Never Lose Track of a Lead Again
Manage your pipeline, track every interaction, and convert more prospects into clients with a CRM built specifically for law firms.
Turn More Leads Into Clients
The average law firm converts only 20-30% of leads into clients. With a dedicated legal CRM, firms see conversion rates of 40-50% or higher by following up consistently, nurturing relationships, and never letting opportunities slip away.
Visual Pipeline Management
See your entire lead pipeline at a glance with customizable Kanban-style boards. Track prospects from initial contact through signed retainer, and identify bottlenecks in your conversion process.
- Drag-and-drop interface for quick updates
- Customizable stages for your workflow
- Color-coded priority and status indicators
- Filtered views by attorney, practice area, or source
- Pipeline analytics and conversion metrics
Complete Communication History
Every email, call, text, and meeting automatically logged in one central location. Never lose track of a conversation or wonder who last spoke with a prospect.
- Automatic email sync with Gmail and Outlook
- Call logging with twilio integration
- SMS/text message tracking
- Meeting notes and outcome recording
- Searchable communication timeline
Intelligent Task Management
Stay on top of follow-ups with automated task creation and smart reminders. Ensure no lead falls through the cracks with accountability and deadline tracking.
- Automatic task generation from workflows
- Customizable reminder notifications
- Task assignment and delegation
- Due date tracking and escalation
- Team calendar and workload views
Lead Source Attribution
Know exactly which marketing channels are delivering the best leads. Track ROI on your marketing spend and double down on what works.
- Automatic source tracking from web forms
- UTM parameter capture and reporting
- Multi-touch attribution modeling
- Cost-per-lead and conversion analysis
- Integration with Google Ads and Facebook
Contact & Matter Management
Store comprehensive contact information, matter details, and custom fields specific to your practice. Build a valuable database that grows more useful over time.
- Unlimited custom fields and tags
- Relationship mapping for related contacts
- Matter type and practice area categorization
- Document attachments and notes
- Duplicate detection and merging
Explore Legal CRM Features
Explore the modules that help you track leads, automate follow-up, and convert more prospects into clients.
From Inquiry to Client in Minutes
Lead Captured
Prospect fills out web form on your site
Auto-Assigned
Lead automatically assigned to intake coordinator or attorney
Instant Alert
Team member receives notification and reviews lead details
Quick Response
Automated email sent, task created for follow-up call
Consultation Scheduled
Meeting booked through integrated calendar
Client Onboarded
Retainer signed, matter created in practice management system
Frequently Asked Questions
How is this different from my practice management software?
While practice management software focuses on managing active cases and matters, a legal CRM specializes in the pre-client stage. It helps you track prospects, manage follow-ups, nurture leads over time, and convert more inquiries into clients. Once someone signs a retainer, their information seamlessly transfers to your practice management system.
Will my team actually use another system?
Our CRM is designed for simplicity and integrates with the tools your team already uses. Emails sync automatically, forms capture leads directly, and the interface is intuitive enough that most users are productive within minutes. Plus, automated workflows mean less manual data entry, not more.
Can I see which marketing channels are generating the best leads?
Yes. Our CRM automatically tracks lead source from web forms, landing pages, and campaigns. You can see not just which channels generate the most leads, but which ones convert to clients at the highest rate. This helps you allocate your marketing budget more effectively.
What happens to leads that don't hire us right away?
This is where a legal CRM shines. You can set up automated nurture sequences to stay top-of-mind with prospects who aren't ready to hire yet. Send educational content, check-in emails, and reminders over weeks or months. Many clients hire when their situation changes, and you want to be the first firm they think of.
How does the CRM integrate with my existing tools?
We integrate with Clio, MyCase, PracticePanther, Smokeball, and other practice management platforms to sync contacts and matters. We also connect with QuickBooks for billing, Mailchimp for email marketing, Zapier for custom integrations, and more.
See How a Legal CRM Can Transform Your Practice
Schedule a demo to see how firms are converting more leads and growing faster with our legal CRM.
Trusted by leading law firms nationwide