CRM for Law Firms & Legal Services
Streamline client intake, case tracking, and communications for law firms of all sizes
Trusted by legal businesses to automate customer engagement, streamline operations, and drive growth.
Challenges in Legal
These common pain points hold legal businesses back from growing. SMBcrm was built to solve them.
Slow Client Intake Process
Lengthy paper forms and manual data entry slow down your intake process. Potential clients move on to firms that respond faster.
Missed Follow-Ups on Leads
Legal leads are expensive. When intake staff forgets to follow up, you lose high-value cases to competitors who respond first.
Client Communication Tracking
Without a central system, conversations happen in personal email, texts, and voicemails -- making it impossible to track client communication history.
How SMBcrm Solves It
Purpose-built tools for legal businesses to automate, engage, and grow.
Digital Client Intake Forms
Replace paper with mobile-friendly intake forms that capture case details and feed directly into your CRM pipeline.
Automated Follow-Up Sequences
Instantly respond to new inquiries and nurture leads with automated email and text sequences until they retain your firm.
Secure Document Sharing
Share and collect documents securely with clients through your CRM, keeping everything organized in one place.
Appointment Scheduling
Let potential clients book consultations online with automated confirmations and reminders to reduce no-shows.
Case Pipeline Management
Track cases from initial inquiry through resolution with customizable pipeline stages built for legal workflows.
Measurable Impact for Legal
Reduction in client intake time
Of client follow-ups tracked and automated
Built for Legal Businesses
SMBcrm works for a wide range of legal businesses, from solo practitioners to multi-location organizations.
Ready to modernize your law firm?
Start your 14-day free trial and see how SMBcrm can help your legal business capture more leads, automate communications, and grow revenue.
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