CRM for law firms
Client intake, matter tracking, and follow-up CRM picks for law firms — not full practice-management or billing suites.
Ważne
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.
Klasyfikowane porównanie
| # | 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 |
Co jest ważne dla 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
Częste pytania
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.
Czy to zastępuje moje oprogramowanie branżowe?
For client intake and follow-up — not legal practice management (billing, trust accounting, court calendaring).
Jaki jest wybór nr 1 dla law firms?
Stawiamy HubSpot na pierwszym miejscu dla większości zespołów law firms na podstawie popularności, przejrzystości cen i dopasowania do procesów follow-up — zweryfikuj względem swojego istniejącego stosu.
Ile kosztuje rozpoczęcie z CRM?
Kilka opcji zaczyna od $0/mies. lub ma darmowy plan; SMS i integracje zaplanuj oddzielnie.