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CRM for law firms

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

Important

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.

Comparatif classé

#ToolStarting priceRatingAction
1HubSpotFree4.4/5(11,200)Try HubSpot
2Pipedrive$14/mo4.5/5(8,200)Try Pipedrive
3Zoho CRM$14/mo4.1/5(6,800)Try Zoho CRM
4ActiveCampaign$15/mo4.5/5(10,300)Try ActiveCampaign
5BrevoFree4.5/5(2,200)Try Brevo

Ce qui compte pour law firms

  • 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

Plateforme CRM, marketing et ventes tout-en-un.

CRM

HubSpot réunit ventes, marketing et support sur une plateforme — avec un CRM gratuit et une automatisation puissante.

4.4(11.2k)
À partir de
Gratuit
#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)
À partir de
$14/mois
#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)
À partir de
$14/mois
#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)
À partir de
$15/mois
#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)
À partir de
Gratuit

Questions fréquentes

  • 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.

  • Est-ce que cela remplace mon logiciel spécifique au secteur ?

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

  • Quel est le choix n°1 pour law firms ?

    Nous classons HubSpot en première position pour la plupart des équipes law firms en raison de l'adoption, de la transparence tarifaire et de l'adéquation aux workflows de suivi — vérifiez par rapport à votre stack existant.

  • Quel est le coût de départ d'un CRM ?

    Plusieurs options démarrent à $0/mois ou incluent un niveau gratuit ; prévoyez le budget SMS et intégrations séparément.

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