Best Legal CRM Software for Salesforce

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Multilingual questionnaires, case management, and the first CRM specifically designed for immigration lawyers combine to create Docketwise. Docketwise is a collaborative, multilingual system that prepares forms with robust case management. It's the first CRM specifically designed for immigration lawyers. We have redesigned the client intake process, creating a modern and collaborative experience that makes it easier for you to work with clients and saves time. Our comprehensive form library is available for all types of immigration law. You can combine any number of forms into one intake questionnaire for your client. You can either download the entire collection or each one individually. Translate questionnaires into Spanish and other languages such as French, Portuguese, Russian or Arabic. Clients can send questionnaires by email or text message, which they can complete on their smartphones or computers. You can track the status of invitations, from "Sent" through "Submitted for review".

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.

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.

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.

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.