Client Relationship Management (CRM) Software

Because clients are the center of your practice, CRM is one of the most crucial tools at your disposal. It functions as a centralized database that tracks information about clients and prospects, making mundane yet significant administrative tasks much easier to handle.

CRM lets you streamline:

• Client intake
• Client communications
• Client management
• Document management
• Lead generation
• Lead management and tracking
• Scheduling and follow-up
• Revenue tracking
• Project management

Many general-purpose CRM tools are on the market, but few cater specifically to law firms. Our CRM, intake software, and digital marketing tools are a comprehensive solution designed to serve legal professionals' unique needs.

Let’s face it: Rolodexes and spreadsheets aren’t enough anymore. The best law firms are busy, and so are clients. Lawyers need comprehensive solutions that will help do the heavy lifting of growing a law firm while still building personal relationships with clients through excellent client service.

When implemented well, CRM tools for law firms help you nurture your client relationships while reducing the amount of administrative work that goes into relationship and case management.

CRM software gives you the ability to:

• Track prospective clients as they move through your sales pipeline
• Provide an efficient and personalized onboarding experience
• Manage clients and build positive client experiences with automated marketing, client follow-up, and even document management

In addition, our CRM system includes robust marketing automation and analytics tools to help your firm improve lead generation and better assess your client intake workflows per user and marketing spend.

We can help you position your law firm for growth at every step.

Any team member can use your CRM software, from attorneys to administrative staff to the sales team to marketing and finance departments. That’s because a CRM system performs many valuable functions for your firm—and each of those functions is designed based on user needs.

• Paralegals: Law firm CRM tools help paralegals schedule appointments, manage documents, and send files for eSignatures more efficiently and with less hassle.
• Attorneys: Your firm’s attorneys can use a CRM to track the status of clients throughout the sales pipeline, build client intake forms that identify qualified leads, and assign tasks to other attorneys and staff members.
• Marketing: Whether you rely on in-house marketing or work with a marketing firm, you’ll want to track progress on your goals. The reporting and analytics tools included in CRM can help you identify target audiences and practice areas and understand your marketing ROI. Digital marketing automation tools allow you to nurture leads and increase touches with clients through automated drip campaigns.
• Partners and firm owners: Run business intelligence reports to gather revenue insights overall and per user to make data-driven decisions about growing your firm.

CRM platforms come with many advanced features, but which ones will change how your law firm does business, and which could be a waste of time?

Aside from competitive pricing, you must first consider how user-friendly the platform is. Is the interface and user experience intuitive? Can you accomplish your tasks in just a few clicks? CRM software that promises rich features won’t do your firm any good if the features are buried beneath too many click-throughs.

The best legal CRMs can also be customized to your law firm, its practice areas, its clients, and what your attorneys need to be successful. This can include tailoring intake forms to practice areas, automated response messages and timelines, drip campaigns for your marketing, other email marketing tools, and more. Small law firms need these tools to help take administrative tasks off lawyers' plates.

CRMs with mobile apps ensure that your employees can assist clients even when they’re out of the office.

When choosing a CRM for your law firm, you have two general options: An industry-agnostic CRM or an industry-specific CRM (in this case, a legal-specific one).

While your law firm can use industry-agnostic CRM tools, these software programs aren’t designed to suit the unique workflows and demands of the legal industry. A legal-specific CRM will deliver better results for your firm, and faster.

Legal CRM is designed to support the specific operations and workflows involved in providing legal services, so you won’t need to struggle to fit your work into an industry-agnostic CRM’s generic workflows and tasks. For example, legal-specific CRM provides access to forms and processes that quickly deliver relevant client- and case-related information to attorneys.

Law firms often have other legal-specific software that they rely on as part of their tech stacks. When it comes to automation, large law firms benefit from a CRM with optimized integrations. You can integrate your CRM without depending on a third-party service, whether it’s time-tracking software, file-sharing platforms, case management software, record and document management tools, or another legal management system.

And don’t forget compliance; firms operate under strict compliance regulations, making it critical for any legal marketing and communications efforts to adhere to industry guidelines. A legal-specific CRM has baked-in compliance safeguards designed for the legal profession.

A smooth client intake process benefits your entire law firm, helping you retain more qualified leads and reduce training time and workloads for your intake team. While client acquisition and intake can be done without a CRM, using legal-specific CRM software to support the process is one step toward a cleaner intake workflow that keeps leads engaged and your staff productive.

One of Law Ruler’s top intake features? Intelligent intake forms.

Unlike generic intake forms, which involve filling out dozens of fields (some of which may not even be necessary), our intake forms are customizable and logic-based. They’re explicitly designed to guide prospective clients through the process smoothly based on previous responses.

Our intelligent intake forms can also be structured to automatically qualify and disqualify new leads, saving your intake team time and allowing less experienced team members to handle client intake. And because the forms are fully optimized for all devices and platforms, they can be accessed from anywhere.

Advanced features like document automation also support law firms with intake. Manual data entry is a significant drain on your intake team’s time. Our client intake software includes robust document automation tools to help you generate intake forms fast. Document automation also allows users to populate the fields in common forms with information from contact and intake forms, saving time and eliminating errors.

Any step that slows a client from signing during intake can derail the process. Because time is of the essence, the one-click eSignature feature is invaluable, saving significant time per user and the hassle of hunting down signatures.

As the only CRM for law firms that lets you send eSignatures by text, Law Ruler also reduces the chances of signature requests getting lost in your leads’ inboxes.

Marketing is critical for even the best law firms, but it can also be time-consuming. Unless your law firm has dedicated digital marketing professionals on staff, it can be hard to marshal the hours to do more than the bare minimum of marketing.

By taking advantage of marketing automation within a CRM, practices can save significant time and increase their marketing ROI by generating free legal leads without the need for paid advertisements.

The best law firm CRM solution supports automated email drip campaigns, which keep leads engaged and your practice top-of-mind with clients. This engagement can lead to organic growth and increased leads.

Law firms can also send automated text message marketing campaigns and pre-recorded voice calls from a number your leads and clients can respond to.

Are you worried that automated digital marketing campaigns might come across as impersonal? Our marketing automation tools allow you to personalize your messages with information from your intake and contact forms.

When law firms can access—and implement—usable data, they can make better business decisions.

Legal practices can run a wide range of reports through its CRM. With reports and analytics, you can:

• Track new leads throughout the sales process
• Track fees, balances, and other financial information
• Analyze client behavior, topics of interest, or potential services
• Analyze profitability, workflow, productivity, or bottlenecks
• And more

Running reports can be challenging in some CRMs, but our CRM makes it easy with a customizable law firm analytics dashboard that gives you a real-time view of critical KPIs. Reports can also be automated to run on your preferred schedule to support routine monitoring.

In addition to industry-leading software support and training, we offer several unique tools and functionalities that set us apart from other law firm CRMs.

Take advantage of a built-in softphone dialer that automatically prioritizes the most urgent calls and allows you to dial with one click from within the software. We also offer support for two-way texting and video calling to help you keep the lines of communication open at all times.

For example, Law Ruler is the only law office contact management software for law firms that lets you send one-click e-signatures by text—meaning less time is wasted tracking down signatures for important documents.

No matter your practice field, whether it’s mass tort, immigration law, or criminal defense, Law Ruler has the tools you need to succeed.

You probably already use a number of software tools for your law firm’s daily operations—and a good CRM should make using these tools easier, not more complicated.

One of the most important considerations in choosing a CRM system for law firms is what integrations are offered with other software tools, including:

• Your law firm practice management software
• Document software like Office 365
• Your email

Our software offers robust integrations with several industry-leading law practice management software programs, allowing you to automatically import client data from contact and intake forms into your case management systems. This lets your firm transition seamlessly from onboarding a new client to managing their case—while also reducing administrative time spent copying data and eliminating human error.

Our CRM tool integrates seamlessly with Office 365 and your attorneys’ Gmail accounts, allowing you to quickly generate, populate, and send documents and client communications.

These are only a few of the many powerful integrations that we offer. If you’re wondering whether our law office client management software will integrate with your other legal software tools, get in touch—we’ll be happy to answer your questions.

We also provide your team with comprehensive training to ensure you feel completely comfortable with the software before starting. This is especially helpful for a small law firm that may not have an in-house IT department to assist with software adoption. The Pro and Premium versions allow up to three users, which is great for small firms.

Law Ruler is the only law office contact management software with built-in softphone capabilities and contact management integration. Simply “click to call” using contact information collected through intelligent intake forms. Moreover, our “Local Presence Dialing” feature matches the area code of your outbound calls with the person you’re calling, increasing their chances of picking up the phone.

Fewer wrong numbers and missed calls mean you can start building relationships faster!

Choose from three law firm CRM subscriptions: Pro, Premium, and Enterprise, each with the option for either a monthly fee or annual billing.

The Pro and Premium options allow up to three users (making them great for small firms), with the option to add members at an added fee per user. Not sure which one is the best fit for your practice? Contact our support team for personalized insight.

The Enterprise version requires a minimum of ten users—if this applies to you, please contact us for a personalized quote.

We currently do not have a free legal CRM software version of Law Ruler. If you want to explore all of Law Ruler’s features to determine if it’s a good fit for your firm, schedule a demo with us at no cost.

At this time, there is no free version or trial for Law Ruler. We offer competitive pricing, flexible annual and monthly fees, and the option to schedule a free demo, allowing you to explore all of Law Ruler’s functions before signing up for a full subscription.

CRM stands for client relationship management or customer relationship management. As the name suggests, the best law firm CRMs will drive your firm’s growth by fostering better ties between your firm and your leads, new clients, and long-term clients.

Clients are the center of your practice, and CRM is one of the most crucial tools at your disposal. It functions as a centralized database that tracks information about clients and prospects, making mundane yet significant administrative tasks much easier to handle.

CRM lets you streamline:

• Client intake
• Client communications
• Client management
• Document management
• Lead generation
• Lead management and tracking
• Scheduling and follow-up
• Revenue tracking
• Project management

There are many general-purpose tools on the CRM market, but few cater specifically to your needs as a legal practice. Our CRM, intake software, and digital marketing tools are a comprehensive solution that is designed to serve the unique needs of law practices.

When implemented well, CRM tools for law firms help you nurture your client relationships while reducing the amount of administrative work that goes into relationship and case management.

CRM software gives you the ability to:

• Track prospective clients as they move through your sales pipeline
• Provide an efficient and personalized onboarding experience
• Manage clients and build positive client experiences with automated marketing, client follow-up, and even document management

In addition, our CRM system includes robust marketing automation and analytics tools to help your firm improve lead generation and better assess your client intake workflows per user and marketing spend.

At every step, we can help you position your law firm for growth.

Paralegals: Law firm CRM tools help paralegals schedule appointments, manage documents, and send files for eSignatures more efficiently and with less hassle.

Attorneys: Your firm’s attorneys can use a CRM to track the status of clients throughout the sales pipeline, build client intake forms that identify qualified leads, and assign tasks to other attorneys and staff members.

Marketing: Whether you handle marketing in-house or work with a marketing firm, you’ll want to make sure that all of your marketing efforts are hitting the mark. The reporting and analytics tools included in CRM can help you identify target audiences and practice areas and understand your marketing ROI. Digital marketing automation tools allow you to nurture leads and increase touches with clients through automated drip campaigns.

Partners and firm owners: Run business intelligence reports to gather revenue insights overall and per user to make data-driven decisions about growing your firm.

CRM platforms come with a lot of advanced features, but which ones are going to change the way your law firm does business, and which could be a waste of time?

Aside from competitive pricing, the first thing you need to consider is how user-friendly the platform is. Is the interface and user experience intuitive? Can you accomplish your tasks in just a few clicks? CRM software that promises rich features won’t do your firm any good if the features are buried beneath too many click-throughs.

The best legal CRMs can also be customized to your law firm, its practice areas, its clients, and what your attorneys need to be successful. This varies from firm to firm but can include tailoring intake forms to practice areas, automated response messages and timelines, drip campaigns for your marketing, other email marketing tools, and many other things. Small law firms need these tools to help take administrative tasks off lawyers' plates.

Note that some CRM platforms may offer a free version so you can take the software for a trial run before investing in it.

Also, CRMs with mobile apps ensure that your employees can assist clients even when they’re out of the office.

While it’s possible for your law firm to use industry-agnostic CRM tools, these software programs aren’t designed to suit the unique workflows and demands of the legal industry. A legal-specific CRM will deliver better results for your firm, and faster.

Legal CRM is designed to support the specific operations and workflows involved in providing legal services, so you won’t need to struggle to fit your work into an industry-agnostic CRM’s generic workflows and tasks. For example, legal-specific CRM provides access to forms and processes that deliver relevant client- and case-related information to attorneys quickly.

Law firms also have other legal-specific software as part of their tech stacks. Whether it’s time-tracking software, file-sharing platforms, case management software, record and document management tools, or another legal management system, a CRM can integrate with them without relying on a third-party service.

Last, but definitely not least, law firms operate under strict compliance regulations, making it critical for any legal marketing and communications efforts to adhere to industry guidelines. A legal-specific CRM has baked-in compliance safeguards designed for the legal profession.

While client acquisition and intake can be done without a CRM, using legal-specific CRM software to support the process is one step toward a cleaner intake workflow that keeps leads engaged and your staff productive.

One of our top intake features? Intelligent intake forms.

Unlike generic intake forms, which involve filling out dozens of fields (some of which may not even be necessary), our intake forms are customizable and logic-based. They’re designed specifically to guide prospective clients through the process smoothly based on previous responses.

Our intelligent intake forms can also be structured to qualify and disqualify new leads automatically, saving your intake team time and allowing less experienced team members to handle client intake. And because the forms are fully optimized for all devices and platforms, they can be accessed from anywhere.

Advanced features like document automation also support law firms with intake. Manual data entry is a major drain on your intake team’s time. Our client intake software includes robust document automation tools to help you generate intake forms fast.

Our software’s document automation capabilities also allow users to populate the fields in common forms with information from contact and intake forms. This feature not only saves time but also eliminates the risk of errors.

During intake, any step that slows down a client from signing can derail the process. Because time is of the essence, the one-click e-signature feature is invaluable, saving significant time per user and the hassle of hunting down signatures, making the process as frictionless as possible.

As the only CRM for law firms that lets you send eSignatures by text, it also reduces the chances of signature requests getting lost in your leads’ inboxes.

With marketing automation as part of your law firm CRM, practices can save significant time and increase their marketing ROI.

The best law firm CRM solution supports automated email drip campaigns, which keep leads engaged and your practice top-of-mind with clients. Law firms can also send automated text message marketing campaigns and pre-recorded voice calls from a number your leads and clients can actually respond to.

Worried that automated digital marketing campaigns might come across as impersonal? Our marketing automation tools can automatically personalize your messages with information from your law firm’s contact and intake forms.

Legal practices can run a wide range of reports through its CRM. With reports and analytics, you can:

• Track new leads throughout the sales process
• Track fees, balances, and other financial information
• Analyze client behavior, topics of interest, or potential services
• Analyze profitability, workflow, productivity, or bottlenecks
• And more

Running reports can be challenging in some CRMs, but our CRM makes it easy with a customizable law firm analytics dashboard that gives you a real-time view of important KPIs.

Reports can also be automated to run on your preferred schedule to support routine monitoring.

In addition to industry-leading software support and training, we offer several unique tools and functionalities that set us apart from other law firm CRMs.

Take advantage of a built-in softphone dialer that automatically prioritizes the most pressing calls and allows you to dial in with one click from within the software itself. We also offer support for two-way texting and video calling to help you keep lines of communication open at all times.

In addition, ours is the only CRM for law firms that lets you send one-click e-signatures by text—meaning less time is wasted tracking down signatures for important documents.

You probably already use a number of software tools for your law firm’s daily operations—and a good CRM should make using these tools easier, not harder. One of the most important considerations in choosing a CRM system for law firms is what integrations are offered with other software tools, including:

• Your law firm practice management software
• Document software like Office 365
• Your email

Our software offers robust integrations with several industry-leading law practice management software programs, allowing you to automatically import client data from contact and intake forms into your case management systems. This lets your firm transition seamlessly from onboarding a new client to managing their case—while also reducing administrative time spent copying data and eliminating human error.

Our tools also integrate seamlessly with Office 365 and your attorneys’ Gmail accounts, allowing you to generate, populate, and send documents and client communications with ease.

These are only a few of the many powerful integrations that we offer. If you’re wondering whether our CRM will integrate with your other legal software tools, get in touch with us—we’ll be happy to answer your questions.

We also provide your team with comprehensive training to make sure you feel completely comfortable with the software before getting started. This is especially helpful for a small law firm that may not have an in-house IT department to assist with software adoption. Both the Pro and Premium allow for up to three users, which is great for small firms.

As of right now, this is the only legal CRM software with built-in softphone capabilities and contact management integration. Simply “click to call” using contact information collected through smart intake forms. What’s more, our “Local Presence Dialing” feature matches the area code of your outbound calls with that of the person you’re calling, increasing their chances of picking up the phone.

Fewer wrong numbers and missed calls mean you can start building relationships faster!

Both the Pro and Premium options allow for up to three users (making them great for small firms), with the option to add members at an added fee per user. Not sure which one is the best fit for your practice? Contact our support team for personalized insight

The Enterprise option requires a minimum of ten users—if this applies to you, please contact us for a personalized quote.

At this time, we do not offer a free version of our software. We do, however, offer competitive pricing, flexible annual and monthly fees, and the option to schedule a demo at no cost, allowing you to explore all of Law Ruler’s functions before signing up for a full subscription.