CRM Rating 2025 for Law Firms: Top 14 Systems

Top CRM for Law Firms: Review, Comparison, and Selection of the Optimal Solution.

Take a step towards your CRM

№1

LP-CRM

LP-CRM: Ukrainian CRM for automating business processes in the legal field. Optimize customer accounting, manage deals and increase the efficiency of your company with our solution.

Main pluses

  • Manage clients easily. Store all customer information in one place to quickly find the data you need.
  • Optimize workflow. Automate routine tasks, such as sending reminders and creating reports.
  • Increase team productivity. Collaborate more effectively, share information and monitor progress on cases.
  • Analyze performance. Track key indicators to make informed decisions and improve results.

Functionality

  • CRM for lawyers
  • LP-CRM - for business
  • Process automation
  • User-friendly interface
  • 24/7 support
LP-CRM
№2

Close

Close - CRM for legal teams that increases sales through calls and automated email campaigns. Optimize the work of lawyers, lead clients to deals faster.

Main pluses

  • Increasing clients. More calls and email series - more deals, thanks to Close automation.
  • Optimization of the work of lawyers. Integration with telephony and mail saves time on routine tasks.
  • Control of agreements. Track the status of each case, do not lose important details.
  • Transparent reports. Analyze team performance and optimize strategy.

Functionality

  • CRM for law firms: Cases under control
  • Process automation
  • Working time accounting
  • Reports and analytics
  • Customer database
Close
№3

Freshworks CRM (Freshsales)

Freshworks CRM (Freshsales) - CRM for law firms with built-in telephony, email, and AI assistant. Automate sales, manage clients, and increase your team's productivity. Optimize workflows and focus on what matters most - engaging customers.

Main pluses

  • Manage clients. All client information in one place, improve interaction and engagement.
  • Built-in telephony. Call clients directly from the system, record conversations, analyze data.
  • AI assistant. Automate routine tasks, get prompts, optimize sales with the help of AI.
  • Performance analysis. Track key metrics, make informed decisions based on data.

Functionality

  • Case automation
  • Client tracking
  • AI assistant
  • Built-in telephony
  • Email integration
Freshworks CRM (Freshsales)
№4

Insightly

Insightly: CRM system with project management and integrations, designed for SMBs. Organize clients, projects, and communications in one place. Streamline your law firm's workflows!

Main pluses

  • Керування клієнтами. Organize customer, deal, and document data in one place for efficient work.
  • Sales automation. Optimize the sales funnel, track deals, and increase profits.
  • Project management. Plan, track and coordinate projects for timely execution and customer satisfaction.
  • Integration with tools. Easily connect Insightly to your favorite apps for a seamless workflow.

Functionality

  • For law firms: Case accounting
  • Process automation
  • Customer base
  • Reporting
  • Time tracking
Insightly
№5

CPAshka

CPAshka - CRM for dropshipping in Ukraine. Automate the accounting of dropshippers, optimize sales and increase profits. Specialized solution for effective management of your business.

Main pluses

  • Saving time. Automate routine operations, focus on customers.
  • Clear accounting. Control customers, cases, documents in one place.
  • Increasing efficiency. Optimize the workflow and increase the company's profit.
  • Reporting and analytics. Analyze data, make informed decisions.

Functionality

  • **CRM-система для юридичної фірми:** Convenient case management
  • Customer management
  • Process automation
  • Reports and analytics
  • Integration with the court. **CPAshka:** Accounting for dropshippers
CPAshka
№6

Pipedrive

Pipedrive - CRM designed for law firms looking to increase deal conversion. Visualize your pipeline, track every deal, and optimize your sales process to close more deals and increase profit.

Main pluses

  • Understandable deals. Visualize and control every stage of the sale.
  • Automation of routine. Forget about repetitive tasks, focus on customers.
  • Profit increase. Pipedrive helps attract more customers and close more deals.
  • Simple integration. Easily combine with other useful tools.

Functionality

  • Specialization for law firms
  • Pipedrive: deals and funnels
  • Automation of routine tasks
  • Reporting and analytics
  • Integration with other services
Pipedrive
№7

Odoo CRM

Odoo CRM - a powerful CRM module within the Odoo ERP system. An integrated solution for customer base management, sales, and marketing. Optimize your law firm's operations with Odoo CRM!

Main pluses

  • Everything in one place. Manage clients, cases, and invoices in a single Odoo platform.
  • Increased profitability. Odoo CRM helps attract more customers and retain existing ones.
  • Reporting automation. Get accurate data on your firm's activities in real time.
  • Customization flexibility. Adapt the system to the specifics of your legal processes.

Functionality

  • Process automation
  • Customer accounting
  • Integration with other modules
  • Reporting and analytics
  • Task management
Odoo CRM
№8

Nutshell

Nutshell CRM: simple and powerful tool for law firms. Automate sales, manage contacts and launch email marketing. Increase the efficiency of your B2B team with ease!

Main pluses

  • Client management. All customer information in one place, improves service.
  • Sales automation. Automate routine tasks to focus on deals.
  • Effective email marketing. Personalized mailings to attract new customers.
  • Reporting and analytics. Track key indicators to improve results.

Functionality

  • Specialized CRM for lawyers
  • Automation of routine tasks
  • Convenient accounting of clients and cases
  • Integration with Nutshell mail
  • Analytics for firm growth
Nutshell
№9

Apptivo

Apptivo - a suite of business applications with a CRM core, ideal for law firms. Streamline your customer base, document management and business processes in one place. Try it now!

Main pluses

  • Customer organization. Keep all customer information in one place, accessible to the entire team.
  • Improving collaboration. Sharing information and collaborating on cases becomes easier and more efficient.
  • Analytics and reports. Get insights to optimize business processes and increase profitability.
  • Saving time and money. Automating routine tasks reduces costs and increases productivity.

Functionality

  • Process automation
  • Customer base
  • Time tracking
  • Invoices and payments
  • Reporting and analytics
Apptivo
№10

Streak CRM

Streak CRM - It is a CRM system that integrates directly into Gmail. Convenient pipelines and customization allow lawyers to effectively track clients, deals, and cases without leaving their familiar email interface. Optimize the workflows of your law firm!

Main pluses

  • Gmail integration. All communication with clients in one place, without switching between applications.
  • Custom pipelines. Customize the sales funnel to suit the specifics of your legal services.
  • Deal tracking. Control every stage of the deal and increase the likelihood of success.
  • Task automation. Automate routine tasks to focus on clients.

Functionality

  • Legal CRM: Specialized
  • Customer management
  • Reporting
  • Software integration
  • Process automation
Streak CRM
№11

Copper

Copper CRM is a CRM for Google Workspace that is ideal for law firms. Deep integration with Gmail, Calendar and other Google tools makes it convenient and efficient for managing clients and deals directly from your mail.

Main pluses

  • Gmail integration. All communication with clients in Gmail, without switching.
  • Contact organization. Easy accounting of clients and deals in one place.
  • Reporting and analytics. Get performance data, build forecasts.
  • Task automation. Simplify routine operations, focus on customers.

Functionality

  • Specialization in law firms
  • Integration with Google Workspace
  • Task automation
  • User-friendly interface
  • Secure data storage
Copper
№12

HubSpot CRM

HubSpot CRM - free CRM for law firms. Automate marketing, sales and customer support in a single platform. Effective case and customer base management to focus on the main thing - providing legal services.

Main pluses

  • Єдина платформа. All customer and team data in one place for better collaboration.
  • Free core. Start without investment and scale gradually with HubSpot.
  • Increased sales. Optimize the sales funnel and attract more customers.
  • Improved service. Personalized customer support that increases loyalty.

Functionality

  • Customer base
  • Case accounting
  • Task automation
  • Legal service analytics
  • Integration with services
HubSpot CRM
№13

Keap (ex-Infusionsoft)

Keap (formerly Infusionsoft) is a CRM and marketing automation built for business growth. Automate processes, attract more customers, and optimize communication with them. A great solution for a law firm looking for effective customer management.

Main pluses

  • Sales automation. Attract more customers in less time by optimizing every stage of the sales funnel.
  • Centralized database. All customer information in one place, quick access and easy management.
  • Marketing automation. Personalized email newsletters and audience segmentation for effective campaigns.
  • Communication optimization. Simplify communication with customers, improve service and increase loyalty.

Functionality

  • For law firms: Case accounting
  • Customer base
  • Automation
  • Reports
  • Time control
Keap (ex-Infusionsoft)
№14

Creatio (Sales)

Creatio Sales - low-code CRM platform for law firms. Automate business processes, manage clients and deals more efficiently. Simplify the work of lawyers with flexible settings and integrations.

Main pluses

  • Case automation. Optimize routine, focus on clients.
  • Efficient accounting. Control time, costs, profitability.
  • Transparent communications. Establish connection with clients and team.
  • Profit growth. Sales Creatio: increase the number of deals and revenue.

Functionality

  • Process automation
  • Legal document management
  • Customer base management
  • Analytics and reports
  • Low barrier to entry
Creatio (Sales)

CRM in comparison

# CRM Scope Key functions Free Starting price
1LP-CRMLaw firms, lawyersCustomer base, deal management, process automationFree version up to 50 orders per monthfrom $9/month
2CloseLaw firms, lawyersCRM, automation, salesTest 14 daysfrom $49/month per user
3Freshworks CRM (Freshsales)Law firms, salesSales automation, integrated telephony, AI assistantFree planfrom $9/month per user
4InsightlyLaw firms, SMBCRM, project management, integrations14 day trialfrom $29/month per user
5CPAshkaDropshippers, e-commerceDropshipping CRM, Automation, AccountingFree for the first 100 leadsfrom $5/month
6PipedriveLaw firms, lawyersDeal pipeline, tracking, sales optimizationTest 14 daysfrom $14.90/month per user
7Odoo CRMLaw firms, businessAutomation, integration, analyticsOne App Free (CRM for free)from €24.90/month per user
8NutshellLaw firms, B2BSales automation, contact management, email marketingTest 14 daysfrom $16/month per user
9ApptivoLaw firms, lawyersCRM, project management, invoicingTest is freefrom $15/month per user (annual payment) or $20/month monthly
10Streak CRMLawyers, law firmsGmail integration, pipelines, customizationFree planfrom $59/month per user
11CopperLaw firms, Google WorkspaceGoogle integration, customer management, deal tracking14 days trialfrom $29/month per user
12HubSpot CRMLaw firms, lawyersProcess automation, customer management, tool integrationFree planfrom $20/month per user
13Keap (ex-Infusionsoft)Small business, entrepreneursCRM, Automation, MarketingTest (free)from $159/month
14Creatio (Sales)Law firms, lawyersProcess automation, customer management, flexibility of settingsFree trial accessPrice on request

Questions and Answers

? What are the benefits of implementation
Process automation, improved customer communication, increased productivity, and control over tasks

? How to choose the optimal platform
Consider company size, needs, integrations, cost, and support

? What is included in the basic functionality
Contact management, task management, document management, time management, reporting, and analytics

? How much does implementation cost
The price depends on the chosen solution, the number of users, and the necessary customization

? Is staff training required
Yes, training and user support are required for effective use of the platform