From the outside, people often perceive a day in the life of a lawyer as a bracing scene in a southern courtroom starring a dapper Matthew McConaughey. Yet, despite Hollywood leaving you with the impression that lawyers spend their time arguing passionately in packed courtrooms, the truth is, it’s far from reality.

Any lawyer knows that in order to keep a law practice running, there are far more administrative tasks that need to be done than there are passionate courtroom scenes, and let’s face it; it’s hard to compete with the looks of Matthew McConaughey. In reality, the life of a lawyer involves responsibilities that aren’t just unglamorous; they can be downright burdensome. 

While legal work is undoubtedly a part of your job as a lawyer, the demands of keeping everything organized far outweighs the time you spend in an actual courtroom. 

From the minute a lead first contacts you to after the case is closed, each client has a specific file that gets thicker every day. Managing it all, following up with leads, and organizing cases can start to eat up your day in no time.  

If only there were a magic button to do it all for you…

Introducing CRM Software Tools 

Whether you’re a small law firm or a medium to large-sized one, you have to deal with a variety of clients and leads. At some point, keeping track of everyone’s information between your email inbox and spreadsheets becomes chaotic.   

A CRM (customer relationship management) software helps you run your firm, keep your cases organized, track your leads, and even communicate with your clients, literally by the click of a button.  

Legal CRM software reduces cumbersome paperwork and streamlines your work process so you can focus on billable work, totally revolutionizing the way you run your practice. Studies show that it can take up to 13 encounters for a lead to become a client. Why do this manually when you could rely on technology to do it for you? The result isn’t just less work for you, but improved client relationships and boosted revenue.

Benefits of CRM

Improved Communication

As a lawyer, you are expected to communicate with your clients about everything from the progress on their case to their legal rights. At some point, a spreadsheet alone can’t handle it all. Law firm crm software makes communication much easier by automation. One single program allows you to see where all of your cases stand at the same time. No more missed follow up opportunities or frustrated clients.  

Efficient Case Management

Depending on your firm, you may have multiple people working on a case. When several people are working on the same file, everyone must be on the same page. A customer relationship management solution makes it easy to manage the client journey in a centralized database. 

CRM’s make it possible to easily track emails and documents, and see whether clients have been followed up with or not. 

Client Retention

As an attorney, it’s your job to make your clients feel acknowledged every step of the way, but it’s not always easy to give everyone your attention and make money at the same time. Legal CRM tools give your clients more direct access to you, building stronger relationships while still providing the tools for you to focus on what matters most. 

Technology allows you to keep your hands free without sacrificing responding to your clients in a reasonable amount of time.

Streamlined Workflow

Simple workflows make your life as a lawyer much easier so you can devote your time to the most pressing matters. Reduce time spent on manually completing administrative tasks and instead add them to your automated workflow. Workflows make it easy to fully control each stage of the client process with a modern and efficient approach.  

Examples of CRM Tools 

Managing Contacts

A great CRM allows you to assess where each contact stands at a glance. No need for manual digging through emails and spreadsheets for contact information. Keep everyone in your firm organized by keeping all of the information you need on each client and lead all in one unified place. 

A CRM software like Lawmatics, which was created by an attorney, makes it possible to view your contacts by any criteria you need from case title to client stage, making it easy to manage your client’s journey step by step. 

Custom Reporting

A CRM can gather data from your online forms and analyze it in any way that works for your law firm. Boost client engagement and expand your business by gaining insight through reporting tools, converting leads into clients, and strengthening client-attorney relationships. 

Client Responses 

CRM’s make it possible to set up text messaging and email to reach your clients any time, anywhere. Whether it’s for a meeting reminder or requesting a document, a CRM keeps you in touch with your clients. In addition to easier client communication, you can also automate replies from lead follow up to an email newsletter. Automated replies mean less work for you, yet more cases. 

Calendar Syncing

A useful CRM tool makes it possible to connect your Gmail or Outlook calendar, keeping everyone up to date. Easily see upcoming meetings as well as meetings that have already taken place—no more wondering whether a meeting needs to happen or not. 

Appointment Setting

It’s incredibly frustrating to get stuck in a long thread email back and forth with clients trying to find the right time for everyone. Or perhaps you agree on a time to meet, and your client doesn’t even show up because they forgot. You lose valuable time and, in turn, revenue from inefficient appointment setting.

Does this sound familiar? 

This is where a CRM comes in. It takes the headache out of setting appointments that everyone can stick to. Easily send a link to your leads and clients, which only shows your available appointment slots.

They can pick and choose the dates that work for them based on only what you want them to see. You’ll see a considerable drop in late meetings and client no-shows, allowing you to focus more on your billable work. 

Best of all, before meetings, you can easily refer to your CRM to access your prospect’s data and notes before getting started. 

File and Document Storage

Quickly pull up any documents like proposals and contracts within your database. Having everything in place means you can refer to anything you need at a glance—no more digging through various programs and locations.

Your clients can easily upload files you need in an instant by following the link you send them. Say goodbye to printing bulky documents and let your CRM store them digitally.   

How To Choose The Right Legal CRM 

Any time that you’re choosing a CRM software in a sea of options, the first thing you should do is decide what you want to achieve. To get the most out of your CRM for your practice, you should look for one specifically designed for law firms as opposed to an agnostic CRM system.  

Whether you’re a solo lawyer or on a team, the right software is essential for the future growth of your firm. Knowing the specifics of what you need out of your CRM is the first step to making sure you find the right match.

Your legal practice customer relationship management software should meet your expectations and provide a polished experience that supports the pursuit of your success.  

The Right Features

Make sure that you read each feature carefully before diving into a decision. It’s important to note that some software is better suited for specific practice areas or firm sizes. 

However, it’s safe to say that regardless of your practice area, any CRM you choose for your law firm should have the following features:

  • Custom Detailed Data
  • A User-Friendly Interface 
  • Client Relationship Insights
  • Integrations
  • Automated Workflow
  • Automated Form Builders

Great Customer Service

Making the switch to a law firm CRM is a process. It’s critical that you choose a program that offers customer support when you need it. From basic tips to specific questions you need answers to right away, a good CRM should have excellent customer support to get the most out of it.

Customer Stories

Get to know what other customers’ experiences are with the CRM software you’re considering. Get acquainted with what people say the pros and cons are. Ask other lawyers in your area of practice what kind of CRM they’re using. Do all this, and chances are you’ll find a perfect fit. 


It goes without saying that price plays a critical role in the choice you make. The initial investment should be well worth the growth in revenue that a good CRM helps you achieve. Compare prices and features to get a feel for what you’re willing to pay for. 

Efficiently Serve Clients and Grow Your Firm’s Revenue with a CRM 

Eliminate tedious day-to-day processes in your legal practice and deliver quality client experiences with CRM. Ideally, you should find a CRM that exceeds your expectations. We find that Lawmatics is the industry leader in CRM software. Since the software was developed by an attorney, it’s an expert solution that’s easy to use yet incredibly robust.

Beyond just CRM tools, Lawmatics also provides marketing automation tools, client intake automation, customizable insights, and more, making it the most powerful choice for law firms. 

Erica Berghan

Erica Berghan

Guest contributor

Erica is a tech writer by day and mom by afternoon, evening, way too early in the morning, and middle of the night. When not writing or “momming,” you can find her enjoying the outdoors, shamelessly watching reality television, or publishing Instagram stories of her cat and dog. 

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