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…

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InfoFlo has none of the traditional complexities of CRM products. Users often get stuck between overpriced feature rich…

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Funnel CRM


Funnel CRM was designed for small businesses and solo freelancers who do not want to deal with complicated systems…

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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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Centerbase is a flexible practice management application suitable for law firms. Their cloud-based solution seamlessly integrates with systems such as Microsoft Office, and simplifies many firm processes such as client development, intake, timekeeping, billing, and document management. Centerbase makes it easy for established firms to easily transition to the next generation of legal technology. Centerbase is available for Web-based or on-premise deployment.

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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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