Client Intake, CRM, & Marketing Automation Software

Client Intake, CRM, & Marketing Automation Software (Alphabetical List)

Filter by Feature

Hold On. What Is a Law Firm CRM?

At its most basic, a Client (or Customer) Relationship Management software could be described as a contacts list of your current and prospective clients, combined with a to-do list and calendar. But it is so much more. A good client intake CRM software gives you a systematic approach to maintain and strengthen client relationships and trust. CRMs can help manage your clients’ experience with you from first meeting to last, and a good client experience can help set you apart from the crowd. You can set meetings, manage contacts with potential clients, and extract data to help you analyze your workflow, your relationships, and your success rate with new and current clients.

A good law firm CRM stores contact information, plus legal needs, previous interactions you’ve had with this client, and some biographical information about the client. With previous interactions tracked, you can better engage with clients on a more personal level, rather than playing catch-up the first few minutes you meet. A CRM will also motivate you to be proactive in how you interact with your clients.

What’s the Difference between a CRM and Law Practice Management Software for Client Intake?

A CRM is different from law practice management software because most LPMS doesn’t really focus on client intake, client acquisition, or relationship management. A robust LPMS typically focuses on being more productive with existing clients and matters. Still, many LPMS have updates and features that start to feel more like client relationship management software.

How Should I Select a CRM?

In selecting a law firm CRM, ask yourself:

  • What do I want to achieve with a law firm CRM? Maybe the goals you want to achieve with a CRM can be achieved with your current LPMS. If so, you’ve just saved yourself some monthly expenses, and get to learn how to better utilize the CRM features in your LPMS.
  • What features do you need in a law firm CRM? If you don’t have a LPMS, or the one you have doesn’t meet your needs, then ask yourself what features you’d need to meet your goals.
  • Can I customize those features? Once you find a law firm CRM that has the features you’re looking for, what options are available to customize those features to fit your needs?
  • Is it easy to learn? This matters in all kinds of ways. First, you’ll need to learn it yourself so you can get comfortable with it as a solution to meet your firm’s needs. And if you will need to train a bunch of people on the software, make sure you and your colleagues will have plenty of resources available to help you learn how to use your fancy new tool without too much issue. And if it is tricky to learn (and, probably, even if it isn’t), a good law firm CRM should offer free training.
  • Does it integrate with software you already use? Does it integrate with your LPMS? Your email? Your calendar? Any client intake software or systems you use? It complicates things if your new law firm CRM exists on a digital island. That means more things for you to download and pay attention to.

After you’ve narrowed down your law firm CRM choices, give them a try. Most have a free trial. When testing out a law firm CRM, see if it works by importing just a few contacts, rather than your entire client list. See if you like the interface and the experience with 30 clients first before you try it with 3000.

Client Intake, CRM, & Marketing Automation Software Feature Descriptions

Automated Workflows. A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.

Appointment Scheduling. With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.

Calendar Sync. Sync up your calendar so you can see associated appointments when viewing a potential client's record.

Email Templates. Building out your marketing workflows is quicker and easier if you have templates to work from.

Email Sync. Sync up your email account so you can see emails sent or received when viewing a potential client's record.

Text Messaging. While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.

Document Templates. When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.

eSignatures. Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.

Analytics. See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.