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About

CallRail

Lawyerist Rating for CallRail

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Rating Breakdown

Our Rating: 4.5/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

4.5/5

Product Details

Apps
  • Web
Software Integrations
  • HubSpot
  • Zapier
  • WordPress
  • Lawmatics
  • Salesforce
  • Google Analytics
  • Google Ads
  • Facebook
  • Instagram
  • Slack
  • Wix
  • Law Ruler

Core Features

For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

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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.

Client Portal

Communicate with clients, exchange documents, and provide clients with secure, real-time information on the status of their case. Client portals can set the tone with clients from the beginning.

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Frequently Asked Questions

Where can I use CallRail?

CallRail is third-party marketing tracking software that

What is the price of CallRail?

CallRail services start at $45.00 per month for basic call tracking. Things like conversion analytics and marketing analytics will cost more, but will provide a greater degree information for your firm.

Does CallRail integrate with my Law Practice Management Software?

CallRail integrates with a lot of software---which is part of it's strength. The third-party software can gather information from a multitude of sources. In many cases, it can integrate directly with your LPMS, and where it can't, your firm can likely create a Zap.

Does CallRail have client forms for my website?

No. CallRail is not a CRM, but it does integrate with many of them, and can gather analytics from your forms and your website.

Does CallRail have project or task management?

No. CallRail is not project or practice management software.

Can CallRail track my marketing efforts?

Yes. This is what CallRail does. They integrate with loads of marketing software to help you analyze your efforts and track your ROI.

Can I accept online payments with CallRail?

No. CallRail is marketing analytics tracking software. It is not a CRM or LPMS.

Does CallRail integrate with Calendly?

No. CallRail doesn't integrate directly with CallRail. It doesn't really need to, though since it's not a CRM.

Is CallRail good for solos?

Yes. CallRail has multiple levels of service. Any firm with inbound marketing would likely benefit from one of their offerings.

Can I send engagement letters through CallRail?

No. CallRail does not connect directly with your clients. It tracks the efforts of those resources that do.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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