Best Legal CRM Software in Canada

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.

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.

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.

Cerenade’s eIMMIGRATION is the #1 ranked and most-widely used legal practice management software for immigration professionals. It is cloud-based, easy-to-use with a modern UI, and offers: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and much more. eIMMIGRATION's feature set makes it suitable for firms and non-profits of all sizes. In addition to providing practices with all-in-one functionality, a subscription to eIMMIGRATION gives users access to Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade today for a free trial and schedule a demo to learn more.

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!

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.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

MagicTime automatically records every minute that is billable. Don't underestimate the time you spend. In just a few clicks, you can file your timesheet. Save time and focus on more billable work. Transparent and verifiable client reporting during billing can increase your collection rate. Our AI learns from your work and improves every day. You will find that filing your timesheet takes you almost no time within a few weeks. Your data is secure and confidential. All your sensitive and non-sensitive information will be kept in a highly secure environment.

Data is the lifeblood of your business. Optimize the way it's managed. LeadTrac™ allows you to have customized field sets that allow you to organize data and streamline enrollments, sales, and intake. To keep clients, employees, and tasks on track, you can use powerful, configurable workflows for each department.

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".

You can organize your client information, market and sell your products, manage your sales team, and keep in touch with your customers. Keep your customers loyal and customer-centric. We are looking forward to a future where RunSensible is able to assist small businesses and startups with all their needs. We are also making strides in providing industry-specific solutions that are based on the main app, which makes it easier for lawyers, photographers, etc.

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.

Legal Office is modular software that allows you to choose which features you would like to use. It includes all the features you need for your law firm, including case management, timesheets, quotes, accounting and billing, payments, expenses, invoices, billing, invoices, billing and payments, emails management, documents, calendars, tasks, contacts, website. Live Chat, blogs, CRM, Customer Portal. Collaboration, Video Conferencing. Human Resources. As your office grows, add new features.

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.

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.