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CRM advice for law firms

Law firms need intake, conflict checks and billing to work together. Intake CRMs and practice management tools overlap, and choosing the wrong mix is expensive.

Questions to ask any vendor

  • Does intake sync to our practice management system?
  • How are conflict checks handled?
  • What does the contract auto-renew on?
  • Which payment processors are supported?

What decides the shortlist

Intake vs practice management

Lawmatics and Clio Grow handle intake and marketing; Clio Manage, MyCase and PracticePanther run matters, time and billing. Many firms need both to connect.

Practice area matters

CASEpeer is built for personal injury (from $90 per user); Litify serves large firms on Salesforce.

Published vs quote-only

Clio Starter ($49), MyCase ($50) and PracticePanther ($49) publish prices. Lawmatics, Smokeball and Clio's upper tiers require a quote.

CRMs in our directory for law firms

Listed whether or not a vendor pays referral fees. Estimates are labeled.

CRMStarting pricePricingBest for
Clio Manage + GrowBest all-around for law firms$49/user/moPublished1–200 users
LawmaticsBest for client intake and marketingQuote onlyQuote only3–200 users
MyCaseBest for small firms that bill online$50/user/moPublished1–50 users
PracticePantherBest for simplicity$49/user/moPublished1–50 users
SmokeballBest for document-heavy small firms~$149/user/moEstimate1–50 users
CASEpeerBest for personal injury firms$90/user/moPublished1–100 users
LitifyBest for large firms on Salesforce~$150/user/moEstimate25+ users

Questions buyers ask

Clio or MyCase for a small firm?

Both start near $50 per user per month. MyCase includes payments and a client portal; Clio has the larger integration marketplace.

Terms to know

Practice management software · Legal intake · Conflict check

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