Best CRM for Attorneys

Best CRM for Attorneys

Clio Grow is a legal CRM built for law firms to manage client relationships from intake to matter progression. It centralizes client data, offers a visual Matter Pipeline, customizable tags, automated follow-ups, appointment reminders, and easy online intake, document creation, and e-signatures. The solution also supports automated email campaigns, client engagement workflows, and a built-in website builder for converting inquiries into retained clients.

Share:
TwitterLinkedInFacebook

Ideal Customer Profile

Small to mid-sized law firms seeking a legal-specific CRM to manage client intake, scheduling, and engagement.

Common Pain Points

  • •High no-show rates
  • •Disorganized client data
  • •Manual data entry and non-billable tasks
  • •Missed follow-ups
  • •Cumbersome intake process
1
Top CRMs
100%
Vetted
Free
Options
2025
Updated

Top CRM Picks

1 expert-vetted recommendations

Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.

Top 1
1
Clio Grow
A leading legal CRM for attorney-client relationships and intake automation.

Perfect For

Law firms needing client intake automation, matter pipelines, and client engagement.

⚡ Key Features

  • Client Intake
  • Matter Pipeline dashboard
  • Automated reminders and follow-ups
  • Email campaigns
  • Appointment bookings
  • Document automation & e-signatures
  • Website Builder

Pros

  • ✓Scheduler eliminates back-and-forth emails and syncs to calendar for availability
  • ✓No-show rate dropped from 20-25% to under 5%
  • ✓Faster client onboarding—intake to hire in minutes

"The Scheduler feature has been a game changer; no-shows dropped and client engagement improved overall."

Buying Guide

Step-by-step guide to finding your perfect CRM

Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.

  1. 1

    Choose a legal CRM tailored for client intake, scheduling, and engagement.

  2. 2

    Use the visual Matter Pipeline to track intake progress and conversion from inquiry to retained client.

FAQ

Common questions answered

Quick answers to common questions digital teams raise when evaluating CRM platforms.

Continue Your CRM Research

Continue exploring to make the best CRM decision

⭐
Read CRM Reviews
In-depth reviews of top CRM platforms with real user insights
📊
Compare CRMs
Side-by-side comparisons to find the perfect match
📚
Buying Guides
Step-by-step guides to choosing the right CRM