Law Firm CRM

Transform the way you manage prospective clients

Track, manage, and convert more prospective clients into business for your law firm with MyCase law firm Customer Relationship Management (CRM).

Seamless Client Intake

Your client intake process is simple from start to finish with digital client intake forms that eliminate manual data entry. 

  • Create customizable intake forms for every area of your practice and quickly create agreements with unlimited eSignature.  
  • Powerful virtual reception integrations allow you to answer every call and respond faster to new client opportunities.  
  • Easily create invoices and collect consultation and retainer fees 
  • Once a client is retained, easily migrate lead data directly to case data in one solution 

“We digitized our intake forms using MyCase, and it’s reduced the time it takes to onboard a client by up to 8 days.”

Jason Kohlmeyer, Kohlmeyer Hagen Law Office Chtd

Stay on top of your prospect pipeline

Gain complete visibility and keep track of each prospective client from anywhere on one platform.  With MyCase Law Firm CRM, you can assign tasks, set reminders and create consultation appointments for prospective clients and ensure no lead goes unnoticed.

  • Track a lead from prospect to client on the leads dashboard 
  • Manage leads as they advance from one stage of your pipeline to the next 
  • Customize pipeline stages to match your intake process 
  • See pending forms and eSignature requests and assign open tasks to team members  
  • Use unlimited built-in text messaging to stay in touch with prospective clients

“MyCase’s lead management features have been a game-changer for our firm.”

Benson Varghese, Varghese Summersett PLLC

Make Data-Driven Business Decisions

Easily analyze your prospect pipeline with all of the data you need at the click of a button. Gain greater understanding with reports and dashboards for deep analysis and intelligent decision making.

  • Track referral sources so that you can invest in the channels that drive the most revenue   
  • Access reporting for consultation fee revenue and forecasted pipeline value 
  • Visualize data with charts and graphs so you can make decisions easily

Power Your Marketing with CRM Data

Easily generate contact reports in your law firm CRM to segment client groups for emailing, notifications, or even personal messages on birthdays and special occasions. Sync your MyCase lead database with your Mailchimp account for effortless email campaigns.

  • Create robust contact reports 
  • Communicate with targeted audience segments
  • Integrate with MailChimp to make email marketing easier