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CRM Software

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Does Your Law Firm Need New CRM Software?

Does Your Law Firm Need New CRM Software? on

Here are some of the best choices

Is there a more important factor to the success of any business than managing customer relations? For the modern business, Customer Relationship Management (CRM) software is the digital extension of those vital people skills. CRM software not only helps streamline a firm’s operations and increase efficiency by storing and managing your clients’ data, it can assist in staff training and generating new leads and contracts, among other invaluable features.

Strengthening your connection with, and awareness of, your clients and their needs is beneficial for both parties. CRM software is available for both large and small firms with varying degrees of options and features. Here are some of the best CRM choices if you’re thinking of investing or reviewing your current package.

The best options for your CRM

We’ve taken note of the best-reviewed law firm CRM software out there to provide a list of possible options for your firm. From free packages to industry-leading multi-tier programs there’s something to consider for every practice interested in cultivating customer relationships.


If your firm is dealing with a tight budget you may find this free CRM software just the thing to assist you. With features such as free email marketing, unlimited records and optional Cloud storage, Bitrix24 offers far more besides. It’s a viable option if you’re looking to get the basics of CRM in place without breaking the bank. If this sounds like a good fit for your firm, the full software manual is available for review.


Lexicata offers an all-in-one CRM package designed to streamline client intake. Ease of form management is their strongest feature, with clear client contact and lead management, lead sourcing and the ability to keep everyone in the firm up to speed with developments. Lexicata’s rates are dependent on the size of the practice planning to use the software. They offer a free quote to find out how much you’ll need to pay for unlimited contacts, matters, intake forms and e-signatures.

Firm Central

This Cloud-based software from Thomson Reuters offers user-friendly and fully integrated CRM software. Of particular note is their integrations option which grants users access to further Thomson Reuters resources such as Westlaw: a premier legal research platform with over 125 years of available legal analysis. Add this to practical law material created by over 100 legal experts, and extra assistance against drafting errors in your documents, and Firm Central shapes up to be worth its free trial.

Abacus Next

They’re one of the largest providers of law firm CRM on the market and offer a very impressive range of packages. They’re partnered with Microsoft, Thomson Reuters and Sage and provide tailored bookkeeping services alongside customizable cloud solutions. Their Amicus Attorney option is feature-laden and offers over 30 excellent features to empower your firm. If you select their Abacus Law service you’ll gain a multitude of options designed to streamline your case management.

Practice Panther

Practice Panther offers a website that’s as vibrant as their name and their CRM software provides features to place it strongly alongside the competition. The lesser length of their free trial (only seven days) is offset by no charge for set up, training and migration costs plus free future upgrades. Users can cancel or upgrade at any time and no credit card details are required to take advantage of the free week.


This company provides a CRM service with an emphasis on insight and intelligence. With Lexis Interaction you’ll be able to fully capitalize on strengthening relationships within and without your firm. Whether it’s your staff, another practice, or your clients, LexisNexis claims you’ll build powerful partnerships that will pay off. The atVantage feature could help you stay one step ahead of the competition by keeping you up to speed with news and developments in the legal sector.


Clio also offers a free trial of their feature-rich CRM software offering bank grade security, mobile apps and a campaign tracker. Their software is suitable for firms no matter what area of law they operate in, and their resources page offers a wide array of in-house white papers covering vital areas of practice along with guides, articles and webinars.

Houdini Esq

With the immediately attractive feature of a 30-day free trial, Houdini Esq offers a wealth of features including time tracking, automated documents and templates, calendaring and staff, security and client management. It supports several operational platforms including Windows and Linux and is payable as a one time, monthly or yearly expense. Cloud-hosted and serving small, medium and large business models, Houdini Esq also offers training in how to use the software.

At Boss Certified Realtime Reporting we’ve been providing nationwide court reporting services for trials, depositions, mediations and more since 1995. If you’d like help or more information, you can call us at 954 467 6867 or complete our contact form to let us know how we can help.