Best CRM for Lawyers
Clio Grow is a legal CRM that helps law firms manage client relationships by tracking every client, conversation, and follow-up. It provides a visual Matter Pipeline, customizable contact tags, appointment reminders, automated tasks, online intake forms, document generation, e-signatures, and multi-step email campaigns to streamline client intake and engagement from lead to matter.
Ideal Customer Profile
Law firms seeking end-to-end client intake, relationship management, and automated workflows to reduce no-shows, speed up onboarding, and improve client communication.
Common Pain Points
- •High no-show rates and missed follow-ups
- •Cumbersome client intake and data entry
- •Disorganized contact management across staff
- •Inefficient scheduling and reminders
- •Difficulty tracking intake progress and referrals
Top CRM Picks
1 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Law firms seeking end-to-end client intake, engagement, and matter progression with automated workflows
⚡ Key Features
- Matter Pipeline visual overview
- Customizable contact tags
- Appointment scheduling with reminders
- Automated follow-up tasks and reminders
- Online intake forms
- Document generation and e-signatures
- Automated email campaigns
- Client intake insights
Pros
- ✓Reduces no-shows via appointment reminders
- ✓Speeds up client onboarding and intake
- ✓Streamlined scheduling with calendar sync
- ✓Automates follow-ups and task assignments
"No-show rate dropped from 20-25% to under 5% after implementing Clio Grow."
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
Choose a legal CRM that supports end-to-end client intake and matter progression
- 2
Prioritize features like online intake forms, scheduling, reminders, and document automation
- 3
Look for integration with your existing practice management system
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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