Revolutionise your firm with a better way of managing your cases, staff, and client relationships
No matter what kind of law you practise, 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 took a look at the best CRM systems for law firms in the UK. Jump to a supplier in the list below, or skip straight to our law firm CRM system FAQs. Alternatively, take 30 seconds to fill out our free form, and start comparing quotes from Expert Market-approved CRM suppliers.
The best CRM systems for law firms
How does Salesforce acquit itself as a top CRM provider? Can Actionstep do your firm justice? Is Lexicata 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 picks for UK law firms are Salesforce, Osprey Approach, Actionstep, and Lexicata – but we’ll let you be the judge!
Top four CRM systems for UK law firms:
Best for analytics
Salesforce comes with some serious pedigree. As the world’s number one CRM, it boosts the business of over 150,000 companies around the world. Its cloud-based software lets your team collaborate on cases and projects – you’ll know exactly who’s dealing with who, and what progress has been made so far. As well as letting you run your firm from your smartphone, Salesforce also offers the most advanced business analytics on the market. It lets you drill down into how people find your services, how they tick, and – crucially – how to turn them into clients.
|Salesforce Essentials||Lightning Professional||Lightning Enterprise||Lightning Unlimited|
|Sales Cloud||$25 per user, per month||$75 per user, per month||$150 per user, per month||$300 per user, per month|
|Sales and Service Cloud||$100 per user, per month||N/A||$175 per user, per month||$325 per user, per month|
- Basic package offers huge value for money
- Enormous range of integrations with the software and applications your office uses every day
- Coaching and goal-setting features help drive better
- More advanced features can be difficult to get the hang of
Best for data security
Osprey Approach is high-flying legal software that’s tailor-made for the industry. And you don’t just get CRM – there are several more feathers to the cap of this smart solution. Besides CRM, Osprey Approach also offers practice and case management functions, budget planning, and simple email integration. Better still, it boasts some of the highest levels of data security out there. That means your contact data is safe, and fretting about your GDPR obligations becomes a thing of the past.
Osprey Approach Pricing
Pricing starts from £85 per user, per month.
- 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
Built solely for the legal industry, Actionstep offers a complete, cloud-based practice management system. Its intelligent workflow technology breaks your workload down into decision trees and manageable, bite-sized chunks. That keeps you from getting bogged down in repetitive admin stuff, and frees you up to get stuck into cases, and grow your firm. It also offers an easy-to-use ‘Client Portal’ – a secure space where you can chat with your clients, and collaborate on documents in real-time.
|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|
- 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
Best for integration
Already trusted by thousands of law firms worldwide, Lexicata is a scalable CRM that’s designed to grow with your practise. Through its colourful, intuitive interface, you’ll get all the insights you need to drive more value for you and your clients. Lexicata also boasts direct integration with Clio, software that’s a cornerstone of many law firms across the UK. Lexicata’s intake suite collects, collates, and e-signs your paperwork – and exports it to Clio with a few clicks. This means there’s less mind-numbing admin, and more time for lunch.
Pricing is ‘locked’, so you’ll need to contact Lexicata directly for a quote.
- Integrates seamlessly with G Suite, Outlook, Mailchimp and more
- Highly-rated customer support
- Tailor-made for law firms
- Online reviews suggest that part of the user experience (UX) could be improved
It doesn’t matter whether you’re a partner, an associate, or a paralegal – CRM will improve the speed and efficiency of your workload. 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).
Let us help you find the best CRM solution for your law firm. Take a minute to complete our free webform. We’ll ask a couple of basic questions about the size of your team and business, and match you with CRM suppliers that fit your needs. It’s that easy!
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 means you’ll get more of the important stuff done, quicker.
✔ Work from anywhere
Most CRM systems for law firms are cloud-based. That means you – or anyone in your team – can access them 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!
✔ Build better marketing campaigns
CRM systems let you craft good-looking, engaging emails. Using a CRM database, you can construct targeted bulk email marketing campaigns to get more out of your audience. Re-engage those lapsed clients, and bring in a new generation of business.
▶ Read more: Best CRM solutions for 2019
Is there free CRM software for law firms?
Free CRM software is available. Freshsales, Zoho, and Insightly are three CRM providers that all offer CRM pricing plans, gratis. However, there is a catch – 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!
▶ Read more: Best free CRM software