Revolutionise your firm with a better way of managing your cases, staff, and client relationships. Contrast suppliers, crunch prices, and compare quotes from top law firm CRM providers with us
|✔ Pro||Wide range of third-party app integrations||Very user-friendly||Flexible, affordable pricing plans||24/5 customer support||Ideal for single practice and solo firms|
|X Con||Tough to get to grips with||Expensive||Not easy to customise||User experience can be clunky||No phone-based customer support|
|Best for||Analytics and reporting||Data security||Workflow automation||Practice area versatility||Shoestring budgets|
|Price (per user, per month)||From £20||From £120||From £39||From £49||From £30|
No matter what kind of law you practice, people will always be at the heart of what you do. Whether it’s keeping your staff on the same page, winning new clients, or maintaining those important business connections, it’s your relationships that determine your success.
But with so many leads, clients, and cases to keep track of, staying on top of things – and staying compliant – can be a real headache. That’s where a Customer Relationship Management (CRM) system comes in.
CRM software provides your law firm with a central hub for all your crucial contact and client data. No big ring binders, no spreadsheets – just slick, straightforward software that streamlines your workflow. Sound good? We agree.
That’s why we're taking a look at the best CRM systems for law firms in the UK. Jump to a supplier in the table above, or skip straight to our law firm CRM system FAQs. Alternatively, take 30 seconds to provide us with your firm's specific CRM requirements, via our free quote-finding questionnaire. We'll then match you with leading CRM software suppliers, who'll be in touch with you directly to provide tailored quotes.
Best CRM systems for law firms
How does Salesforce acquit itself as a top CRM provider? Can Actionstep do your firm justice? Is Clio all it’s cracked up to be?
We reviewed the big CRM names in the legal industry, putting each supplier's software on trial. Our top five picks for UK law firms are Salesforce, Osprey Approach, Actionstep, and Clio – but we’ll let you be the judge!
Top five CRM systems for UK law firms:
Best for analytics and reporting
|Salesforce Essentials||Lightning Professional||Lightning Enterprise||Lightning Unlimited|
|Sales Cloud||£20 per user, per month||£60 per user, per month||£120 per user, per month||£240 per user, |
|Service Cloud||£20 per user, per month||£60 per user, per month||£120 per user, per month||£240 per user, per month|
|Sales and Service Cloud||Not available||£80 per user, per month||£140 per user, per month||£260 per user, per month|
With additional rates for its various marketing modules and feature-enhancing add-ons, Salesforce's pricing is too complex to unpack here. Plus, we do that much better in our dedicated Salesforce review – updated for 2020 – where we explore the CRM behemoth's latest rates, features, packages, and user-submitted opinions.
And, for more information about how much you can expect to pay for your CRM system in general, we have you covered. Head on over to our CRM software costs article for everything you need to know.
- Basic package offers excellent value for money
- Enormous range of integrations with the software and applications your firm uses every day
- Coaching and goal-setting features help drive increased performance from your legal team
- Salesforce's more advanced features can be difficult to get the hang of
Best for data security and GDPR compliance
Osprey Approach pricing
Osprey Approach offers three pricing plans. All include:
- Case and practice management features
- Integrated legal accounting
- Workflow automation
- Document and form production with inclusive precedents
- Time recording and reporting capabilities
- Tools for sales teams, as well as email marketing functionality
|From £120 per user, per month||From £140 per user, per month||From £180 per user, per month|
However, Osprey Approach's cheapest plan, ‘Professional' – though it still clocks in at a hefty £120 per user, per month – is only offered as an app for desktop only, compatible solely with Windows. To use the legal CRM software on mobile apps for iOS and Android, you'll need to be on the ‘Enterprise' plan, or above.
Upgrading to Osprey Approach's ‘Quantum' plan adds a host of impressive features, including voice-activated case management, and AI support. Your firm will also benefit from ‘Approach2Quote' – an AI-powered chatbot that allows you to provide conveyancing quotes directly through your website.
- Extremely user-friendly
- The team is highly responsive on social media sites such as Twitter
- Offers a range of bespoke packages to fit the unique needs of your law firm
- One of the more expensive legal CRM systems out there
- Can be slow to load and prone to freezes
Best for workflow automation
|Paid annually||£39 per user, per month||£69 per user, per month||On enquiry|
|Paid monthly||£49 per user, per month||£79 per user, per month||On enquiry|
Of Actionstep's three pricing tiers, ‘Express' is only for single practice and solo firms. If you've outgrown the small business CRM stage, though, we recommend plumping for ‘Practice Pro'. At a reasonable £69 per user, per month, it's ideal for boutique and multi-practice firms looking to scale. The plan provides everything you get with Actionstep's basic plan, plus:
- A client portal
- Customisable workflows
- Consolidated billing
- External data reporting
- Advanced calendar synchronisation
An extra £10 per user, per month buys you Actionstep's ‘Enterprise' plan – ideal for multi-divisional firms. For the additional outlay, you'll score multi-currency, integrated general ledger accounting, plus banking, financial reporting, dashboards, and access to an online knowledge base.
- Fantastic customer support
- Presents case notes in a digestible ‘newsfeed’ style
- Pricing plans offer flexibility, as well as value
- Can be difficult to set up and customise to your liking
You're just over halfway through our list of the top CRM software for law firms… time to start comparing quotes?
Simply hit one of the buttons below to start our quick questionnaire. It takes just 30 seconds to do, and by telling us more about your firm's specific requirements, we can help ensure that you receive the best, most personalised rates on legal CRM software.
Best for lawyers across all practice areas
With a CRM service catering to practice areas from criminal law and conveyancing to immigration and intellectual property, you can be confident that the team behind Clio understands the unique pressures and pain points of your practice.
Atypically for CRM software, Clio comes at a single per user, per month cost, rather than offering several ascending pricing plans. Clio will cost you £49 per user, per month (or £56 per user, per month if you select monthly, rather than annual, billing).
And you get plenty of features for your money, too, including:
- Matter management
- Online payments and billing
- Xero, QuickBooks, and Microsoft Office 365 integration
- Unlimited data storage
- Legal calendaring
- Integrates seamlessly with G Suite, Outlook, Mailchimp and more
- Highly-rated customer support
- Tailor-made for law firms
- Online reviews suggest that elements of the user experience (UX) could be improved
Best for firms on a shoestring budget
We'll admit – feature-wise, it's much more basic than the other CRM systems for law firms on this list. However, LegallyCRM negates this with generous data storage limits (you'll get a whopping 50GB with its most basic plan), as well as zero limits on the amount of users you can have accessing the system – a rarity when it comes to CRM.
When it comes to pricing, only the very smallest of firms should think about opting for ‘LegallyBasic' –as the name implies, it'll be too simplistic for the needs of most lawyers.
That said, most small law firms should be well served by LegallyCRM's mid-range plan, LegallyMLM (£49 per month), which includes invoicing and billing, as well as specific modules for solicitors, consultants, and agents.
|LegallyBasic||LegallyMLM||LegallyMLM and Marketing|
|$39 (£30) per month||$65 (£49) per month||$116 (£88) per month|
- Sports a colourful interface reminiscent of monday.com's project management software
- Easy to use
- Marketing modules are only available with LegallyCRM's most expensive plan (£88 per month)
- Customer support isn't UK-based (or phone-based)
- Not as proven or as established in the CRM space as its competitors
It doesn’t matter whether you’re a partner, an associate, or a paralegal – CRM software will improve the speed and efficiency of your work.
It’ll bring your remote teams closer together, and promote better, more open communication with your clients. And, by automating and simplifying key processes, it’ll free you up for what you’d rather be doing (which, presumably, is winning cases).
So let us help you find the best CRM solution for your law firm. Simply provide us with some details about your firm's requirements via our free quote-finding form. We’ll ask a couple of basic questions about the size of your team and practice, and match you with CRM suppliers that fit your needs. They'll then be in touch with you over the phone to offer their legal CRM expertise, and provide tailored quotes.
What are the benefits of CRM for my law firm?
✔ Prepare for those big meetings
CRM provides intelligent contact management, pulling records of all your client interactions into one place. Whether you last spoke on the phone, in a meeting, or via social media, it’s all there. Tap into your conversation history with ease, and never enter that meeting without everything you need to know (quite literally!) at your fingertips.
✔ Prioritise client interactions
When you’ve got so much on your plate on a day-to-day basis, it’s easy to let big portions of your to-do list fall by the wayside.
A CRM system provides automatic reminders to help keep you on track – and lets you sort tasks by their immediate priority. This helps your customer service team handle issues with pace and professionalism, and ensures that you get more of the important stuff done, today.
✔ Work from anywhere
Most CRM systems for law firms are cloud-based. That means that you – or anyone else in your team – can access the software from anywhere with an internet connection. You can log in and start work with ease, from your smartphone, tablet, or Apple Watch. This makes CRM software a great way to improve your team’s collaboration, while working from a beach in Mexico!*
*Or your home office.
Read more: The Best Cloud-Based CRM Software in 2020
✔ Build better marketing campaigns
CRM systems enable you to craft good-looking, engaging emails. Using a CRM database, you can construct targeted bulk email marketing campaigns to get more out of your audience. With the right approach, you can re-engage those lapsed clients, bring in a whole new generation of business, and boost your bottom line to boot.
Read more: The Best Marketing CRM Software in 2020
Is there free CRM software for law firms?
Free CRM software is available. Freshsales, Zoho, Insightly, and Bitrix24 all offer CRM pricing plans, completely gratis. However, there is a catch – that these plans come largely stripped of their best features.
Plus, you’ll almost always have to pay for any CRM system that comes as an industry-specific solution. And it makes sense, too – time has gone into creating an intelligent product that's designed to understand your business’ needs. Companies aren’t going to be giving it away!