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Shape offers a discount to new and existing customers through our Affinity Benefits program. The details of this discount are only available to members. Learn more about the Affinity Benefits program or log in if you are a member of Insider Plus or Lab.

Shape

Shape’s legal CRM, marketing, and sales automation software helps you manage your law firm on one easy to use platform.

Shape’s legal CRM, marketing, and sales automation software helps you manage your law firm on one easy to use platform. Sync your team’s calendar, emails, and to-do’s with a click of the button. Respond to and manage incoming leads and client needs with powerful automation tools. Send robust email newsletters, drip campaigns, SMS, and more based on rules and triggers you choose. Build custom online workflows to keep support staff and client projects on task. Onboard new clients, share documents, and provide live chat support in your own white-labeled client portal. Respond to new inquiries anytime and anywhere with our mobile app. Accept online payments, send contracts and fee agreements, and do everything you need to land your next client all on one platform. Shape integrates with dozens of case management tools like Clio, MyCase, Practice Panther, FileVine, and more.

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