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For law firms, relationships are everything

Our legal CRM software helps you manage and cultivate leads and retain your existing clients, too. It’s integrated and data-driven to help you generate meaningful metrics that guide your practice.
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“The CRM allows for better management and tracking of leads to see what advertising is paying off and where clients come from. It also allows to know what our conversation rate of inquiries to clients is much faster and better. Allows for follow up with leads that have not contacted us back to see if there is anything we can do to help land them.”

Kristopher Immel
Roderick, Linton, Belfance LLP

Track and manage your prospective clients

Legal client relationship management software lets you automatically track where your leads and referrals are coming from, so you can identify high-value leads that much easier. Plus, you can organize your leads by source, practice area and potential revenue.
Form builder in CARET Legal
CRM analytics in CARET Legal

Streamline and save time

Our legal CRM software integrates with your firm’s intake forms and retainer agreements so you can onboard clients that much faster. Streamline leads that come directly from your law firm website contact forms by having them automatically entered into CARET Legal’s CRM. You can also convert leads to a matter in CARET Legal with a single click.

Lawyers rely on legal CRMs for greater insights to get more clients

Law firm client management software is the best way to get insights into your business and retain more clients. Here’s a look at some of the the robust functionality that you’ll find with CARET Legal’s CRM:
  • A lead is automatically created in the CRM once a form is filled out on your website
  • Securely share intake forms with leads
  • Use CARET Legal’s document automation software to generate retainer agreements and other common documents
  • Built-in email management lets you efficiently communicate with prospects
  • Convert leads to a matter with a single click
  • View a lead pipeline by status, practice area and source
  • View conversions and pipeline value
  • View leads based on status
  • Filter leads by status, primary client, created date, referral source and more
  • Generate reports

Manage contacts and cases from prospect to intake with legal client relationship management software

Enhance trust with a CRM

Keeping track of critical contact details helps you deliver a more personalized experience that will exceed your clients’ expectations.

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Manage client relationships with ease

CRMs strengthen client loyalty and help firms achieve sustainable growth.

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Further reading

Ready to take your firm further with a modern, cloud-based platform with 24/7 support?

Get started with a free trial, or schedule a demo to see how our legal practice management software helps you work smarter and maximize revenue.

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