CRM & Marketing Automation Software for Law Firms

We can help your firm's customer relationship management in both strategy and technical implementation.

What Features To Look For in a CRM

There are many options when it comes to choosing a customer relationship management platform. From free to enterprise, the features and functionality widely vary between different systems so it is key to first understand how your law firm will use this technology. From there, you can evaluate what features are required.

Functionality

You get out what you put in to CRM platforms so select one that is easy enough for a variety of skill levels to use.

Support

When things aren't going right, who do you contact, how do you reach them, and how long does it take?

Customization

While many firms can leverage templates or out of the box functionality, most will require some level of customization.

Integration

Create effeciencies within your firm and tech stack by using platforms that have API integrations with each other.

Audiences

Knowing who to contact, when to reach out, and what to share is key in your communication strategy.

Attribution

The ability to assign your contacts to campaigns and engagement allows you to report on your marketing ROI.

Automation

From emails to tasks, automations enable businesses to efficiently nurture and engage contacts.

User Management

Access levels and pricing are two critical considerations when evaluating CRM platforms.

Preferred Partners Used by Our Own Law Firms

Lawmatics

Lawmatics is the #1 Attorney-Client Relationship Management Platform, offering an end-to-end solution that provides law firms with client intake, CRM, and marketing automation, fully customizable campaigns, and powerful industry-specific app integrations. With Lawmatics, law firms win more business, impress clients, and are more efficient.

As an agency partner, Cardinal Concepts can provide Launch and Earn™ Lawmatics accounts that are pre-built and ready to be plugged into your law firm. Automations, stages, reporting, and much more, we’ve already done the work so you don’t have to.

Clio

Clio is a cloud-based legal software that streamlines law firm operations, providing tools for case management, billing, client communication, and document management. It offers secure, centralized access to essential information, enabling legal professionals to work efficiently from anywhere. Clio integrates with various applications, enhancing productivity and improving client service.

As an agency partner, Cardinal Concepts can provide consulting on account set up, optimizations, integrations, and workflow.

Need Assistance Setting Up or Managing Your Law Firm's CRM?

We have experience with many CRM platforms and can consult, contribute, or manage to take the burden off of you.