The Best CRMs for Law Firms

Thryv is much more than a CRM. Its comprehensive capabilities help you boost customer relationships, streamline payment processing and build out your online presence.

Because Thryv offers so many features tied to its CRM, you can also handle sales and payments, which allow you to create payment plans, accept ACH (bank draft) payments, scan credit or debit cards and send receipts.

As a cloud-based system, you can access Thryv in the office or in the field, from desktop, tablet or app.

Pros

• Integrates with a variety of third-party apps, including QuickBooks, MailChimp, Slack and others
• 24/7 live chat and phone support
• One-on-one personalized onboarding
• Mobile app available for iOS and Android

Cons

• It can take time to learn how to get the most out of the system. However, Thryv offers free, unlimited 24/7 assistance.

AbacusNext is a centralized case management system incorporating tasks like scheduling, document storage, contacts and communication. Users can select the management product appropriate for their firm’s size.

Pros

• Free entry-level trials
• Includes firm management

Cons

• Higher price than other CRM systems
• Some users report faulty add-ons
• Lower quality reporting compared to other systems

A case management software targeted specifically to personal injury firms. CASEpeer is a cloud-based system that claims to improve law firm productivity and performance.

Pros

• Uncomplicated site design
• 50+ ready-made reports

Cons

• Occasional errors and bugs following system updates
• Can’t integrate with popular platforms like Dropbox

Clio focuses on overall caseload management. The cloud-based CRM provides time tracking, billing, calendar integration, contacts and document storage.

Pros

• Reasonably priced
• Multiple system tiers based on firm needs
• Can integrate with other software and programs
• Includes law firm management

Cons

• Doesn’t support scheduling or notifying multiple clients on the same day
• Occasional glitches with some integrations
• Poor user experience

CosmoLex provides legal-specific accounting. It also takes a matter-centric approach, allowing you to tag entries to the appropriate client matter.

Pros

• Unlimited document storage
• Money-back guarantee
• Free trial

Cons

• Data entry is time-consuming
• Bulk deposits are not allowed
• New features can cause system malfunctions

Interaction focuses on strategic sales and growth. It is one of the older entries in this market, designed specifically for law firms. The platform is a LexisNexis property.

Pros

• Integrates contacts from other systems
• Business development features
• Centralized client and prospect information

Cons

• Not designed for small firms
• IT support requires LexisNexis subscription

Law Ruler is more narrowly focused than other CRMs. It provides marketing automation and client intake solutions.

Pros

• Automated lead nurturing
• Referral management
• Integrates with most case management software

Cons

• Limited availability (United States and Canada only)
• No Gmail or Outlook integration
• Increased costs for customization

LawGro’s artificial intelligence helps law firms automate timekeeping. It provides expense tracking, billing, invoicing, document automation, task management, time recording, email tracking and reporting.

Pros

• Minimal effort to track time after setup
• Can integrate with other apps and programs
• Free trial

Cons

• Payment integration lacking
• Limited service and function scope

Lawmatics provides marketing, client intake, document management and billing. The system uses workflow automation to help firms engage with prospects and clients.

Pros

• Broad marketing features
• Customizable services and options
• Automation features

Cons

• Costly
• Billing and payment options are subpar
• CRM features lacking

A well-known market leader in cloud CRM. Salesforce cannot be specifically tailored to law firms, but has a wide variety of services.

Pros

• Extensive offerings for firm management and growth
• Customizable features
• Support services and online community resources

Cons

• Cost-prohibitive
• Not targeted to law firms
• Requires a certain level of tech savviness
• Some features are complex

Not designed specifically for attorneys or law firms. Zoho CRM claims it can save users data entry and facilitate customer relationships.

Pros

• Can be used in firms of any size
• Sales automation features

Cons

• Not tailored to law firms
• Occasional system bugs