Best Legal CRM Software for Mid Size Business

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world.

Horatio Helper can be used by freelancers, sales teams, lawyers, accountants, and any other professional who needs to track customer interactions. For free, you can have unlimited customers, users, and projects. Register now to get a complete Enterprise CRM/Billing System in a matter of minutes. Free monthly access to your first 1000 Memos. These Memos include timeslips and invoices. All smartphones, tablets, desktops and laptops are compatible. You can handle hourly, flat fees, and contingency invoices. Quickly create statements. Accounting Reports. Unlimited teams User roles. Plus, many more! Complete business systems. Ready to go for lawyers, consultants, insurance agents, sales team members, programmers, freelancers, and programmers. Online Law Office Management System for Attorneys. You can practice law in the cloud. You can create timeslips, cost advance charges, invoices, and statements. You can store documents in the cloud. Access the cloud from any smartphone, tablet or Windows PC. Only $35.00 per month

The Eulexica teams provide full planning, data migration, and installation services in Australia, New Zealand, Singapore, and New Zealand. Our professional project management services are less expensive than those offered by other service providers. We also work collaboratively to minimize disruption to your business and staff. Eulexica's CRM modules make it easy to communicate with potential clients. These modules allow users to create newsletters that are relevant to clients' interests, manage Christmas card lists, and manage contacts. Maximize cross-selling with current clients and identify potential clients. Connect referrals and work to partner compensation if necessary. Our strong integration capabilities allow bidirectional connections to third-party horizontal and open source CRM systems.

This platform is user-friendly and will save your company significant time in the creation of records. Define who is involved in a matter and what their roles are. You can specify the assignee rates for all matters. For certified mail and document delivery services, integrate with Proof, Click2Mail and other providers. There are many moving parts in today's legal system. A poor office workflow can lead to attorneys getting in over their heads. Matterly makes it easy to set up a time tracker, enable the intake process, and implement onboarding instructions. Then you can create and manage cases while assigning tasks to specific people. This can all be done in one place, whether you are at work or on the move. Matterly is a CRM system unlike any other! Users can upload their own templates and merge tags to insert information directly into Matters and Salesforce.

Rich CRM capabilities for wealth management to manage and analyse customer interactions, with the goal of improving relationships with clients and COIs. This will help in retaining clients and increasing sales. Fully customizable workflows for trust and wealth management covering the entire life cycle of client operations. Suite of fully customizable workflows that simplify risk management and compliance. Full life cycle wealth management workflows from referrals to the pipeline, fee exceptions approvals, account and client onboarding, customized incentive plans, to service tools that help you deliver value.

SuiteCRM for Lawyers is an affordable and quick way to increase sales and strengthen your relationships. It is designed to give legal professionals all the modules they need to grow their business and increase profits. We all know that best legal practices and effective client management techniques will allow busy law firms to be more productive and increase their overall performance. SuiteCRM Legal CRM system allows all team members, including paralegals, lawyers, attorneys, and support staff, to efficiently organize customer cases, associated documents, appointments, and log accurate time entries for billing or invoice. A legal CRM system provides the ability to manage and maintain a list of clients, prospects, important leads, and other information. It collects basic information like contact numbers, email addresses, and the conversations between them. Then, it adds substantial information.

Versys Software's IntelliPad is designed to automate Legal Marketing for law firms and other professional organizations that require advanced maintenance and development. The IntelliPad user interface is based on standard Microsoft Outlook. However, there are some additional data fields that allow for more client information. IntelliPad CRM offers powerful marketing tools that are feature-rich and regularly updated. This website contains detailed product descriptions as well as screen shots of key product functionality. IntelliPad makes it easy to achieve your legal marketing goals and relationship management goals. IntelliPad empowers your attorneys to have the most up-to-date and relevant information available to them, whether it's on their mobile device, or desktop. It can be used to quickly get the information to everyone in the firm.

Lawsyst provides a cloud-based and on-premises case management system for all sizes of legal firms in the UK. It is intuitive, reliable, and easy to use. Our clients are members of the UK Law Society and are regulated by SRA. Lawsyst does not provide a standard legal case management system. It is a platform that offers best-in-class legal billing systems in the UK. It includes a time recording module and an all-in one cloud-based practice management system for legal firms of any size. It offers a truly integrated, unified communication experience that combines real-time data from the telecom infrastructure with real-time information. Our law firm software was specifically designed for the UK justice system. Lawsyst comes with a built-in CRM (Client Relations Management) and leads management system. These features are useful, not gimmicks that many users get confused by. Lawsyst is simple with power.

Lawmatics' law office intake forms templates make it easy to create a repeatable process that you can forget. Your legal CRM will handle client intake and marketing. Our CRM for lawyers allows you to connect with new clients and re-engage your past clients through law firm documentation automation. Your firm will always be available to them for any new opportunity. Automating workflow for law firms is the easiest way to generate new revenue. Automated follow-ups are a great way to ensure you respond immediately to potential clients with our all-in one legal CRM. Don't allow anyone to slip through the cracks. Your organized and tech-savvy approach to handling your clients' cases will impress them from the moment they contact you. Our software offers a cutting-edge approach that will impress your clients. It allows you to quickly esign legal documents and automatically follow up.

Innovative CRM solution for law firms that turns relationship insights into real results. Profit from your firm's valuable relationships intelligence and discover new revenue opportunities. InterAction Business Edge offers dashboards and reporting to provide firm-wide insight into key targets and potential opportunities. InterAction aggregates the prospect and client data of your firm to create a complete picture. InterAction Mobility allows you to access all the details of your relationships from anywhere, anytime. Our business development software for law offices will help you optimize your firm's efforts, and better utilize your marketing and business development resources to gain competitive advantage. InterAction Business Edge will help you win more business from prospects and clients.

Peppermint CX365 is a suite of legal services applications built on the Microsoft Dynamics Industry Application Platform. It's designed to support high-performing legal businesses. Increase visibility, control, allocation and management of work. Increase productivity and speed up legal processes by creating efficiencies. Enhance client experiences to differentiate your firm. A powerful CRM can help you identify, manage, and maximize growth opportunities for the firm. This CRM is specifically designed for the legal sector and uses on-the-go functionality to encourage user acceptance and customer centricity throughout your company. Manage bids, tenders, and marketing campaigns efficiently and effectively to build and maximize client relationships. To facilitate efficient financial account management, comprehensive transaction and legal accounts functionality is available. Dashboards and detailed, customizable dashboards that provide deep business insight about time and costs.

Link Legal is a simple contact and client relationship management system that allows law firms track the entire client journey from introduction to final client service. It is easy to maintain contact details and create targeted email campaigns using an Outlook environment. Link Legal integrates with our eMarketing solution, and partner for Windows (P4W), software, allowing for a smoother workflow for your firm. There are many places where contact data can be found. It is usually managed by end users in Outlook. However, it can be difficult to transfer data to other systems in a timely and accurate manner. A well-targeted email campaign will have a greater impact than one that is not. You must ensure that the content you send is relevant for the recipient in order to make sure your campaign succeeds. All companies must comply with regulations regarding the storage and use personal data.

Other tools require either full data entry, or data stewardship. This leads to gaps in data or incomplete data. Some tools require you purchase multiple systems, and then pay for expensive services to connect them. Nexl is a collaboration tool that combines all of the tools needed to collaborate into one. Collaboration is essential in modern work. Otherwise, you will have silos and misaligned team members. Collaboration is at our core. You're done with your relationship data problems. Nexl captures automatically all of your firm's relationships and contacts. Our data enrichment provides you with a wealth of information that you didn't have before. Segment your contacts based on their industry, location, job title, or even who knows them within the company.

Traffic Ticket CRM was designed for high-volume traffic ticket law firms and criminal defense lawyers. It is the only CRM software that integrates court-data-based automation and mailer integration. Our tool allows you to manage the workflow of your firm and pulls court-data-based leads*. It also automates the generation of mailers. All you have to do is print and mail. This gives you the chance to not only offset your CRM expenses but also generate revenue using the same tool. Since 2001, our CRM software has been managing and generating revenues for attorneys. App Maisters Inc. owns Traffic Ticket CRM software. It is based in Sugarland Texas. App Maisters is a top app development company in the United States. They have more than 100 developers and delivered over 400 projects.