What is legal CRM software? Legal client relationship management (CRM) software helps law firms manage business development functions such as client intake, client scheduling and follow-up, revenue tracking, and more. In short, legal CRM software addresses the client intake process of turning potential new clients into retained clients.
Who at my firm will use legal CRM the most? Anyone can benefit from legal 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? Clio is trusted by over 150,000 legal professionals and is approved by more than 90 bar associations and law societies worldwide, making it the best legal CRM software for 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 legal CRM software and spreadsheets? Legal 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. Legal CRM software has additional features such as a calendar for scheduling appointments, and online intake forms you can send to clients.
What can Clio's legal CRM automate and streamline? Our legal CRM software 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? We offer an end-to-end solution to managing and growing your firm. Once a client is secured, you can seamlessly transition their case information into our legal case management software.