Best Legal CRM Software with a Free Trial
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Compare the Top Legal CRM Software with a Free Trial as of March 2026
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What is Legal CRM Software with a Free Trial?
Legal CRM software, also known as law practice CRM or law firm CRM software, provides customer relationship management (CRM) software designed for law firms and legal practices. Legal CRM software provides standard CRM features, but also offers specialized features for law firms such as client intake, marketing automation, email marketing, electronic signature, and integration with law practice management and legal billing software. Compare and read user reviews of the best Legal CRM software with a Free Trial currently available using the table below. This list is updated regularly.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.Starting Price: $24/month -
2
Tabs3
Tabs3 Software
Tabs3 Software by ProfitSolv offers a reliable, easy-to-use, seamlessly integrated suite of products that help small to midsized law firms become more organized and productive. Flexible solutions include legal billing, practice management, accounting, payment processing, CRM, and website services. Tabs3 products are designed with security and advanced performance in mind and are trusted by tens of thousands of legal professionals who use them daily. Choose from Tabs3 Cloud, hosted, and on-premises server options. All include outstanding US-based support. Schedule a personal demo to explore how Tabs3 can empower your team. Learn more at Tabs3.com.Starting Price: $40/user/month -
3
8am
8am
8am™ MyCase is a leading legal practice management solution designed for small and midsize law firms. Built specifically for legal workflows, MyCase brings case management, client communication, billing, payments, and legal accounting together in one unified system. Firms can manage matters, track time, automate tasks, communicate securely with clients, and gain real-time visibility into firm financial performance. With integrated payments powered by LawPay and built-in trust accounting tools, MyCase helps firms streamline operations, improve client experiences, and make more informed business decisions. MyCase is part of 8am, the professional business platform that brings together LawPay, CasePeer, and DocketWise to help firms run a more efficient and profitable practice. -
4
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.Starting Price: $30.00/month/user -
5
Smokeball
Smokeball
Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.Starting Price: $29 per user / month -
6
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
7
Clio
Themis Solutions
Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.Starting Price: $39.00/month/user -
8
Close
Close
Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.Starting Price: $49.00/month -
9
eimmigration by Cerenade
Cerenade
eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 12,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.Starting Price: $55 per user per month -
10
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
11
8am MyCase
8am
8am™ MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.Starting Price: $39.00/month/user -
12
Salesmate
Salesmate
Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.Starting Price: $12/month/user -
13
Law Ruler
ProfitSolv
Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.Starting Price: $89/user/month -
14
Actionstep
Actionstep Software
Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.Starting Price: $49/month/user -
15
Creatio
Creatio
Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons. Creatio is recognized as a Leader and Strong Performer in Gartner and Forrester reports and earned outstanding peer-to-peer reviews. Creatio is headquartered in Boston, MA, with 850 employees in ten offices across 25 countries. It has long-lasting relationships with thousands of customers and over 500 partners worldwide.Starting Price: $25 per user per month -
16
AbacusLaw
Abacus Data Systems
AbacusLaw understands very well that the legal or accounting landscape is rapidly and consistently changing, which makes it difficult for firms to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.Starting Price: $87.00/month/user -
17
CARET Legal
CARET Legal
CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. -
18
PracticePanther Law Practice Software
PracticePanther Legal Software
Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.Starting Price: $49.00/month/user -
19
LawGro
LawGro
MagicTime automatically captures every billable minute accurately. Don’t under report the time spent anymore. File your timesheet in just a few clicks. Use the time saved to focus on more billable work. Improve your collection rate with transparent & verifiable client reporting during billing. Our AI learns from the way you work and keeps getting better every day. In few weeks, you spend almost no time in filing your timesheet. No one including firm admins have access to your data. Highly secure environment to handle all your sensitive and non-sensitive data. Automatically captures every billable minute accurately in the background. Categorizes and tags all captured activities to right client & matter automatically using AI. Automatically files time entries to your legal practice management app like Clio in just a click.Starting Price: $34 per user per month -
20
LeadTrac
National Data Systems
If your current software solution is not optimized to allow you to easily manage your data, financial transactions and client communication, let's talk! Your business works with data. Optimize how it's managed. Enjoy the flexibility of having customized field sets to organize data and streamline intake, enrollments, and sales with LeadTrac™. Utilize powerful, configurable workflows by department to keep employees, tasks and client relationships on track.Starting Price: $39.95 per user per month -
21
8am DocketWise
8am
8am™ DocketWise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".Starting Price: $50 per month -
22
Curo365
Curo365
Residing on the Microsoft Dynamics platform makes Curo365 a “best-in-class” Enterprise Practice Management solution. Curo365 goes beyond traditional legal practice management by unifying features normally found only through the implementation of multiple disjointed technologies. Curo365 enables law firms to leverage Microsoft’s identity-driven security to provide a convenient and secure environment for all of a law firm’s files, communications, and other data, and comprehensive, intelligent protection against advanced attacks. Microsoft spends $1 billion each year to protect its cloud infrastructure, which is where Curo365 data is stored and replicated for redundancy and disaster recovery. Curo365 enables law firms to leverage the Microsoft Office 365 Productivity Suite (including Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow process automation, PowerPoint and more) to allow its attorneys and staff to work from anywhere, from any device.Starting Price: $16 per user per month -
23
Legal Office
Legal Office
Legal Office is modular legal software where you decide which features you want to use. It has all the features your law firm needs, with case management, timesheet, quotes, accounting, invoices, billing, payments, purchases, expenses, email management, documents, calendar, tasks, contacts, website, Live Chat, Blogs, CRM, Customer Portal, Collaboration, Video Conferencing, Human Resources and more in a single app. Add new features as your office grows.Starting Price: $5 per month -
24
RunSensible
RunSensible
Organize your client information, market your services and products, manage your sales team and stay connected to your customers. Make your business customer-centric and keep customer loyalty rates high. As we continue to improve and expand our sales and marketing platform, we look toward a future where RunSensible can serve numerous small businesses and startups in all their tasks. We are also taking strides in presenting industry-specific solutions based on the main application, making it more efficient for lawyers, photographers, and other businesses.Starting Price: $29 per user per month -
25
CosmoLex
ProfitSolv
CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.Starting Price: $119/month/user -
26
Lawcus
Lawcus
Empower your team with best in class case management software that provides everything, including contacts management, advanced reporting, document management, crm, client intake, billing, and trust accounting. From robust billing and trust accounting to managing cases, Lawcus simplifies your entire process. Convert more leads into clients using our intake forms, eSignatures, text messaging, and document automation. Say goodbye to your busy-ness by automating consistent and repeatable processes with our workflows. Lawcus gives you a kanban style bird's-eye view to quickly see all your matters and instantly know what needs your attention. Collaborate with your team with matter-centric conversations. Keep all your team and client communications in one place. Organize and delegate tasks, establish deadlines, add sub-tasks, keep track of work in progress, and get it done faster.Starting Price: $34 per user per month -
27
Matterly
Matterly
A user-friendly platform to help save your firm significant amounts of time during the creation of necessary records. Define who from the organization is related to a matter and their role. Assignee rates for all matters can be specified. Integrate with Proof, Click2Mail, and others for certified mail and finding document delivery services. In today’s legal world there are more moving parts than ever. Many attorneys get in over their heads simply due to imperfect office workflow. With Matterly you can quickly have a time tracker set up, intake process enabled, onboarding instructions implemented, and then create and manage matters all while assigning specific tasks to specific individuals. All of this can be set up and monitored seamlessly in the office or on the go! Matterly is a CRM system like no other! Users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce.
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