Legal CRM Software

CRM stands for client relationship management or customer relationship management software. The best law firm CRM tools will drive your firm's growth by fostering better relationships with leads, new clients, and existing clients.

Client relationships are the center of your practice, and a law firm CRM solution is one of the most crucial tools at your law firm’s disposal. It functions as a centralized database that tracks information about clients & prospects, making mundane yet significant administrative tasks much easier to handle, including:

• Client intake
• Client communications
• Contact management
• Document management
• Lead management & tracking
• Scheduling & follow-up
• Revenue tracking

The legal CRM software market is growing, but there are few that integrate as seamlessly into your practice management software as CosmoLex CRM. Your contact management, client intake, and digital marketing automation tools are all fine-tuned to serve the unique needs of law firms better than any other CRM available.

The day of the Rolodex and spreadsheet is over. Law firms and their clients are busy and there are a lot of moving parts when it comes to maintaining a professional relationship. Lawyers need a complete legal CRM solution that can help do everything from the heavy lifting of growing a small law firm to handling building relationships with clients at larger firms.

When implemented well, law firm CRM software can help you nurture your client relationships while reducing the amount of administrative work that goes into relationship management.

The best law firm CRM software gives you the ability to: Manage clients as they move through your sales pipeline & Provide an efficient & personalized onboarding experience.

In addition, CosmoLex CRM includes marketing automation & analytics tools to help your firm bring in more qualified leads, better assess your client intake workflows, and evaluate your marketing spend. CosmoLex CRM can help your law firm grow at every stage of business. 

Your CRM software can potentially be used by almost any team member, from attorneys to administrative staff to marketing & finance departments. That’s because a CRM system performs many valuable functions for your firm—and each of those functions is designed to help team members do their jobs more efficiently & effectively.

Paralegals: A law firm CRM helps paralegals schedule appointments, manage documents, and send files for e-signatures more efficiently & with less hassle.

Attorneys: Your law firm’s attorneys can use your CRM to track the status of prospects throughout the sales pipeline, build client intake forms with custom fields that identify more promising, qualified leads, and assign tasks to other attorneys & 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 effective. The reporting & analytics tools included in your CRM can help you identify target prospect audiences & practice areas — and understand your marketing ROI for each. Digital marketing automation tools allow increased touches with prospective clients through automated drip email campaigns to nurture your leads effectively.

Partners and Firm Owners: Run “business intelligence“ reports to gather revenue insights & make data-driven decisions about growing your firm profitably.

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

The first thing you need to consider is how user-friendly the CRM platform is. Is the interface & user experience intuitive? Can you accomplish your tasks within one to two clicks? A legal CRM software that promises advanced features won’t do your firm any good if all the features are buried beneath complicated workflows or require a steep learning curve.

The best law firm CRMs can also be customized to your law practice, your practice areas, your clients, and what your attorneys need to be successful. This varies from firm to firm but can include things like tailoring intake forms to practice areas, automated response messages & timelines, drip campaigns for your digital marketing, and many other things.

A legal client intake process that runs smoothly benefits your entire law firm, from retaining more qualified leads to reducing training time & workloads for your intake team.

Using legal-specific CRM software to support the process gives you a smoother intake workflow that keeps prospects engaged & your staff productive.

One of the top client intake software features that CosmoLex CRM provides is “intelligent intake” custom forms.

Unlike generic intake forms, which require potential clients to fill out dozens of fields (that may not even be necessary), CosmoLex CRM intelligent intake forms are customizable & logic-based. CosmoLex CRM intake forms smoothly guide prospective clients through the process based on previous responses on the current form or other forms in the CRM.

Our intelligent intake forms can also be structured to qualify/disqualify new leads automatically, saving your intake team time & allowing less experienced team members to handle client intake—and because CosmoLex CRM intelligent intake forms are fully optimized for all devices & platforms, they can be accessed & completed from anywhere on your mobile phone or tablet. Document automation also supports law firms throughout the intake process. Manual data entry is a significant drain on your intake team’s time. Our law firm CRM includes robust automation tools to help you quickly generate custom intake forms.

Time is of the essence during intake, and any step that slows down a client from signing can derail everything. This makes a one-click e-signature feature invaluable, saving you & your law firm the time & hassle of chasing down signatures by making the process as “frictionless” as possible.

With CosmoLex CRM you may also send e-signatures by text, reducing the chances of signature requests getting lost in your prospects’ inboxes.

Marketing is critical for law firms, but it’s also a task that can take up a lot of time – time that smaller firms don’t have. Unless your law firm has dedicated marketing professionals on staff, it can be hard to marshal the hours to do more than the bare minimum marketing.

With automated marketing tools as part of your legal CRM, small law firms can save significant time & significantly increase the impact of their marketing.

CosmoLex CRM supports automated email marketing “drip campaigns”, which keep potential clients engaged & your legal practice top-of-mind. Law firms can also send automated text-message marketing campaigns & pre-recorded voice calls from a user-friendly call-back number your leads & clients can actually respond to.

Worried that automated marketing campaigns might come across as impersonal (especially from smaller firms)? CosmoLex CRM email marketing tools make it easy to automatically personalize your messages with information from your law firm’s contact & client intake forms. With CosmoLex CRM, “automated” does NOT mean “impersonal”.