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.
Each law firm will come to its CRM search with unique priorities, but some functionalities should be non-negotiable. Whichever legal CRM software you choose should include at least these essential features:
Additionally, law firms should carefully consider whether a CRM will sufficiently integrate with their current tech stack. For example, if data from a legal CRM has to be manually input into practice management software, law firms may want to focus on options that don’t create information silos or create extra work.
When evaluating new CRM software for legal firms, involving relevant stakeholders is essential. This includes partners, associates, paralegals, marketing professionals, and more.
Their input should inform the selection process, ensuring the chosen system meets the firm’s needs. By understanding the exact ways different departments might need to use the software, you can make an informed decision.
Getting feedback from stakeholders also facilitates adoption. When staff have a say in what tools are used, they’re more likely to embrace them. This eases the transition and increases staff engagement and satisfaction.
Implement a comprehensive, consistent training program to ensure all your firm’s employees benefit from whichever CRM software you end up landing on.
When you switch, begin with an orientation session that covers the fundamentals of the software, focusing on how they can streamline their daily tasks. Provide hands-on training that uses real-world scenarios to make sure employees can apply what they learn in practice.
If your firm is large enough and has enough employees, you may want to have separate training sessions tailored to different job roles, focusing on the functionalities of the CRM tool that are relevant to each group. For instance, you may have different training sessions for paralegals, attorneys, marketing professionals, and partners and firm owners, among other key roles.
Once the initial stage of training is complete, move to the ongoing training and assistance stage.
Offering easy-to-access online tutorials and training documentation can help address any technical difficulties that arise. You can also plan to assess employees’ understanding with interactive sessions on a regular basis, such as every six months or annually, depending on what works for your firm.
It’s easy to integrate CosmoLex CRM into your larger CosmoLex practice management workflows. That’s because it’s designed to work within the CosmoLex software ecosystem, which includes:
The functionalities above mean that CosmoLex allows your firm to streamline and automate all your most tedious tasks, leaving more time to focus on providing top-notch legal services to your clients.
Keep up with the latest technological developments in the world of legal software and choose a tool that’ll make client relationship management a breeze.
Schedule a one-on-one demo or start your ten-day free trial of CosmoLex today.
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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.