Best Legal CRM Software for QuickBooks Online

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

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.

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.

Smarter case management software for personal injury law firms. 8am 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.

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity. Learn how to Run Your Best Firm at smokeball.com.

8am MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

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.

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.

Curo365 stands out as a top-tier Enterprise Practice Management solution by operating on the robust Microsoft Dynamics platform. Unlike conventional legal practice management tools, Curo365 integrates capabilities that typically require the use of several separate technologies. This innovative solution empowers law firms to utilize Microsoft’s identity-driven security, ensuring a safe and user-friendly space for managing files, communications, and various data types, while also offering extensive and intelligent defenses against sophisticated cyber threats. Microsoft invests a staggering $1 billion annually to safeguard its cloud infrastructure, which is the foundation where Curo365 securely stores and replicates data for redundancy and disaster recovery purposes. Moreover, Curo365 allows law firms to take full advantage of the Microsoft Office 365 Productivity Suite—including applications like Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow, and PowerPoint—enabling attorneys and their teams to work seamlessly from any location and on any device. The integration of these powerful tools ultimately enhances collaboration and efficiency within legal practices.

Equip your team with top-notch case management software that encompasses a variety of features such as contact management, comprehensive reporting, document handling, customer relationship management, client onboarding, billing, and trust accounting. Lawcus streamlines your workflow by simplifying case management alongside robust billing and trust account functionalities. Enhance your client conversion rates with our user-friendly intake forms, e-signatures, text messaging capabilities, and automated document processing. Eliminate the chaos of daily tasks by utilizing our automated workflows for consistent and repeatable operations. With Lawcus, you can easily visualize all your matters through a kanban-style interface, allowing you to quickly identify what requires your immediate focus. Foster teamwork through matter-specific discussions and keep all communications with your clients and team centralized. Efficiently organize and assign tasks, set deadlines, create sub-tasks, monitor ongoing work, and accelerate your productivity to achieve faster results, ensuring that nothing falls through the cracks. This comprehensive solution not only enhances efficiency but also promotes collaboration and accountability within your team.

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.