Six Essential Features in Your Legal CRM (and How to Use Them)

What’s Inside?

While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal. Look for these six features when choosing a legal CRM—and put them to work for your law firm.

  • Automated email and text marketing
  • One-click e-signature
  • Text and video messaging
  • Dashboard analytics
  • Marketing task management
  • Software support

Meet CosmoLex’s built-in legal CRM

CosmoLex CRM is an intuitive, legal-specific CRM designed to help you grow your profits by tracking prospective clients and keeping your current clients engaged and coming back for services. Sign up for a demo of CosmoLex today or start a free trial of CosmoLex today.

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What Happy CosmoLex Users Are Saying...


There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton | On Point Legal, Louisiana


We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.

Andrea C. Kryszak | Kryszak & Associates, Co., LPA


Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.

Andy Patzig | Patzig Law

See how CosmoLex can improve your law practice!