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The Best CRM for Law Firms

Success in the legal industry is all about building trust with your clients. Whether you’re offering legal advice, dealing with a personal injury case, or helping your client with a living will, it’s important to stay on top of all new developments and updates in your client’s cases. All while making sure to keep track of new prospects and clients as they seek your counsel, too.

A good CRM can help you achieve peace of mind in knowing exactly how to approach new clients and build trust with current ones.

KOSTENLOSES PROBLEM KONTAKT VERKAUF

How CRMs help law firms

Work– especially in the legal field – is a struggle without reliable software. 

Imagine having a centralized source of up-to-date client information, that updates automatically and nurtures inquiring new prospects while reminding you of changes in your current client base and communications you need to attend to. 

Bet you can’t do all that in a spreadsheet! 

A good CRM will help you and your team collaborate on crucial cases and clients, manage communications with new prospects and leads, and let you focus less on admin and more on the aspects of your firm that truly matter.

Features to look for in your legal practice CRM

On your quest to find the ideal CRM for your legal practice, it’s crucial to make sure that you’re getting the best features that will help your practice grow. 

When looking for a good CRM for attorneys and law firms, there are a few important features you may want to prioritize.

Contact management to organize and simplify your client relationships

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Many old (and modern) legal firms rely on pen and paper – or spreadsheets – to keep track of their client base. 

While a spreadsheet is useful, it doesn’t encourage growth – think about all the admin time you spend updating records that you could be spending with clients.

A CRM with great contact management features, on the other hand, can help you automate client and prospect updates and keep crucial information on a single platform.

  • Import your contacts from any source: Whether you collect your client data in a spreadsheet, an address book, or other software platforms, you want to spend as little time in the weeds as possible. A CRM that offers free data importing assistance is the ideal solution.
  • Minimize manual data entryEnable seamless contact management by syncing your data from phone contacts, when collecting leads on your website, and while scanning business cards. No matter where you get new data from, seamlessly integrate your sources for a unified data entry solution.
  • Automatically gather insight about every client and prospect:  Need more information about a new lead? Nutshell scours the internet to fill in their job title, location, and more, allowing you to approach potential clients with important information on hand.
  • Keep crucial client notes top of mindWhen you have multiple team members working with a client, it’s important to keep everyone in the loop with much-needed updates. Being able to pin notes to the top of contact timelines will keep everyone on the same page.
  • Intelligent search capabilities: Have all the information of every contact at your fingertips and access what you need with just a few clicks.

Task automation to minimize time spent on mundane activities

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In the legal industry, your work is almost never done. Attorneys can spend hours and days on legal research alone. Of course, good research is crucial for providing the very-best service you can and is the foundation for building great client relationships.

But what about attracting new clients, or nurturing existing ones? A CRM with sales automation capabilities will help you deal with the small stuff, so your team has more time for specialized tasks. 

  • Design a customized lead-to-client process: Your process is unique to your firm, and Nutshell respects that. That’s why you have control over your sales pipeline. Decide where, when, and how you’ll deal with new and potential clients with a customized pipeline. You can even auto-assign incoming leads to specific team members based on their speciality.
  • Automate tedious tasks: Eliminate the need to manually move leads through your pipeline. Define your stage advancement criteria, and leads will always be exactly where they need to be based on their actions and how they meet the criteria. 
  • Provide the guidance your team needs: In the case where leads require a human touch, automated reminders ensure team members know exactly what to do and when to do it to help speed up the client onboarding process.
  • Automate your email to keep clients in the loop: Stay top-of-mind for clients with automated and personalized email sequences. Let potential clients know about upcoming meetings. Or send reminders about fees outstanding or contracts they need to sign. Whatever you need to communicate, get your message across efficiently.

Customized reporting to pinpoint opportunities to grow

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Use hard data to create customizable reports and gain insight on various aspects about your onboarding process. Learn what’s working for your firm and find opportunities to improve what’s not.

  • Instantly understand where you’re meeting revenue goals and where you’re falling short with sales performance tracking.
  • Monitor lead volume to know where most of your leads are coming from and ensure you’re keeping your pipeline filled.
  • Analyze lost deals to understand where clients are dropping off the most, so you can refine your process, set the right expectations, and make necessary adjustments.
  • Get all of these reports and more in beautiful, presentation-ready charts to share with team members and key stakeholders.

Artificial intelligence to enhance your client relationships

Streamline daily processes and important tasks using the generative power of AI. 

A CRM with AI capabilities can make sales processes in the legal space much easier, for example:

  • Use timeline summarization to generate a quick and accurate summary of all the notes acquired during the months and years your long-term clients have worked with you.
  • Lengthy Zoom calls can be summarized in easily digestible notes so everyone involved can access it and get the information they need.
  • Take notes, compose emails, and send quick messages using just your voice with a highly accurate voice-to-text tool to save you time.
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Nutshell ist das beste Preis-Leistungs-Verhältnis. Die Vielseitigkeit und Funktionalität machen es zu einem sehr einfach zu bedienenden und leistungsstarken Produkt.

Mark M. Southwestern Scale Co.

Ich habe in der Vergangenheit Act, Goldmine und Salesforce verwendet, und ich habe festgestellt, dass Nutshell der einfachste Einstieg war und die Einrichtung von benutzerdefinierten Feldern. Ich würde Nutshell anderen empfehlen, die an einem einfach zu erlernenden und zu navigierenden CRM interessiert sind.

Craig C. Thermal-Tec

Wir haben Hubspot für Nutshell verlassen, weil Hubspot zu komplex war. Nutshell macht Software für Menschen.

Daniel H. EOS

Als wir CRMs evaluierten, war der einzige Entscheidungsfaktor zwischen Nutshell und Salesforce die Zeit für die Einrichtung und der Preis. Nutshell gewinnt in beiden Punkten (mit großem Abstand). Salesforce kostete 10 Mal so viel pro Monat für das, was wir wollten.

Jason C. Arrow Container Corp.

Get more from your legal CRM software integrations

As a law firm, you rely on various software tools to simplify your processes and make your daily tasks more efficient. Enjoy seamless CRM integration so you don’t have to constantly switch platforms to get the information you need. 

Nutshell CRM integrates with over 6,000 software applications natively, through Zapier, and with the power of AppConnect.

Integration capabilities extend to various software types, such as:

  • Accounting: Sync data about payments, invoicing and customer financial data with your CRM to keep your CRM as a single source of truth for your accounting and sales teams. Explore our range of integration with popular payment platforms such as Quickbooks, Stripe, and more.
  • Web forms: Seamlessly generate new leads into your CRM and move them through your pipeline when they fill in an inquiry form on your website.
  • Communication: Keep everyone in the loop by integrating your CRM with your favorite virtual meeting, project management, or customer support software.
  • Bookings and reservations: Keep track of meetings and appointments with clients by linking your CRM to your preferred booking software.
  • Contracts and proposals: Contracts are a cornerstone of effective legal counsel. Integrate your contract and proposal applications with your CRM to organize your essential documents.
  • And more – explore our full range of available integrations to see how Nutshell lines up with your software stack.
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Why use Nutshell CRM for your law firm?

At Nutshell, we understand that it can be difficult to keep your legal clients happy. It can be difficult to keep them, period. 

This is an industry that relies on building trust with and ensuring clients that you’re on their side while helping them navigate the often confusing world of law and order.

That’s why Nutshell offers first and foremost crucial features to help you stay aligned with your clients and build trust with them. With Nutshell CRM, your team will benefit from:

Get access to the features you need at affordable pricing with zero hidden costs.

Aber verlassen Sie sich nicht nur auf unser Wort

Our customers have a lot to say about how Nutshell has helped them connect with customers, gain insight into their sales, manage marketing campaigns, and more. Check out our customer stories to learn more about how Nutshell has helped companies like yours meet and exceed their goals!

Wählen Sie den besten Plan für Ihr Team

Jährlich abgerechnet
Monatlich abgerechnet

An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

In allen Plänen enthalten...

  • Unlimited storage, contacts & accounts
  • Kontaktmanagement und Zeitpläne für die Kommunikation
  • E-Mail- und Kalendersynchronisierung
  • Anpassbare Einzel-Verkaufspipeline
  • Customizable single sales pipeline (100 open leads limit)
  • Und mehr
Kostenlose Testversion starten
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Alles unter Foundation, plus...

  • Activity and Email reports
  • Sales and Activity quotas
  • Ziele der Pipeline-Phase
  • Up to 25 custom fields
  • No active leads limit
  • Und mehr
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

$42 pro Benutzer pro Monat

Everything in Growth, plus…

  • 5 customizable pipelines
  • Automatisierung des Vertriebs
  • Personal email sequences email sequences
  • Vollständige Berichtssuite, einschließlich Aktivitäts-, Trichter- und Prognoseberichte
  • Meeting scheduling software (lite version)
  • Und mehr
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

59 $ pro Benutzer und Monat

Alles unter Pro, plus...

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • Und mehr
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

$79 pro Benutzer pro Monat

Everything in Business, plus…

  • Unbegrenzte Anzahl von Pipelines
  • Unlimited custom fields, teams, currencies and territories
  • SQL-Zugriff mit Lesezugriff
  • API-Unterstützung
  • Und mehr
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When you choose Nutshell as your law firm CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

MEHR LERNEN

Start growing with the best CRM for law firms

Ensure that you have the CRM you need to elevate your client experiences, build stronger relationships, and keep clients satisfied and coming back for more legal counsel. 

Even better, provide your clients with such exceptional service they’ll feel compelled to refer you to whoever mentions needing a lawyer. 

Nutshell’s growth platform offers an affordable and easy-to-use CRM for law firms and legal practices. Take the next step, and try Nutshell for 14 days, free! Alternatively, reach out to our team to discuss your specific needs and learn more about Nutshell as a legal CRM software solution.

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