CRMs for Law Firms and Legal Practices
CRMs for law firms, solo practitioners, and corporate legal teams — matter intake pipelines, conflict checks, billable-hour-aware workflows, and compliance-grade data handling for the legal vertical.
A legal CRM has to handle three things general CRMs treat as edge cases: matter intake (a sales pipeline that's regulated, conflict-checked, and tied to a fee structure rather than a deal size), the matter-vs-deal distinction (one client can have many matters, each with its own lifecycle), and ethical-wall data handling (case data in active conflict windows can't leak across teams). The vendors below either ship legal-specific overlays or are flexible enough to model intake, conflicts, and matter records cleanly. Most law firms still pair the CRM with a dedicated legal practice management tool (Clio, MyCase, PracticePanther) for billing, document automation, and trust accounting — the CRM owns the pre-engagement and BD pipeline; the practice management tool owns matter execution and revenue.
Clio Grow
Industry CRMClient intake CRM for law firms from Clio: intake forms, conflict checks, e-signatures, consultation booking and review requests, synced with Clio Manage.
Bitrix24
CRMBitrix24 combines CRM, tasks and projects, chat and video calls, HR tools and a website builder in one workspace. Paid plans are flat-rate per organisation with a user cap, starting at $49 a month for 5 users.
Daylite
CRMCRM and project management app for Mac, iPhone and iPad. It combines contacts, pipeline, projects, email, calendar and tasks for service-based small businesses.
Thryv
CRMSoftware for local service businesses that combines a CRM with listings, reviews, websites, social media and lead insights. Sold in tiers from 1 user to 5 users plus custom plans.