Client intake and CRM software trusted by Canadian law firms
Thousands of Canadian legal professionals use Clio. Onboard new clients, manage relationships, and create an engaging relationship from day one.
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Know the status of every client at a glance
See the current status of each potential or retained client. Get an overview of their contact and matter details from an easy-to-understand dashboard.
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Organize contacts with customizable tags
Tag and categorize potential clients, existing clients, and professional contacts with Clio’s law firm CRM software. Find who you need, when you need them.
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Cut down on consultation no-shows
Simplify the appointment scheduling process and automate appointment reminders.
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Ensure great client experiences are the norm, not the exception
With Clio’s CRM for legal firms, you can turn every potential client into a referral or a good review, which means more business.
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Never miss a client follow-up
Use our law firm client relationship management software to automatically create tasks and reminders that keep clients in the loop at every stage of their intake journey.
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Impress with seamless client engagement
Build a CRM workflow that’s easy for you and your clients: customized online intake forms, instant document creation, and e-signatures.
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Run automated email campaigns
Create tailored, multi-step email campaigns that engage your new and incoming clients through the intake process.
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Get insights you can use to grow your firm
Tap into easy-to-understand reporting from our CRM software built for Canadian law firms. See how your firm’s marketing and business development efforts are performing.
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Get an overview of incoming clients
Convert more clients through Clio’s legal CRM software. See where in the intake process each potential new client is at using a visualized matter pipeline and get updates as they progress to being a case.
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Recognize your high value clients
Visualize the amount and value of new clients, broken down by practice area.
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Know where to market your firm
Understand where new clients learn about your firm so you can focus your marketing efforts. Get a report on who referred new clients to your firm, and how their referrals translated into retained clients.
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Book a live demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime
Legal CRM software FAQs
What is legal CRM software?
Legal client relationship management (CRM) software helps law firms manage business development functions such as client intake, scheduling and follow-up, revenue tracking, and more.
In short, CRM software helps turn potential new clients into retained clients.
Who at my firm will use legal CRM the most?
Anyone can benefit from law office CRM software as it assists with potential client data collection, intake form creation, client and lawyer appointment and reminder scheduling, and task assignment. Based on the size of your firm and role specializations, that could include administrative and support staff, lawyers, and firm owners.
What is the best legal CRM software for lawyers?
Clio is trusted by thousands of Canadian legal professionals, which makes it the best legal CRM software for Canadian law firms. In addition, Clio has an average rating of 4.5/5 stars across 3,000+ reviews on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist.
What’s the difference between lawyer CRM software and spreadsheets?
Legal practice CRM software is a specific database made for client management, and it is organized in a way so that it’s easily accessed, managed, and updated. Lawyer CRM software has additional features such as a calendar to schedule appointments, and online intake forms you can send to clients. Schedule a free demo and see how it works.
What can Clio’s law firm CRM software automate and streamline?
Our CRM for legal firms automates day-to-day client management tasks such as follow-up scheduling, data entry, document generation, and more.
What happens when a potential client becomes a client?
Clio offers an end-to-end solution to manage and grow your law firm. Once a client is secured, you can seamlessly transition their case information into the #1 legal practice management software.
What is the best CRM software for small law firms?
The best CRM software for small law firms often includes Clio Grow, known for its legal-specific features, integration capabilities, and user-friendly interface. It helps streamline client communications, case management, and billing. It comes highly recommended to enhance productivity and client relations in smaller legal practices.
