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.
Organise contacts with customisable tags
Tag and categorise potential clients, existing clients, and professional contacts in our legal CRM software, so you can find who you need, when you need them.
Cut down on consultation no-shows
Simplify the appointment scheduling process and automate sending appointment reminders to clients.
Never miss a client follow-up
Use our legal CRM software to automatically create tasks and reminders that will ensure you’re keeping clients in the loop at every stage of their client intake journey.
Impress with seamless client engagement
Build a CRM workflow that’s easy for you and your clients, including customised online intake forms, instant document creation, and e-signatures.
Run automated email campaigns
Create tailored, multi-step email campaigns that engage your new and incoming clients through the client intake process.
Identify opportunities to grow your firm
Focus on the most profitable practice areas, matter types, and clients for your firm by analysing the right data.
Track and highlight key revenue sources
Identify top-performing firm members, referral sources, and client types to improve your law firm’s profitability.
Get a view into firm financials from the start
Estimate initial matter values, and update estimates as you retain new clients for better financial forecasting.
Customise reports to fit your firm’s needs
Filter data for detailed information on matter types, lead sources, staff members, and more. Structure client intake reports so they make sense for your firm.
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 specialisations, that could include administrative and support staff, lawyers, and firm owners.
What's the difference between legal CRM software and spreadsheets?
Legal CRM software is a specific database made for client management, and it is organised in a way that ensures 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.