Legal CRM Software

CRM stands for client relationship management or customer relationship management system or software. The best law firm CRM software will drive your firm's growth by fostering better relationships with leads, new client engagements, and existing clients.

Client priorities are the center of your practice, and a law firm CRM software solution is one of the most crucial tools at your law firm's disposal. It functions as a centralized database that tracks information about prospects and manages client details, making mundane yet significant administrative tasks much easier to handle, including:

• Client intake
• Client communications
• Contact management
• Document management
• Lead management & tracking
• Appointment Scheduling Process & follow-up
• Revenue tracking

The legal CRM software market is growing, but there are few that integrate as seamlessly into your practice management software as well as CosmoLex's legal CRM software! Your contact management, intake process, and digital marketing automation tools are all fine-tuned to be the best business solution and serve the unique needs of law firms better than any other relationship management CRM software available.

The days of the Rolodex and spreadsheet are over. Law firms are busy, and there are a lot of moving parts when it comes to supporting a professional relationship and valuable client services. Lawyers need a comprehensive solution that can help do everything from the heavy lifting of growing a small law firm to handling client interactions at larger firms.

When implemented well, law firm CRM software can help you nurture your professional relationships while reducing the amount of administrative work and repetitive tasks that goes into their management.

The best legal CRM software gives you the ability to: Manage prospects as they move through your sales pipeline and provide an efficient & personalized onboarding client experience.

In addition, CosmoLex’s legal CRM software includes marketing automation and analytics tools to help your firm bring in more qualified leads, better assess your intake workflows, and evaluate your marketing spend. CosmoLex’s legal CRM software can help your law firm grow from day one through every stage of business. 

Your legal CRM software can potentially be used by almost any team member, from attorneys to administrative staff to marketing and finance departments. That’s because a CRM system performs many valuable functions for your firm—and each of those functions is designed to help team members do their jobs more efficiently and effectively.

Paralegals: Law firm CRM systems help paralegals with task management like the appointment scheduling process, advanced document management, and sending files for eSignatures more efficiently and with less hassle.

Attorneys: Your law firm’s attorneys can use your legal CRM software to track the status of prospects throughout the sales pipeline, build client intake forms with custom fields that identify more promising, qualified leads, and assign tasks to other attorneys and staff members.

Marketing: Whether you handle marketing in-house or work with a marketing firm, you'll want to make sure that all your marketing efforts are effective. The custom reports and analytics tools included in your CRM software for law firms can help you find target prospect audiences and practice areas — and understand your marketing ROI for each. Digital marketing automation tools allow increased touches with prospective clients through automated drip email campaigns to nurture your leads effectively.

Partners and Firm Owners: Run “business intelligence“ reports to gather revenue insights & make data-driven business decisions about your law firm operations and growing your firm profitably.

CRM platforms come with a range of features, but which ones are going to change the way your law practice does business? And which ones are going to be a waste of time?

The first thing you need to consider is how user-friendly the CRM platform is. Is the interface & user experience intuitive? Can you accomplish your tasks within one to two clicks? Legal CRM software that promises advanced features won't do your firm any good if all the core features are buried beneath complicated workflows or require a steep learning curve.

The best law firm CRMs are customizable solutions that can be tailored to your law practice, your practice areas, your clients, and what your attorneys need to be successful. This varies from firm to firm but can include things like specialized intake forms, custom reporting per practice areas, automated response messages & timelines, drip campaigns for your digital marketing, accessible client portal, custom workflows, and many other things.

A legal client intake process that runs smoothly benefits your entire law firm, from retaining more qualified leads to reducing training time & workloads for your intake team.

Using legal-specific relationship management CRM software to support the process gives you a smoother intake management workflow from client scheduling and appointment reminders to follow-up emails and online intake forms that keep prospects engaged and your staff productive.

One of the top features that CosmoLex CRM service platform provides is “intelligent intake” custom dashboards and forms.

Unlike generic intake forms, which require potential clients to fill out dozens of fields (that may not even be necessary), CosmoLex CRM intelligent intake forms are customizable, and logic based. CosmoLex CRM intake forms smoothly guide prospects through the process based on previous responses on the current form or other forms in the CRM.

Our client intake solutions can also be structured to qualify/disqualify new leads automatically, saving your intake team time & allowing less experienced team members to handle the client intake journey—and because CosmoLex CRM intelligent intake forms are fully optimized for all devices & platforms, they can be accessed & completed from anywhere on your mobile phone or tablet. Document automation also supports law firms throughout the intake process. Manual data entry is a significant drain on your intake team's time. Our law firm CRM includes robust automation tools to help you quickly generate custom forms.

Time is of the essence during intake, and any step that slows down a prospect from signing can derail everything. This makes a one-click eSignature feature invaluable, saving you & your law firm the time & hassle of chasing down signatures by making the process as “frictionless” as possible.

With CosmoLex CRM you may also send eSignatures by text, reducing the chances of signature requests getting lost in your prospects' inboxes.

Marketing is critical for law firms, but it’s also a task that can take up a lot of time – time that smaller firms don’t have. Unless your law firm has dedicated marketing professionals on staff, it can be hard to marshal the hours to do more than the bare minimum marketing.

With marketing tools that have automation capabilities as part of your legal CRM, small law firms can save considerable time & significantly increase the impact of their marketing strategies and business development efforts.

CosmoLex CRM supports automated email marketing “drip campaigns,” which keep potential leads engaged & your legal practice top-of-mind. Law firms can also send automated text-message marketing campaigns & pre-recorded voice calls from a user-friendly call-back number your leads & clients can actually respond to.

Worried that automated marketing tasks for campaigns might come across as impersonal (especially from smaller firms)? CosmoLex CRM email marketing tools make it easy to automatically personalize your messages with information from your law firm's contact & intake forms. With CosmoLex CRM, “automated” does NOT mean “impersonal.”