Legal-specific CRM tools built for modern law firms.
CosmoLex CRM is intuitive, legal CRM (Client Relationship Management) software that is designed to help you grow your profits by tracking prospective clients and keeping your current clients engaged and returning for services.
CosmoLex CRM is built to enhance your daily use of CosmoLex practice management software, and gives you the additional tools you need to grow your law firm and maintain strong client relationships.
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- Legal CRM
- Marketing Automation
- Client Intake
Client Relationship Management Software for Lawyers
Build with the Right Tools
Building a successful law firm starts by building strong client relationships. Having the right legal CRM tools in place is critical. Standard practice management software is not designed with lead management or client interactions in mind and generic CRM tools are simply not built for the way law firms work.
Streamline Client Follow-ups
Stop wasting staff and prospective client time playing "phone tag." Instead, send a digital message -- email or text -- directly to your leads after you miss a call or email.
CosmoLex CRM can immediately send personalized, follow-up messages via email or text to your contacts. This means prospects feel like you're engaging directly with them and are less likely to look elsewhere just because you were unable to pick up the phone.
Text & Video Messaging
Where are all of your clients? On their phones! So meet them where they are at. CosmoLex CRM enables you to send text and video messages to every client and prospect. Now, even small firms can send personalized messages from a dedicated call-back number and your contacts can respond.
Our easy-to-use legal CRM interface even lets you send e-signature requests via text message to clients and prospects. CosmoLex CRM makes modern messaging easy for your entire staff, big or small.
Modern Marketing Automation
Automated Workflows & Reporting
Create a more efficient and effective marketing process by using automated workflows. From lead to successful client, you'll be able to track the progress of every contact at a glance. View reports of your productivity, case metrics, and new sign-ups in a single tool with CosmoLex CRM.
Email Drip Campaigns
Be your clients' first choice for legal services by staying top-of-mind. With CosmoLex CRM, you can establish automated email drip campaigns that send personalized messages directly to multiple contacts. Keep your leads warm with customizable emails and guide them on the journey to becoming happy, returning clients.
Text Messaging Campaigns
Nearly 98% of all text messages sent by law firms to their clients and prospects are read. Everybody is on their phones. If you want to get in front of prospective clients, make sure you're where everybody is at by sending automated text messages.
Text messaging automation is built directly into CosmoLex CRM. This allows your staff to build text messages from your computers and send them directly to multiple contacts.
Improve Your Legal Client Intake Process
Eliminate Wasted Time on Data Entry
CosmoLex CRM handles tedious client entry data entry tasks automatically so your staff can focus on billable work and client priorities. Save money and time by letting your legal CRM software manage your data entry.
Customized Online Forms
Build intuitive and mobile-friendly client intake forms for your prospects. CosmoLex CRM forms fit your law firm's needs with customizable branding and field properties. It's easy to build custom intake forms for every practice area or case type to ensure you're gathering the right information from clients every time.
One-Click Electronic Signature
Simplify your signature process with CosmoLex CRM. Utilize your legal CRM software to send documents and signature requests directly to clients. Streamlining the process for your staff and clients means you'll never have to waste time hunting down clients for a signature again, and signed documents are securely stored and sorted for easy recordkeeping.
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Legal CRM Software FAQs
What is legal CRM software?
CRM stands for client relationship management or customer relationship management software. The best law firm CRM tools will drive your firm's growth by fostering better relationships with leads, new clients, and existing clients.
Client relationships are the center of your practice, and a law firm CRM solution is one of the most crucial tools at your law firm’s disposal. It functions as a centralized database that tracks information about clients & prospects, making mundane yet significant administrative tasks much easier to handle, including:
- Client intake
- Client communications
- Contact management
- Document management
- Lead management & tracking
- Scheduling & follow-up
- Revenue tracking
The legal CRM software market is growing, but there are few that integrate as seamlessly into your practice management software as CosmoLex CRM. Your contact management, client intake, and digital marketing automation tools are all fine-tuned to serve the unique needs of law firms better than any other CRM available.
Why do I need a CRM Solution?
The day of the Rolodex and spreadsheet is over. Law firms and their clients are busy and there are a lot of moving parts when it comes to maintaining a professional relationship. Lawyers need a complete legal CRM solution that can help do everything from the heavy lifting of growing a small law firm to handling building relationships with clients at larger firms.
When implemented well, law firm CRM software can help you nurture your client relationships while reducing the amount of administrative work that goes into relationship management.
The best law firm CRM software gives you the ability to: Manage clients as they move through your sales pipeline & Provide an efficient & personalized onboarding experience.
In addition, CosmoLex CRM includes marketing automation & analytics tools to help your firm bring in more qualified leads, better assess your client intake workflows, and evaluate your marketing spend. CosmoLex CRM can help your law firm grow at every stage of business.
Who’s going to be using the legal CRM tool at my law practice?
Your CRM software can potentially be used by almost any team member, from attorneys to administrative staff to marketing & finance departments. That’s because a CRM system performs many valuable functions for your firm—and each of those functions is designed to help team members do their jobs more efficiently & effectively.
Paralegals: A law firm CRM helps paralegals schedule appointments, manage documents, and send files for e-signatures more efficiently & with less hassle.
Attorneys: Your law firm’s attorneys can use your CRM to track the status of prospects throughout the sales pipeline, build client intake forms with custom fields that identify more promising, qualified leads, and assign tasks to other attorneys & staff members.
Marketing: Whether you handle marketing in-house or work with a marketing firm, you’ll want to make sure that all of your marketing efforts are effective. The reporting & analytics tools included in your CRM can help you identify target prospect audiences & practice areas — and understand your marketing ROI for each. Digital marketing automation tools allow increased touches with prospective clients through automated drip email campaigns to nurture your leads effectively.
Partners and Firm Owners: Run “business intelligence“ reports to gather revenue insights & make data-driven decisions about growing your firm profitably.
What are the most important features to look for in a CRM?
CRM platforms come with a lot of features, but which ones are going to change the way your law practice does business? And which ones are going to be a waste of time?
The first thing you need to consider is how user-friendly the CRM platform is. Is the interface & user experience intuitive? Can you accomplish your tasks within one to two clicks? A legal CRM software that promises advanced features won’t do your firm any good if all the features are buried beneath complicated workflows or require a steep learning curve.
The best law firm CRMs can also be customized to your law practice, your practice areas, your clients, and what your attorneys need to be successful. This varies from firm to firm but can include things like tailoring intake forms to practice areas, automated response messages & timelines, drip campaigns for your digital marketing, and many other things.
How will a legal CRM impact my client intake?
A legal client intake process that runs smoothly benefits your entire law firm, from retaining more qualified leads to reducing training time & workloads for your intake team.
Using legal-specific CRM software to support the process gives you a smoother intake workflow that keeps prospects engaged & your staff productive.
One of the top client intake software features that CosmoLex CRM provides is “intelligent intake” custom forms.
Unlike generic intake forms, which require potential clients to fill out dozens of fields (that may not even be necessary), CosmoLex CRM intelligent intake forms are customizable & logic-based. CosmoLex CRM intake forms smoothly guide prospective clients through the process based on previous responses on the current form or other forms in the CRM.
Our intelligent intake forms can also be structured to qualify/disqualify new leads automatically, saving your intake team time & allowing less experienced team members to handle client intake—and because CosmoLex CRM intelligent intake forms are fully optimized for all devices & platforms, they can be accessed & completed from anywhere on your mobile phone or tablet. Document automation also supports law firms throughout the intake process. Manual data entry is a significant drain on your intake team’s time. Our law firm CRM includes robust automation tools to help you quickly generate custom intake forms.
The document management capabilities of CosmoLex CRM also allow users to populate the fields in common forms with information from other completed contact & intake forms already in the system. This feature not only saves time but also eliminates the risk of errors from manual data entry.
Time is of the essence during intake, and any step that slows down a client from signing can derail everything. This makes a one-click e-signature feature invaluable, saving you & your law firm the time & hassle of chasing down signatures by making the process as “frictionless” as possible.
With CosmoLex CRM you may also send e-signatures by text, reducing the chances of signature requests getting lost in your prospects’ inboxes.
How can I use automated marketing tools at my law firm?
Marketing is critical for law firms, but it’s also a task that can take up a lot of time – time that smaller firms don’t have. Unless your law firm has dedicated marketing professionals on staff, it can be hard to marshal the hours to do more than the bare minimum marketing.
With automated marketing tools as part of your legal CRM, small law firms can save significant time & significantly increase the impact of their marketing.
CosmoLex CRM supports automated email marketing “drip campaigns”, which keep potential clients engaged & your legal practice top-of-mind. Law firms can also send automated text-message marketing campaigns & pre-recorded voice calls from a user-friendly call-back number your leads & clients can actually respond to.
Worried that automated marketing campaigns might come across as impersonal (especially from smaller firms)? CosmoLex CRM email marketing tools make it easy to automatically personalize your messages with information from your law firm’s contact & client intake forms. With CosmoLex CRM, “automated” does NOT mean “impersonal”.
