Best Legal CRM Software for Microsoft 365

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

Smarter case management software for personal injury law firms. CASEpeer is the only software driving better outcomes for your clients and your firm. Streamline your law firm’s business operations and increase productivity with our turnkey legal practice management platform designed exclusively for personal injury plaintiffs’ law firms. Streamline your firm’s operations with a centralized case management hub across your practice–from intuitive dashboards and calendaring to medical treatment tracking, litigation tools, and more.

eImmigration is a comprehensive case management platform designed to simplify immigration casework for law firms and non-profits. This innovative software empowers legal professionals to save time, expedite case processing, streamline immigration form preparation, enhance client communication, and expand their practices. Developed by Cerenade, a trusted leader in legal software with over three decades of experience and client-driven insights, eImmigration is built with your needs in mind. Offering an all-in-one solution, eImmigration equips you with the tools to manage cases, forms, clients, and your practice seamlessly from a single platform.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office financials and reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

AbacusLaw knows that the legal and accounting landscapes are constantly changing, making it difficult for businesses to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.

CosmoLex and every lawyer understand that efficiency and compliance are essential to a law firm's survival. CosmoLex offers a fully integrated and simple-to-use practice management solution. CosmoLex is a single platform that allows users to track and manage billing, practice, and accounting.

You can empower your team with the best case management software. It provides everything you need, including client intake, billing, trust accounting, document management, crm, client management, advanced reporting, document administration, crm, crm, client intake and billing. Lawcus makes it easy to manage cases and provide robust billing and trust accounting. Our intake forms, eSignatures and text messaging make it easier to convert more leads into clients. Our workflows make it easy to automate consistent and repeatable processes. Lawcus provides a bird's-eye view that allows you to quickly see all your matters, and determine what needs your attention. With matter-centric conversations, you can collaborate with your team. All communications with clients and your team can be kept in one place. You can organize and delegate tasks, set deadlines, add subtasks, track work in progress, and get it done quicker.

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.