounting features. Clio is a single resource that eliminates the need for multiple specialized applications by incorporating the principal talents of each. A free trial is also on offer.

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