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CRM for law firms

Customer relationship management (CRM) software helps big and small law firms manage their client data more efficiently.

With a CRM for attorneys and lawyers, legal practices can manage their client relationships, track cases and boost productivity – all from a single dashboard.

Learn how Pipedrive can help your law firm streamline day-to-day activities and increase profitability.

Full access. No credit card required.

CRM for Law firms
What to look for in a CRM for Law Firms

What to look for in law firm CRM software

When selecting a client relationship management tool for your law firm, make sure it has these key features:

  • Customizable pipelines, fields and stages: Fit your CRM tool around your firm’s unique processes with fully customizable features.

  • Centralized interaction database: Track multi-channel communications, manage requests and review cases from one simple CRM dashboard.

  • Strong data security: Secure your management system with features like visibility permissions, two-factor authentication and single sign-on.

  • Communications tracking: See which emails have been opened, log contact notes and get a history of your calls and activities with clients with email and communications tracking.

Workflow Automation

Automate workflows and attract more clients

Tasks like data entry are vital for legal services, but they take up time better spent on more profitable activities.

Workflow automation takes task creation off your plate and sets reminders so you never miss a client follow-up.

Pipedrive’s lawyer CRM can be your case management software. Customize your workflows and streamline client engagement.

Learn about Pipedrive’s workflow automation tools.

Make it easy for clients to book appointments

If new clients struggle to find information or schedule appointments, they’ll soon switch to another firm.

CRM systems for legal practices ensure new clients won’t slip through the cracks by helping them set up appointments and contact the firm directly.

Pipedrive’s scheduling tool lets clients book appointments that suit everyone’s schedule.

Find out about Pipedrive’s Scheduler.

Scheduler
Pipedrive Security

Protect your clients’ information with world-class security

The legal industry is responsible for a lot of confidential data. When that data is stored online, it may be at risk of cyberattacks.

Legal CRM software comes with enhanced data protection features that shield your business from prying eyes.

With Pipedrive’s password protection rules, security alerts and state-of-the-art encryption, you can rest easy that your data is safe.

Learn more about Pipedrive's privacy and security features.

Get actionable insights to grow your law firm

Without law practice management software, you’ll miss key opportunities for business development.

CRM solutions help you leverage your data with sales reporting software.

Pipedrive’s custom reports provide a clear view of your law firm’s marketing efforts’ performance and where you can optimize your workflows.

Learn about Pipedrive’s insights and reporting feature.

Insights and reporting

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

Smart Docs Pro add-on

Share templates with other users in your team and ensure your documents are kept secure and accessible by setting company wide storage rules for OneDrive, Sharepoint or Google Drive. Close the deal by requesting e-Signatures and remove branding from documents you share with your clients.

e-Signatures

Template sharing & storage rules

Unbranded documents

e-Signatures

Template sharing & storage rules

Unbranded documents

$32.50

per company per month, billed annually if added to an Advanced plan subscription
or $39 per company per month, billed monthly if added to an Advanced plan subscription

Smart Docs Pro add-on is free with a Professional or Enterprise plan subscription

How Pipedrive helped Belkins double its sales efforts year over year

Belkins struggled to keep track of deals, leading to missed opportunities.

Pipedrive’s easy onboarding process and customizable pipelines enabled Belkins to create a personalized sales process that exceeded its expectations, saving the team 50 hours a week.

“We’ve been able to build a sales team that follows up with every prospect in a timely fashion, never misses any emails and can easily identify and scale any and every opportunity.”

Read more

Belkins Case Study

Law firm CRM FAQs

  • What is the best CRM for law firms?
  • Do I need a CRM for a solo law firm?
  • What’s the best CRM for a small law firm?
  • How can I get law firm buy-in for a CRM?
  • What is the best CRM software for lawyers?
  • Can Pipedrive be used as legal CRM software?

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Expand your law firm’s business with Pipedrive