Do I still need Clio or MyCase if I get a CRM?

Yes. Practice-management software remains your system of record for matters, time, billing, and trust accounting. The CRM owns the pre-engagement stage — intake, speed-to-lead, and referral nurturing — then hands the signed client off to it.

How does a CRM help with conflict checks?

It can't render an ethics opinion, but it captures opposing-party and related-entity fields at intake and flags potential matches before you open a matter — surfacing the conflict early instead of after the engagement letter is signed.

Was ist die Nr.-1-Empfehlung für law firms?

Wir setzen HubSpot für die meisten law firms-Teams an erste Stelle, basierend auf Verbreitung, Preistransparenz und Eignung für Follow-up-Workflows — verifiziere gegen deinen bestehenden Stack.

Was kostet ein CRM zum Einstieg?

Mehrere Empfehlungen starten ab $0/Monat oder haben eine kostenlose Stufe; plane SMS und Integrationen separat ein.

Redaktioneller Ratgeber · crm for law firms

CRM for law firms

Client intake, matter tracking, and follow-up CRM picks for law firms — not full practice-management or billing suites.

Wichtiger Hinweis

For client intake and follow-up — not legal practice management (billing, trust accounting, court calendaring).

For most firms the leak isn't billing — Clio, MyCase, or PracticePanther already track matters and trust accounting. The leak is intake: leads that call after hours, consultations that never get a follow-up, and referral sources nobody is nurturing. A few hours' delay on a personal-injury or family-law inquiry is often the whole case lost to the firm that called back first.

The CRMs below are picked for legal intake specifically: fast lead capture and speed-to-lead, conflict-aware contact handling, and follow-up cadences for consultations and referrals — feeding your practice-management system rather than duplicating it.

Eingestufter Vergleich

#	Tool	Starting price	Rating	Action
1	HubSpot	Free	4.4/5(11,200)	Try HubSpot
2	Pipedrive	$14/mo	4.5/5(8,200)	Try Pipedrive
3	Zoho CRM	$14/mo	4.1/5(6,800)	Try Zoho CRM
4	ActiveCampaign	$15/mo	4.5/5(10,300)	Try ActiveCampaign
5	Brevo	Free	4.5/5(2,200)	Try Brevo

Was für law firms wichtig ist

Speed-to-lead: instant auto-response and routing for after-hours inquiries
Intake forms and e-signature for engagement letters, not just generic deals
Conflict-check-friendly contact fields before a matter is opened
Referral-source tracking so you know which attorneys and clients send work
Syncs to Clio / MyCase / PracticePanther instead of replacing matter management

#01

HubSpot

All-in-One-CRM für Marketing und Vertrieb.

CRM

HubSpot vereint Vertrieb, Marketing und Service auf einer Plattform — mit großzügigem gratis CRM und Automatisierung beim Skalieren.

4.4(11.2k)

Kostenlos

#02

Pipedrive

Visual sales CRM built for closers.

CRM

Pipedrive is laser-focused on the pipeline view — drag-and-drop deals, simple automation, fair pricing. Designed by salespeople, for salespeople.

4.5(8.2k)

$14/Monat

#03

Zoho CRM

Affordable, full-stack CRM for cost-conscious teams.

CRM

Zoho CRM packs an enterprise feature set at SMB prices — and slots cleanly into the Zoho One bundle of 40+ business apps.

4.1(6.8k)

$14/Monat

#04

ActiveCampaign

Marketing automation with a real CRM attached.

Marketing automation

ActiveCampaign leads with automation depth — branching workflows, conditional content, and the best automation builder UX in the category.

4.5(10.3k)

$15/Monat

#05

Brevo

Affordable all-in-one marketing platform (formerly Sendinblue).

Email marketing

Brevo bundles email, SMS, WhatsApp, chat, and CRM with the most generous free tier in the category.

4.5(2.2k)