The Best CRMs for Law Firms to Consider in 2022
Once upon a time, law firms had to keep track of client information using paper records.
But this is inefficient and time-consuming. Plus, modern technology has updated and streamlined this process. And this is where CRMs come into the picture.
The best CRM for attorneys helps with organizing client information and frees up time and energy to focus on winning cases. There are many options out there, but we think this list of the best CRMs for law firms in 2022 will help you find what you need.
What Is A Legal CRM?
Let’s begin by understanding what a legal CRM is, and why this software is crucial for modern law firms.
CRM stands for Customer (or, in this case, Client) Relationship Management. CRMs for law firms are databases that centralize info on current and prospective clients. In addition to this, further options for CRMs include calendars and to-do lists that can be integrated with the info database.
In a nutshell, CRM software forms an intuitive and streamlined interface for many of the daily activities of a modern law firm. It’s a secure and easy-to-use system that helps with activity reporting, billing and other financials, and the filing of information.
Why Do Law Firms Need A CRM?
A client’s experience has a lot to do with any law firm’s success.
This is why a smooth and positive client experience will often help a firm secure that client’s business. On the other hand, a negative experience will sink the relationship before it’s even begun.
That’s where CRMs come into the picture. Software like this is designed to help manage a client’s experience, and create the conditions to make that experience as positive as possible. The best CRM for attorneys lets you handle client contact info and set meeting dates and times.
Even better, they let you compile a dossier of information for each contact. It helps you analyze client and contact data to achieve the best results.
So a firm can have at their fingertips an array of info. Among others, this includes case notes, legal details, and even biographical data to personalize the client.
With good CRM software, you can interact in a more personal way with your clients, and ensure that the experience leaves them satisfied.
Best CRMs For Law Firms
Now that we’ve got the preliminaries out of the way, it’s time to look at some of the best CRMs for law firms.
The following list of providers for CRMs is based on a number of criteria. This includes online customer reviews, comparing CRM costs, and assessing the latest CRM features.
We’ve whittled our list down to eight programs, which we think are the best options for CRMs in 2022.
The AbacusLaw CRM system comes with a number of features that are optimized for law firms.
This CRM software has a wide assortment of useful tools. Among them is a billing feature for fixed-rate and hourly contracts, an intuitive electronic signature system, and even applications to help in time management. Most importantly, AbacusLaw incorporates a sophisticated case management tool with legal workflow features.
In other words, it has everything that busy law firms need to stay organized and efficient.
CASEpeer is one of the best CRMs for law firms.
First up, the system has a smooth and easy interface that’s quite foolproof. They also have a customer support network that helps to resolve any frustrations and hangups.
In fact, CASEpeer’s customer service and support is among the best in class, with a support staff that knows their product inside and out. But the intuitive nature of the CASEpeer CRM software is such that any need for customer support is quite limited.
Even the basic plan furnishes you with a sophisticated suite of features. It includes a versatile case management system, document automation features, as well as a billing and time management system.
When it comes to the Clio CRM, you have a handy software that is more generalized and dependable.
Clio foregoes specialization to cater to law firms of all different sizes and competencies. In some ways it’s a bare-bones system, but if you’re just looking for something to get the job done, Clio is for you. It comes with information storage and data tracking, as well as a full billing feature to invoice for hourly and fixed-rate contracts.
CosmoLex is a cloud-based CRM with a full suite of systems for running any law firm.
Among CosmoLex’s most competitive features is its integrative software. That means you can skip having to incorporate third-party software into the CRM. This is an advantage especially for billing software, such as QuickBooks, which can have difficulty syncing with outside applications.
LawGro is a newer and less-established CRM.
Its software is streamlined for easily managing client information, plus incorporating all the document management and invoicing features found in other CRMs. It also has a search feature for conflicts of interest, so you can avoid ethical quandaries.
Lawmatics is one of the best CRM for attorneys, due in large part to its sizable complement of features. The software covers about everything a law firm needs, including customizable campaigns, client onboarding features, and the ability to integrate other legal apps and software.
PracticePanther is right at the top when it comes to customer satisfaction.
This may in large part be due to its sophisticated document management system. In short, this system is fast and intuitive, as uploading documents and other media is smooth and seamless.
Smokeball has a recognizable and easy-to-use interface. But most importantly, Smokeball features a simple time management system that integrates with the billing system. So when it’s time for invoicing, your billable hours are arranged and itemized for the client’s perusal.
Find The Best CRM For Attorneys And Law Firms
If you’re looking for the best CRM for attorneys, you can’t go wrong with one of these options.
They’ve proven to be the best CRMs for law firms through long usage, and each of them has a different set of features that appeal to the specialties of different legal firms.
Here at CNG IT, we offer affordable access to IT services for small- to medium-sized businesses. This includes managing and supporting CRM software for law firms. So please contact us today to request a quote and see how we can help.