Meet the best legal CRM software for your firm.

Legal client relationship management (CRM) software helps law firms manage existing and potential new clients throughout the duration of their cases. It stores information to facilitate the intake process, send reminders, track marketing attribution, and more. Legal CRM software helps law firms build stronger client-attorney relationships by improving communication with clients throughout the lifecycle of the case, leading to increased client retention and satisfaction.

Legal CRM software helps law firms manage business development functions like streamlining client intake, onboarding new clients, engaging with existing clients, and tracking revenue metrics and KPIs. It helps firms communicate effectively with potential and existing clients alike.

A recent scientific study on the effectiveness of CRMs points out these benefits in particular:

• Centralizes client information for stronger relationships and repeat business.
• Uses data-driven insights for targeted marketing campaigns.
• Tracks client interactions for tailored services and higher satisfaction.
• Automates routine tasks, reducing administrative burden and costs.
• Analyzes and optimizes workflows for improved efficiency.
• Promote service innovation through features like client portals and business texting.
• Supports paperless, eco-friendly practices by digitizing documents.

A cloud-based CRM is a system that is designed to help law firms manage their interactions with existing clients, prospective clients, and past clients. 

A legal CRM allows users to input and store client information, schedule appointments, track communications with clients, and manage case documents and other important files. It may also include features such as task management, calendaring, email integration, and customizable reports. 

By storing all of this information in the cloud, a cloud-based legal CRM allows users to access it from any device with an internet connection — making it easier to share information with other teammates of the firm and clients to collaborate on cases. PracticePanther’s legal CRM helps law firms streamline their workflow, improve communication and collaboration, and better manage their client relationships from beginning to end.

Before implementing software, law firms should first identify current roadblocks in internal processes to determine what should be managed. For example, if you know your law firm has a long onboarding process for new clients, consider using legal CRM software to create custom intake forms to speed it up. By customizing client intake forms to your practice, law firms can greatly reduce the friction that comes with filling paper forms and capturing repetitive information. Once an intake form is filled and submitted, PracticePanther automatically stores the potential client’s information in its CRM software. 

Using spreadsheets to track your law firm’s operations allows for more human errors and risks the possibility of unsecured information storage. The process of manually tracking client stages in a spreadsheet can waste a lot of time on non-billable hours. However, legal CRM software serves as an organized database that allows law firms to securely store important client information and enables attorneys to easily access, manage, and update information. With legal CRM, law firms can greatly reduce non-billable hours and streamline their practice without much manual work.

PracticePanther is the all-in-one legal practice management platform that streamlines various aspects of running a law firm, including custom client intake form templates, billing and time tracking, customizable reminders, and a secure client portal. 

In addition to these features, PracticePanther’s legal CRM software allows users to set up customized workflows to automate repetitive tasks and improve efficiency. For instance, you can create a workflow that automatically sends updates to your clients whenever you make progress on their cases. These updates can be delivered via email or text message, and your clients can access all relevant information about their cases through the secure client portal. PracticePanther is the most intuitive and easy-to-use legal CRM in the market and helps attorneys save time and increase productivity.

Yes, PracticePanther offers CRM features, but it also provides much more for law firms. While it manages client relationships effectively, PracticePanther also handles the intricate needs of legal professionals. You can track every client’s status, from intake to resolution, all in one intuitive legal platform. Plus, PracticePanther’s automated reminders save you from the dread of missed deadlines and court dates, a lifesaver in high-stakes litigation.

PracticePanther also streamlines document management by integrating seamlessly with your existing systems. Imagine quickly accessing any document from your case files during a heated negotiation, deposition, or court hearing.

Additionally, the built-in time tracking and billing features let you record billable hours accurately, allowing you and your staff to capture every minute spent on a client’s case. And with customizable reports, you can analyze your firm’s performance, track KPIs, and make data-driven decisions to improve your practice.

PracticePanther isn’t just the best CRM for law firms; it’s a comprehensive law firm software tailored to all the demands of legal practice.

A law firm CRM is essential for attorneys to keep track of client interactions and data. With the volume of clients, deadlines, and case details you handle daily, managing all this without a system will likely lead to errors and inefficiencies. 

Here are specific reasons why a CRM can transform your practice:

Client Data Management: With a CRM, you can pull up a client’s entire history in seconds. Every email, phone call, and note is organized and easily accessible, preventing the chaos of sifting through piles of files or endless email threads. If a client calls you with a question about their case status, you can easily respond with all the information they need.

Document Organization: A CRM allows you to store all related documents in one place. You can tag and categorize evidence, motions, correspondences — whatever you need to organize. When you need to reference a specific document, it’s right there, saving you from the frustration of misplaced files.

Automated Reminders: Missing legal deadlines can have severe consequences. With a CRM, you can set automated reminders for every critical date, from court appearances to statutory deadlines. For instance, if you’re deep into preparing for trial, the system can alert you about an upcoming filing deadline for another case that you may have missed. These notifications ensure you stay compliant without the need for sticky notes or multiple calendars.

Data Analysis: By analyzing client data, you can spot trends and make informed decisions. For example, you might notice an increase in family law cases and decide to allocate more resources to family law marketing. This insight allows you to adapt your practice to meet demand effectively.

Task Management: This feature makes it easy to assign tasks to associates, paralegals, or anyone else on your team. Delegating responsibilities and tracking progress ensure everyone is on the same page. When managing multiple cases, task management features keep your team aligned and productive.

Billing and Invoicing:  Accurate billing is critical. With a CRM, you can track billable hours directly within the system. Imagine sending an email, and your time is automatically logged and categorized. When it’s time to invoice, CRM software compiles all the details for you, reducing errors and speeding up the billing process.

Compliance and Security: Protecting client data is a must. A CRM provides robust security features like encryption and access controls. For example, you can restrict sensitive case information to senior partners only, ensuring compliance with ethical obligations and safeguarding client confidentiality.

The three broader stages of CRM are initiation, maintenance, and termination. Each stage is critical for managing client relationships effectively in a law firm.

1. Initiation

The initiation stage involves attracting and onboarding new clients. PracticePanther helps streamline this process by allowing you to track potential leads from initial contact through consultation. 

From the beginning, you’ll be able to capture all pertinent information about a potential client’s inquiry, such as how they found your firm and their specific legal needs through customizable intake forms. Automated workflows further simplify onboarding, guiding your staff through necessary steps like gathering initial documentation and setting up client portals for secure communication and document upload.

2. Maintenance

Once you onboard a client, the maintenance stage focuses on managing and nurturing the relationship. PracticePanther excels here by providing features to track all client interactions. 

Whether a client calls for an update on their case or you need to review previous conversations and documents, PracticePanther’s comprehensive case management system keeps everything organized and accessible. This level of detail ensures you don’t overlook any aspect of the client’s case, demonstrating your commitment to their success and enhancing client satisfaction. 

Additionally, automated reminders and task management features help ensure that important deadlines and follow-ups are never missed, allowing you to maintain a high level of service throughout the relationship.

3. Termination

The termination stage involves concluding the case and retaining the client for future business. PracticePanther helps you stay connected with clients even after their case is closed. You or your staff can easily manage personalized follow-ups through the system, allowing you to send updates on legal trends that might affect them or simply check in to show your ongoing support. 

PracticePanther’s automation features make these follow-ups consistent and meaningful, helping to maintain and strengthen client relationships over time. Satisfied clients are more likely to return for additional services and refer others to your firm, making this stage crucial for long-term success.

By leveraging PracticePanther through these three stages, your firm can manage client relationships more effectively, enhancing client satisfaction and encouraging your firm’s continued success in a competitive market.

When it comes to choosing a CRM, many legal professionals opt for PracticePanther because it is the all-in-one solution for law firms. Lawyers can use PracticePanther for client management as well as numerous other needs, including:

Client Intake: In a recent survey of legal professionals, 98% of firms noted that effective legal intake software features significantly improved their marketing decisions. You can harness PracticePanther’s customizable forms to gather all necessary information from the start. Potential clients complete detailed forms online, and their data seamlessly integrates into the PracticePanther system. This process saves time and eliminates data entry errors, allowing you to focus on evaluating and managing cases more effectively.

Conflict Checking: Conduct thorough conflict-of-interest checks before taking on new clients. PracticePanther’s CRM features allow you to cross-reference new client data against existing records, alerting you to potential conflicts. This feature protects your practice from ethical breaches and liability issues.

Client Portals: Provide clients with secure access to their case information through a legal client portal. Clients can view updates, upload documents, and communicate with your team directly within the portal.

Custom Reports: Whether you need to analyze case progress, billing efficiency, or client satisfaction, PracticePanther offers customizable reports for almost anything you can think of. These insights help you make data-driven decisions to improve your practice.

Workflow Templates: You can define multiple workflow templates for recurring processes. For example, if you handle numerous divorce cases, create a workflow that outlines every step, from the initial consultation and filing to the final judgment or agreement. This standardization enhances efficiency and consistency across your practice.

Referral Management: If you receive referrals from various sources, PracticePanther helps you track who referred which client via customizable Tags, allowing you to recognize and reward those referrals appropriately.

Remote Access: One of PracticePanther’s standout features is its accessibility from anywhere. Whether you need legal software for home use, in court, or traveling, you can access all your case files, client communications, and billing information through PracticePanther’s cloud-based system. 

PracticePanther is more than a CRM; it’s a comprehensive solution that integrates every aspect of your practice into a single, cohesive system. Having everything in one place — from client communications to billing — streamlines your operations, reduces the risk of errors, and saves valuable hours. 

There are options for a free CRM for lawyers out there, but remember the old adage: you get what you pay for. This principle rings especially true in the legal profession, where confidentiality and reliability are paramount. If you’re still convinced you want a free option, keep reading to see what you should watch out for.

Data Security Concerns

When handling sensitive client information, free CRM options often fall short in providing the robust security features you need. Free software might lack encryption and advanced security protocols, putting your client’s confidential information at risk. A breach could have severe consequences, both legally and for your firm’s reputation.

Limited Functionality

Free CRM software typically offers limited functionality. As a lawyer, you need a system that handles the complexity of legal practice management. A free CRM will likely not include or even integrate with the necessary document management systems or calendaring tools, leading to inefficiencies and potential errors.

Lack of Customization

Every law firm has unique needs. Free CRMs often have rigid structures with little room for customization. You likely won’t be able to tailor fields and workflows to fit your firm’s specific requirements, leading to a cluttered and ineffective system.

Insufficient Support

When issues arise, reliable customer support is critical. Free CRM options often come with limited or non-existent support. Imagine facing a technical glitch right before a major court deadline. Without prompt support, you risk missing critical filings or losing access to important case data. Paid CRM solutions typically offer dedicated support teams who understand the urgency of legal work and can resolve issues quickly.

No Regular Updates

Free CRMs might not provide regular updates or improvements, leaving your system vulnerable to bugs and security threats. Legal technology and compliance requirements are constantly evolving. Without regular updates, a free CRM might not keep up with these changes, leaving you exposed to potential compliance issues and reducing your system’s overall effectiveness.

Professional Image

Using a paid CRM enhances your firm’s professional image. Clients expect their attorneys to use top-tier, reliable, and secure software. Showing that you invest in quality technology for case management reflects your commitment to providing excellent service. It demonstrates that you take their cases — and their confidentiality — seriously.

Not Actually Free

Many CRMs claim to be “free,” but their free plans are often very limited. You might only be able to use the software for a small number of clients before hitting a paywall where you have to select from various levels of CRM features. This can leave you with subpar legal CRM tools just when your practice starts to grow. Opting for a quality CRM from the start prevents these limitations and ensures your software scales with your needs.

In summary, while free CRM options may appear attractive initially, they come with significant limitations that can hinder your practice. Investing in a robust, secure, and customizable CRM ensures that you can manage your cases effectively, maintain client confidentiality, and uphold your firm’s reputation. Your clients trust you with their most sensitive matters; a reliable CRM is a crucial part of honoring that trust.

The best legal CRM strategy you can use at your firm is incorporating technology and automation into your workflows. But how exactly do you work these advanced features into your firm’s existing systems? Let’s run through examples of the types of CRM systems and strategies using PracticePanther in common scenarios at a law firm:

Scenario 1: Initial Client Consultation

When a potential client contacts your firm, PracticePanther captures all their details through an online intake form. With this method, you don’t have to worry about manual data entry or losing important information.

As you sit down for the initial consultation, you’ll have everything you need on your screen — client background, case details, and relevant notes. This preparation helps you focus on the client’s needs without administrative distractions.

Scenario 2: Ongoing Case Management

Consider a complex litigation case with numerous moving parts. PracticePanther allows you to assign specific tasks to team members and monitor their progress. For example, you might delegate researching precedents to an associate, drafting motions to another, and gathering evidence to a paralegal. 

PracticePanther tracks these assignments and updates you in real time. You can easily check who’s doing what, ensuring your team doesn’t miss anything. A structured approach like this keeps your firm organized and your cases on track.

Scenario 3: Discovery 

As attorneys know all too well, the discovery phase can drown your firm in thousands of documents. PracticePanther helps by allowing you to easily organize all documents going out or coming in during discovery. 

You can tag documents by relevance, issue, and party, making it easier to find critical pieces of evidence later. When preparing for a hearing or deposition, you can quickly pull up related documents, ensuring you’re fully prepared without sifting through endless paperwork.

Scenario 4: Court Appearances

On the day of a critical court appearance, PracticePanther has already sent you reminders of all necessary documents and deadlines that you or a staff member set up at the start of the case. It makes that last-minute hustle before court significantly less frantic.

Plus, you have all the relevant files stored in one place, accessible from any device. As you prepare to present your case, you can quickly pull up the needed documents and evidence, confident that nothing is missing or back at the office. This readiness translates to a smoother, more effective presentation in court.

Scenario 5: Client Follow-Up

After a court appearance or significant case development, you can set up a reminder in PracticePanther to automatically prompt a follow-up with your client. This timely communication reassures your client and keeps them informed, strengthening your attorney-client relationship (and likely inspiring word-of-mouth referrals later).

Scenario 6: Billing and Invoicing

When it’s time to bill your clients, PracticePanther quickly compiles all your time into an invoice, complete with your firm’s logo. You know the time is accurate because you always use PracticePanther’s built-in timers when working on cases.

PracticePanther can send your invoices via email, the client portal, or a text link, complete with a link for the client to make an ePayment at their convenience. If you want to send multiple invoices at once, you can easily do so with PracticePanther’s batch invoicing feature.

Scenario 7: Enhancing Marketing Efforts

You can use PracticePanther’s legal marketing software features to track the success of various marketing campaigns, like webinars, podcasts, or online advertising. By analyzing client acquisition and engagement data, PracticePanther can help you identify which efforts yield the best results.

For example, if a particular podcast you were a guest on led to a significant increase in new clients, you can plan similar events in the future, targeting the same audience to maximize your marketing return on investment.

By weaving law firm automation and technology into client relationship management as well as every other aspect of your legal practice, you create a seamless, efficient workflow that can significantly improve how you manage and grow your practice.