Clio, Filevine, MyCase, PracticePanther — which legal CRM actually helps you close more cases? We compare features, pricing, and lead management capabilities side by side.
A CRM is the central nervous system of your firm's business development. It tracks every lead from first contact to signed retainer, automates follow-up, and gives you the data you need to optimize your marketing spend. But not all CRMs are built for law firms, and the wrong choice can cost you more in lost productivity than the software saves.
What to Look for in a Legal CRM
- Lead tracking from source to signed client with attribution
- Automated follow-up sequences (email, task reminders)
- Integration with your lead sources for real-time import
- Intake form customization by practice area
- Reporting on conversion rates, cost per acquisition, and ROI
- Mobile access for responding to leads on the go
1. Clio Grow
Clio Grow is purpose-built for legal intake and client management. It offers customizable intake forms, automated follow-up emails, and detailed pipeline reporting. Pricing starts at $49/user/month. Best for: firms that want an all-in-one practice management + CRM solution.
2. Filevine
Filevine excels at managing high-volume practices, particularly personal injury and mass tort. Its lead management module tracks every touchpoint and integrates with most lead providers. Pricing is custom. Best for: PI firms handling significant lead volume.
3. Lawmatics
Lawmatics is focused specifically on legal marketing automation. It offers the most sophisticated email drip campaigns and automated intake workflows of any legal CRM. Starts at $199/month. Best for: firms that want advanced marketing automation.
4. MyCase
MyCase provides solid CRM basics with case management built in. It's straightforward to set up and affordable. Starts at $39/user/month. Best for: smaller firms that want simplicity and value.
5. PracticePanther
PracticePanther offers strong lead management with automated workflows and integrations with popular lead sources. Starts at $59/user/month. Best for: mid-sized firms wanting a balance of features and ease of use.
6. HubSpot (Free CRM)
HubSpot's free CRM isn't built for law firms specifically, but it offers robust lead tracking, email sequences, and reporting at no cost. Many solo practitioners start here before upgrading. Best for: budget-conscious firms or those testing CRM workflows.
7. Salesforce (with Legal Add-ons)
Salesforce is the most powerful and customizable option, but it requires significant setup and often a consultant. Best for: large firms with complex intake processes and dedicated operations staff.
No matter which CRM you choose, the key is actually using it. A $200/month CRM that your team ignores is worth less than a free spreadsheet that everyone updates daily.
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