Powerful legal CRM software

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).

Track and manage client relationships with MyCase legal CRM software.
MyCase lead management feature: lead insights

Add lead forms to your firm’s website

Embed online lead forms into your website so prospective clients can easily connect with you. Submitted data flows directly into MyCase, eliminating data entry and organizing your leads in a kanban view for easy visual tracking.

There’s no limit to the number of lead forms you can create. Create specific forms for each of your practice areas, or forms specific to each of your marketing channels to better track marketing ROI.

Stay on top of your prospect pipeline

Gain complete visibility and keep track of each prospective client from anywhere on one platform.  With MyCase’s CRM for lawyers, 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

Benson Varghese from Varghese Summersett PLLC
MyCase lead management feature: pipeline management
MyCase lead management feature: pipeline activity
Track your law firm’s lead status with MyCase

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. Our CRM for law firms will allow you to find insights for all of your prospects, leading to more growth for your firm.

  • 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
Increase client leads over time with MyCase
MyCase lead management feature: lead insights

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 
Sync legal client relationship management software with your Mailchimp account.
Generate contact reports in your law firm CRM to segment client groups.

Legal CRM FAQs

What is legal CRM software?

Legal CRM software helps small law firms streamline various tasks. In particular, legal CRM makes it easier for firms to do the following:

  • Collect intake information via intake forms
  • Organize lead information
  • Sign retainer agreements
  • Schedule consultations and appointment reminders
  • Assign and manage tasks to team members
  • Centralize client communications via email and text

Overall, legal CRM software can help you build and enhance relationships with clients effortlessly with automation that improves client intake and communication. With law firm CRM tools, you can save time on client intake management and onboarding to stay on top of your pipeline and gain visibility into your legal analytics.

How can MyCase’s CRM for law firms improve my business?

Our law firm CRM allows you to generate and track leads and customize pipeline stages to match your process. By identifying qualified leads, you can boost your firm’s bottom line and onboard clients who are well-aligned with the services your firm has to offer. 

Once signed up, our CRM software can help your firm assign tasks, set reminders, and create appointments seamlessly. In addition, you can improve your customer relationship management process by using features like built-in text messaging to stay in touch and get real-time updates. 

Legal CRM software reduces bottlenecks during the follow-up process to help you turn more prospects into paying clients. Additionally, you can track everything from first to last contact in a centralized location and organize clients based on the pipeline stage.

Have other law firms experienced increased success with CRM software?

CRM software for law firms can streamline internal and external processes and client communication. MyCase’s CRM for lawyers helps more than 16,000 law firms nationwide reach stability and financial security by setting up successful processes, improving their operations through automation, and reducing errors. Additionally, we’ve helped them build relationships with clients while making data-driven business decisions with real-time legal analytics and reports. 

Legal CRM also integrates with marketing tools, such as email marketing software, to help segment groups for emailing, notifications, and personal messages to make marketing easier and more efficient for busy lawyers.

How is using a CRM software better than manual tracking?

Manual tracking is time-consuming and could cost your law firm money. Using spreadsheets or tracking email conversations means using inefficient manual data entry prone to human error and mistakes. With CRM software, all your client communications, leads, and important client information is centralized in one location to help you convert prospects into clients. Rather than relying on manual entry, shared and accurate data can be populated across deliverables such as invoices, documents, and contacts to ensure consistency through the intake process and beyond. 

With MyCase CRM, you can review past conversations to ensure you understand a prospect’s needs and can convince them why you’re the right law firm for their legal needs. Meanwhile, you can review progress to identify bottlenecks in your onboarding process to help prospects move through your pipeline more efficiently. 

CRM for lawyers makes tracking customer engagement and prospects easier throughout the pipeline. With MyCase legal CRM, you can track a lead from prospect to client and manage leads as they progress through the pipeline while customizing experiences to match your unique intake process. Additionally, you can use built-in text messaging to communicate with prospective clients, send reminders, and follow up with clients.

How difficult is it to integrate a new CRM into my law firm?

MyCase offers an easy-to-use platform for law firms of all sizes. You can easily integrate a new legal CRM with your website and marketing tools, including Mailchimp, for enhanced marketing campaigns. Additionally, you can include a CRM for attorneys in your web design to enhance the overall user experience and easily track form submissions and prospect contact information.