21 Law Firm CRM & Case Management Systems – The Ultimate Review Guide
Customer relationship management (CRM) and case management systems are an essential component of any law firm’s sustainability and client trust. CRM and case management systems allow for a seamless line of communication between the firm and the customer.
Case management platforms collect client and case information into a single database for analysis and responses. Other team members can also review cases and resolutions and aggregate information to help the company improve interactions and services.
There are many, many CRM and case management systems out there, which can make deciding on the best one for your firm difficult. To help you find the platform that is best for your needs, area of focus, and budget, we’ve compiled the following guide on 21 of the best CRM and case management systems.
In the following guide we will review each CRMs main features, benefits, things to watch out for, and pricing. If you think we need to add a CRM to the list to review, leave us a note in the comments.
Below, you can find our summaries of the best CRMs, varying on a number of factors including integration capacities with programs like QuickBooks and Outlook, price, and ease-of-use.
- Practice Panther
- Clio Grow
- RocketMatters
- LawMatics
- LawRuler
- PrivyCounsel
- Interaction
- Cilo Manage
- Captorra
- MyCase.com
- LeadDocket
- AbacusNext
- CasePeer
- CosmoLex
- LawGro
- LeanLaw
- Litify
- SmokeBall
- CloudLex
- CoCounseler
- BestCase
PracticePanther
Noteworthy and Main Feature
PracticePanther is an intuitive case management software with a built in payment processor, enhanced security and strategic automations.
PantherPayments, the built-in ABA and IOLTA compliant payment processor, means that clients don’t have to set up an account to pay. According to their advertising it takes 10 seconds and 3 clicks to pay a bill via their system.
Your account is secured by a 256-bit military grade encryption with HIPAA compliant file storage. Customized user security settings allows for firm-wide collaboration without giving everyone at the firm unlimited access to sensitive information.
While nearly all CRMs offer automations, batch document creation and automated client reminders set PracticePanther apart. Every plan level has access to some automations.
PracticePanther is ideal for small firms or solo practitioners looking to easily and securely automate their workflow, organize their clients and cases and get paid faster.
Benefits
- Secure two-way messaging portal
- Form submissions are 256-bit SSL encrypted with CAPTCHA
- Custom tagging and filters
- 30-day free trial
Things to Watch Out For
- With per-user pricing starting at $39/mo PracticePanther may not be cost effective for large firms.
Pricing in short summary
- Starts at $39/per user per month (as of 12/2021)
- Most popular plan is Business at $79/per user per month
Clio Grow
Noteworthy and Main Feature
Clio Grow is a client intake and client relationship management (CRM) add-on for the widely used case management solution Clio Manage. The software is designed to fill in the client experience gaps in the Clio Manage system and offer an end-to-end client experience solution for the legal industry.
Benefits
- Online intake forms
- Document automations and e-signatures
- Workflow automations
- Appointment booking
Things to Watch Out For
- Only available to Clio Manage customers
- No free trial option
Pricing in short summary
- Clio Suite: $125/mo (annual) (as of 12/2021)
- Add-On to Clio Manage: $49/mo
Rocket Matters
Noteworthy and Main Feature
Rocket Matter is a cloud-based law firm management software that offers time tracking, billing, calendar and contact management modules. Rocket Matter uses ‘Bill As You Work’ technology that helps practices to record billable and non-billable time, create bills, send invoices to clients and more. It also helps practices to streamline their workflows by creating parameters for accepting cases, categorizing matters and defining relationships within an active case.
The document management feature offers the capabilities to store essential documents in categorized order at one single place.
Benefits
- 15-day free trial with no credit card required
- Pro and Premier users have access to a training and onboarding program
- Custom fields and tags
- Related contacts
- Flexible views and client organization
Things to Watch Out For
- Document management and templates are fairly basic and oversimplified
Pricing
- The Essentials Plan is $39/month, while the Pro package is $59/month (as of 12/2021) and also includes more advanced reporting and integration with finance and communications applications like Outlook and Quickbooks.
LawMatics
Noteworthy and Main Feature
Lawmatics is an attorney-client relationship management platform, offering an end-to-end solution that provides law firms with client intake, CRM, and marketing automation, fully customizable campaigns, and powerful industry-specific app integrations.
Benefits
- Allows attorneys to customize their approach to client interactions
- Offers a lot of opportunities for automation, saving attorneys lots of time
- Can integrate with CallRail, ClioManage, and other marketing tools
Things to Watch Out For
- May be too complicated for lawyers desiring a simple process
- More expensive than average
- No free trial
Pricing
- $99/month for client intake capabilities, $129 for intake and marketing (as of 12/2021)
LawRuler
Noteworthy and Main Feature
LawRuler is a customizable law practice management and CRM suite. LawRuler is a good fit for firms that want to invest time into setup in order to end up with a set-it-and-forget-it law practice management platform.
Benefits
- Good customer service
- Streamlined approach to new intakes
- Simple and easy to use
Things to Watch Out For
- Minor issues with user interface
- On the expensive side
- No free trial
Pricing
- $89/month (as of 12/2021)
PrivyCounsel
Noteworthy and Main Feature
PrivyCounsel is a secure web portal that helps attorneys manage clients and staff with resources tracking, accounting software integration, and data storage.
Benefits
- Focus on security ensures integrity of the client-attorney relationship.
- Developed by attorneys so they understand the needs of a law firm.
- Affordable
Things to Watch Out For
- Not as well-used as other platforms, so there aren’t many reviews out there.
Pricing
- Plans start at $25/month (as of 12/2021)
Interaction
Noteworthy and Main Feature
LexisNexis InterAction empowers your team to leverage firm-wide client and relationship intelligence to discover new revenue opportunities, stand out from the competition, and enhance client relationships.This is a data-focused platform that allows you to find insights about your relationships and focus on growth.
Benefits
- Straightforward usability
- Good technical support available
- Good for building strategy
Things to Watch Out For
- User interface is slightly outdated
- Extra customization and other add-ons are an extra expense
Pricing
- Depends on add-ons purchased, must get a quote
Clio Manage
Noteworthy and Main Feature
Clio Manage is a cloud-based platform that welcomes and encourages integration. It is compatible with a lot of other legal tech. Additionally, it’s one part of the entire Clio Suite, meaning you can integrate it easily with Clio Grow (see above).
Benefits
- It’s versatile and user-friendly, making a great option for small and mid-sized firms.
- It’s highly customizable.
Things to Watch Out For
- Due to customizability, it can be overly complex for some
- Setup time
Pricing
- Starts at $39/month (as of 12/2021)
Captorra
Noteworthy and Main Feature
Captorra is a cloud-based CRM system that can help you manage your client intake process, provide marketing analytics, and support your practice’s workflow efficiency. Captorra offers users tools for lead conversion and client sign ups including intake scripts, process automations, eSignature capabilities, management of physical signup packages, referral management, email marketing, marketing analysis, and reporting.
Benefits
- Integrates well with Twillio, Ring Central, and Office 365.
- Supports firms with high volumes of clients.
Things to Watch Out For
- Supports firms specializing in personal injury, mass tort, bankruptcy, criminal defense, and immigration.
- No appointment scheduling.
Pricing
- $65/month (as of 12/2021)
MyCase
Noteworthy and Main Feature
MyCase is a user-friendly, cloud-based CRM. The software includes built-in document storage, integrated leads management, and a full email client. Data protection is key for My Case – they use sophisticated encryption, store your information on Amazon’s web servers, and allow you to set-up firm wide two-factor authentication (2FA).
Benefits
- The platform is full-featured, so you don’t have to purchase a lot of additional add-ons.
- Project management, workflows, and internal communication are straightforward.
Things to Watch Out For
- Integrations with third-party software.
Pricing
- $49/month (billed annually) (as of 12/2021)
LeadDocket
Noteworthy and Main Feature
Lead Docket is a cloud-based lead tracking software designed to help law firms manage leads, referrals, tasks, contacts, and more. It operates on a centralized platform to improve overall conversion rates. Managers can send automated emails and text messages with images to prospects and create customizable intake forms to collect lead information.
Benefits
- Software and platform is easy to use and includes all essentials
- Intuitive navigation
Things to Watch Out For
- Limited opportunities for customization
Pricing
- $125/month (as of 12/2021)
AbacusNext
Noteworthy and Main Feature
AbacusLaw provides tiered, cloud-based solutions for law firms, providing everything from case management to a full desktop in the cloud that could replace an entire IT department. The platform includes a calendar similar to Outlook’s, which is custom designed for people with task-heavy jobs.
Benefits
- Offers a wide range of seamless features like contract management, billing, and client history
- Excellent accounting capacities
Things to Watch Out For
- Lack of mobile integrations
- Initial setup is complex
- Platform reviewed as sometimes glitchy
Pricing
- $69/month (as of 12/2021)
CasePeer
Noteworthy and Main Feature
CasePeer is cloud-based law practice management software for personal injury lawyers, with a focus on high-volume intake management and settlement tracking. It is built to be relatively plug-and-play for most firms. However, there are also many additional features, like settlement calculators, demand trackers, and other very specific personal injury reports, that particular firms might find useful.
Benefits
- CasePeer’s strengths lie in document and settlement management and tracking, with a focus on litigation
Things to Watch Out For
- Not many integrations are available
- Accounting capacities
Pricing
- $85/month (as of 12/2021)
CosmoLex
Noteworthy and Main Feature
CosmoLex is a cloud-based practice management software with a robust feature set that includes a full law-firm accounting package. Although the focus is on accounting, it’s a true all-in-one tool.
Benefits
- Accounting capabilities are excellent
- All-in-one
Things to Watch Out For
- Integration capacities
- Offers intake
- Setup
Pricing
- Starts at $79/month (as of 12/2021)
LawGro
Noteworthy and Main Feature
LawGro helps law firms grow their practice and communicate better with clients. It offers a cloud & mobile-based legal practice management software powered by AI & driven by real-time analytics. LawGro offers secured & collaborative ways to engage with your clients.
Benefits
- Platform is easy to use
- Improves communication with clients through AI and Sentiment Analyzer feature
Things to Watch Out For
- Document generation
Pricing
- Starts at $34/month (as of 12/2021)
LeanLaw
Noteworthy and Main Feature
LeanLaw, focused on legal billing, provides flexible timekeeping connected to QuickBooks Online. The platform uses real-time sync so books are always updated, and provides data reports on profitability, trust balances, compensation, and more.
Benefits
- Good customer support
- Superb timekeeping, billing, and accounting capacities
Things to Watch Out For
- Lacks features that all-in-one software might have
Pricing
- Starts at $35/month (as of 12/2021)
Litify
Noteworthy and Main Feature
Litify is an extensible and secure industry-leading practice management platform built on Salesforce.com. Litify allows your firm to integrate all of your calendars, schedule meetings, court dates, and appointments from, and send invites to clients and coworkers directly from a case file.
Benefits
- The platform is very customizable
- Reports are easy to generate
Things to Watch Out For
- Overly reliant on Salesforce’s customer support and systems
Pricing
- Starts at $200/month (as of 12/2021)
SmokeBall
Noteworthy and Main Feature
Smokeball automatically records time for you, providing insights to increase profitability. It includes over 17,000 automated forms and MS Word and Outlook integration. Smokeball also has a mobile app built for iPhone and Android.
Benefits
- User-friendly interface
- All-in-one platform
- Document automation works well
Things to Watch Out For
- Integrations with select platforms are good, but not a lot of variety in what is compatible
- Not completely cloud-based
Pricing
- Custom pricing
CloudLex
Noteworthy and Main Feature
CloudLex a cloud-based legal management solution built exclusively for plaintiff personal injury law firms of all sizes.
CloudLex’s Matter Manager provides collaborative communications tools, advanced calendaring, and document management tools. Using analytics dashboards and targeted reports, you can manage the progress of cases. Attorneys can also share and receive vital case information with clients through a secure portal with the Client Communicator app.
Benefits
- Easy to install and use
- Great for team collaboration
- Efficient file tracking and management
Things to Watch Out For
- No QuickBooks integration
- Lacking in security features
Pricing
- Starts at $75/month (as of 12/2021)
CoCounseler
Noteworthy and Main Feature
CoCounselor is a law practice management solution for plaintiff lawyers. It is a comprehensive and intuitive law practice software that enables users to effectively manage their office, cases, and workload. CoCounselor uses cloud technology, so users can manage the entire practice from anywhere, via computer or mobile device.
Benefits
- Dashboard is customizable according to firm’s needs
- 24/7 customer support
Things to Watch Out For
- May need add-ons
Pricing
- Starts at $85/month (as of 12/2021)
BestCase
Noteworthy and Main Feature
BestCase by Stretto focuses on bankruptcy cases and represents the industry-leading case preparation and filing software for attorneys. Providing a myriad of useful and time-saving features, this best-in-class technology simplifies workflows and eases administrative burdens.
Benefits
- One-touch case filing
- Intuitive to use once installed
Things to Watch Out For
- May be difficult to set up
- Limited archiving capacities
- Interface
Pricing
- $995 as a one-time payment (as of 12/2021)
Other CRMs
The following are not law firm specific CRMs, but can easily be used for a law firm. For these items, we are only providing the basic information to their websites. Feel free to check them out too.
Final Thoughts
Have a CRM or case management system for a law firm that is not mentioned? Find anything you want to add about the ones we listed? Fill out a comment and we will review and add/edit/update our article.
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