Legal CRM Software: Grow, Manage, and Track Your Leads
Boost your lead volume: Add custom, dynamic lead forms to your website, making it easy for prospective clients to reach out at any time.
Keep your lead pipeline organized: Use the MyCase leads dashboard to smoothly track each lead’s journey from prospect to client.
Gain valuable insights: Leverage built-in tracking and reporting to see which referral sources are driving the most revenue, so you can focus your efforts where they count.
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Automate client intake
Track time & send invoices
10-day free trial. No credit card required.
Client Intake Forms
Send customizable online intake forms to new clients.
Client Intake Forms
eSignature
Let clients sign, initial, and date documents electronically. Automate reminders.
eSignature
Calendaring
Combine all your appointments, meetings, and events into one central calendar. Get text reminders.
Calendaring
Document Management
Generate documents for client cases. Auto-populate with client details. Track all documents in one place.
Document Management
Time Entry and Expense Tracking
Track time and expenses across client projects. Get time tracking reminders for common tasks.
Time Entry and Expense Tracking
Built-In Text Messaging
Get unlimited texts for communication with leads and clients. Dedicated number. Auto-reminders.
Built-In Text Messaging
Client Portal
Let clients access their case updates, invoicing, and more, through an online portal.
Client Portal
Billing & Invoicing
Automatically create invoices from tracked time. Track time for multiple billing rates.
Billing & Invoicing
LawPay Payments
Accept debit, credit, and eCheck payments. Set up payment plans. Scheduled and recurring payments.
LawPay Payments
Add customizable lead forms to your firm’s website
Use our legal CRM to embed lead forms onto 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
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
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
MyCase and LawPay together have totally revolutionized the way we practice law.
Molly Bagshaw / Associate Attorney, Hochglaube & DeBorde
We process hundreds of new prospects every single month. There’s no way we’d be able to tackle that volume in a timely manner without MyCase and how organized it is.
Vi Nanthaveth / Nanthaveth & Associates, PLLC
MyCase is a joy to use, helps you keep an eye on the progress of your cases, communicate easily and securely with clients, and, most importantly, let’s me spend more time with my passion – practicing law.
Janaan Hashim / Amal Law Group, LLC
Because of MyCase, I have never been this busy. At the same time, I’ve never had things this under control.
Aaron Feldman / Feldman Law Group
MyCase helps me stay organized and on top of my busy practice no matter where I am.
Emily Amara Gordon / Amara Immigration Law, LLC
We would have to adopt four or five other platforms to replace MyCase. There’s no way we could have scaled a criminal defense firm to 10 people working towards a common goal if we didn’t have MyCase.
Benson Varghese / Managing Partner, Varghese Summersett PLLC