Welp MagazineThis article showcases our top picks for the Best CRM Software For Law Firms. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).
We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.
Lawmatics
This product was recommended by Muhammad Mateen Khan from PureVPN
Lawmatics’ CRM and email features are a good fit for attorneys that want a custom approach to their client interactions, though it will be most useful for attorneys who want to utilize a seamless digital approach to client intake.
Salesforce
This product was recommended by Lauren Hawksworth from Founders Legal
Salesforce has allowed us to completely build out and customize a CRM system with an extensive amount of automation, customized reporting, and integration capabilities. You won’t find these capabilities in many other platforms. While Salesforce may not be the best suggestion for those seeking a simple and ready-to-run system, the effort that goes into customizing your platform opens the potential of really nurturing and strengthening your prospect and client relationships.
Jetpack CRM
This product was recommended by Curtis Bickler from Expert Media Design
For smaller firms who have a self-hosted WordPress-based website. Several advantages to the system, which a big one being it’s a 1-time purchase, self-hosted add-on to your current website. As a web development agency, we’ve used this software recently for clients who manage clients of >10,000 contacts and they love the system. All of the CRM tools we’ve come to expect: detailed & customizable contact data, customer tracking before and after acquisition, employee calendar with the ability to assign tasks to each contact, email system for individual contacts or weekly automations, etc. Also an easy to manage client portal: your employee’s login area where you can assign tasks & upload files directly to them. With a developers help, this software can be customized to exactly what your office needs as well.
ThoughtTrace
This product was recommended by Nick Vandivere from ThoughtTrace
ThoughtTrace a technology leader in the use applied artificial intelligence and machine learning in contract and document analytics. ThoughtTrace uses a Network AI Model to leverage data and integrate into related legal systems such as ERP, CRM and more. ThoughtTrace AI contract review software cuts through the noise and focuses on a higher-value analysis of an organizations’ documents. Some benefits include the ability to operate more cost-effectively with fewer resources, increase profitability & results that exceed customer expectations in any market environment, provide accurate guidance sooner and identify new opportunities and avoid potential landmines.
