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Law Firm CRM

CRM that Every Law Firm Loves

If you are a lawyer or a law firm, then the Law Firm CRM software is your perfect choice for lead nurturing, collecting information, managing matters, generating contracts, logging time, and generating invoices. Built on the award-winning Zoho CRM, the CRM for Law Firm is tailored to map the unique requirements of your business.

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Manage Every Aspect of Your

Law Firm CRM

Super Easy

Lead Management

Effective lead management is at the heart of any business. It’s not much different for a Law firm. With the Legal CRM in place, you can now capture, nurture, manage and convert leads like never before.

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Capture Leads from Multiple Channels

With the CRM for Law Firm, you can capture leads from websites, social media, and emails in one place. The Law Firm CRM lets you categorize leads by different practice areas and capture their requirements.

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Qualify and Nurture Leads to Close Faster

Centralize your qualifying and nurturing process with all your activities and emails in one place. After the initial qualification, you can convert the Leads into Prospect Contacts (and in the case of Corporate Leads into Prospect Contact and Company).

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Centralized

Matter Management

Matter Management is the most crucial process for any Law Firm. The Law Firm CRM software is tailored to help you create, manage and centralize every aspect of matters effectively and effortlessly.

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Capture Matter Details Effortlessly

Once you’ve converted a lead into a Contact, you can send them the Matter Details form right from the CRM itself. Once your prospects fill out the details and submit the form, it creates the Matter automatically against the Contact.

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Manage Your Matters Effectively

Once the Matter is created, you can assign multiple attorneys to it, capture related contacts, set expenses budget. You can also keep all relevant documents in the Attachments and manage all activities via the Activities module.

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One-click

Contract Generation

Generating contracts and getting them signed by your clients is super-critical for your Law Firm. The legal CRM lets you generate contracts right from the CRM and send them for signature with one click!

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Generate Contracts with One Click

Depending on the billing preference, you can create Contract Templates for Flat Fees, Hourly Billing, and Contingency Matters. Once you’ve qualified the Matter and decide to take it on, you can generate the Contract by pulling data from the record level.

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Send Contracts for E-Signature

Once the Contract is generated, you can send the same to your Clients for e-signature via Zoho Sign. Once your Clients sign the Contract, that can be tracked into the CRM directly and you can get started with the work.

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Super Easy

Invoice Generation

Invoice generation is a tedious task for every Law Firm, especially for Hourly Billing Matters. The Law Firm CRM makes this job easy by generating Invoices in just one click, right from the CRM itself.

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Log Hours for All Your Matters

Once you get started with the Matter, Attorneys can log the time spent in the Matters Module. You can update the Date, Time Spent, Tasks and add a description of the Tasks. This information is carried forward in the invoice that you generate.

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Set Hourly Rates for Attorneys

In the Attorney’s module, you can set the hourly rate for each of your Attorneys and Legal Aids. Once the Attorneys log the time spent for any Matter, the system calculates the total billable amount based on the pre-defined hourly rate and generates the invoice.

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Comprehensive

Reports and Dashboards

The best Law Firm CRM lets you keep a track of your business with useful reports and dashboards. Be it conversion rates, monthly billing, or expenses reports, the CRM for Law Firm makes it super easy to get actionable intel in the form of comprehensive reports and dashboards!

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Track Performance

The legal CRM lets you keep a track of your business with useful reports and dashboards. Be it conversion rates, monthly billing, or expenses reports, the CRM for Law Firm makes it super easy to get actionable intel in the form of comprehensive reports and dashboards!

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Here’s What Our Customers Have to Say

Working with awesome people is a reward in itself! Especially when they have such lovely words for us.

Simple Pricing

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One Time Implementation Fee: INR 1,80,000 + Tax USD 2997
  • Law Firm CRM
  • Up to 20 hours of onboarding service.
  • Additional services @ INR 1920/hour
  • Up to 20 hours of onboarding service.
  • Additional services @ USD 32/hour
Zoho Subscription Fee
  • Zoho CRM Enterprise Edition:
    INR 2400/User/Month USD 40/User/Month
    INR 3000/User/Month USD 50/User/Month
  • OR
  • Zoho One:
    INR 3500/User/Month USD 90/User/Month
    INR 4000/User/Month USD 105/User/Month

Love to hear from you

Feel free to contact us

If you are looking for the right solution to manage your Law Firm, then you are at the right place! Get in touch with us today for a No-Obligation test drive of the Law Firm CRM.

 

Frequently Asked Questions

Answers to the most common questions on Law Firm CRM

Why your Law Firm needs a CRM?

A CRM is a crucial tool for streamlining your lead capturing, lead nurturing, matter management, and invoice generation. The Law Firm CRM lets you centralize your data and run your business from one place. The great thing is, you can use the Law Firm CRM on your desktop or mobile devices. All you need is an internet connection and a browser. So, if you are looking at better managing your processes and scaling your law practice, you need the best legal CRM as your primary tool! 

How to choose the Law Firm CRM?

While choosing the right Law Firm CRM, you need to first and foremost see whether the system works for your business process. No matter how feature-rich a solution is, it’ll fail if it does not follow your business’s process and terminology. The Law Firm CRM, built on top of Zoho CRM, ensures that the solution mimics the standard business process of a law firm and comes with all the flexibility of customizing it further for unique business needs. 

What set our Law Firm CRM System apart?

The Law Firm CRM comes with industry-standard workflows and automation for you. What’s more, you can easily customize the system further to meet any unique need that you might have. And the best thing is we can transfer this solution to you within 5-7 business days. So, you can go live as soon as possible and start leveraging it for your business.

How to use your Legal CRM Software?

Using Law Firm CRM is super easy. Moreover, once we’ve set up the solution for you, we offer complete user training that includes process training, building reports, templates, adding fields, etc. We also share tutorial videos for your reference. 

What are the benefits of the Law Firm CRM?

Here are the primary benefits you can derive from the Law Firm CRM: 

  • Centralized data management
  • Effective lead management
  • Streamlined matter management
  • Efficient time logging 
  • One-click contract and invoice generation
  • Super easy attorney management 
  • Comprehensive reports and dashboards
  • Timesaving automation

Can I make any additional modifications to the Law Firm CRM?

Of course! The Law Firm CRM software is built on top of Zoho CRM and, therefore, has robust customization capabilities. Please let our consultant know about the additional customizations you may require during the demo. We’ll understand the requirement, offer suggestions and present you with the effort estimate for the desired modifications. 

Which edition of Zoho CRM is required for the Law Firm CRM?

The Law Firm CRM works on Zoho CRM Enterprise Edition. You may purchase the Zoho CRM Enterprise Edition or Zoho One Suite of Applications (Zoho CRM Enterprise Edition is a part of Zoho One). 

More questions? We’re here to help. You can reach our friendly team and we’ll get back to you as soon as possible!

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