Tools tagged with "Legal Crm Intake"

CallRail integrates with legal CRM platforms like Law Ruler to automatically create new leads in the CRM when callers dial tracked phone numbers, enabling seamless lead capture and call tracking for law firms.

Neos is a cloud-based legal case management software developed by Assembly Software that combines PDF editing, OCR search, automated intake, and workflow automation to help law firms save time and increase productivity.

GrowPath (rebranding to Jove as of January 2026) is a specialized legal CRM and case management software built for personal injury law firms, providing intake optimization and advanced case management.

Vinesign is an eSignature solution for legal professionals, while LawConnect is a free AI-powered legal assistant platform. Vinesign offers mobile-ready document signing with SMS text messaging; LawConnect provides AI legal guidance and will creation services.

Lawmatics is a comprehensive CRM and intake management tool designed for legal practices that handles the full client journey from first contact through matter management with customizable forms, automated workflows, and integrations.

Clio Manage is the industry's leading cloud-based legal practice management software that helps law firms manage cases, billing, client communications, and firm operations in one integrated platform powered by AI.

Litify is a comprehensive legal software platform built on Salesforce that combines CRM, case management, time & billing, and intake into one customizable enterprise law firm management and growth platform.

Legal practice management software that helps law firms manage cases, billing, time tracking, and client relationships in one integrated platform.

Gavel.io (formerly Documate) is a no-code document automation platform allowing users to create templates and forms to speed up document creation.

Lexicata was the most popular legal client intake and client relationship management solution before being acquired by Clio in late 2018.

Intaker is a legal intake and client communication platform that empowers law firms to capture leads from multiple channels, respond instantly, and streamline client onboarding.

Captorra is a comprehensive software solution designed to streamline client intake and legal case management processes for law firms specializing in personal injury, mass tort, bankruptcy, criminal defense, and immigration.

Smokeball is the first and only cloud-based legal practice management software that automatically records time and activity for users working in the software, Word, and Outlook.

Filevine is legal case management software customized to meet the needs of law firms of any size, from solo practitioners to large enterprises.

CASEpeer is cloud-based law practice management software designed specifically for personal injury lawyers, featuring high-volume intake management and settlement tracking.

PracticePanther is the highest-rated, easiest-to-use all-in-one legal practice management software designed for solo, small, and mid-sized law firms.

MyCase is the industry-leading legal practice management platform from 8am, founded in 2010 by a practicing attorney and a team of technologists.

Lawcus is a cloud-based software that streamlines legal practice management, CRM and client intake, offering a comprehensive solution combining case management, client relationship management, and no-code automation.

Lawmatics is a powerful CRM and intake management tool designed for legal practices, combining client intake, marketing automation, and data reporting into an agentic AI platform.

Clio Grow is a cloud-based client intake and legal client relationship management software that helps small firms efficiently manage new clients and maintain strong relationships.