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.
Convenience is king in the modern era, and the right features on your law firm’s website can elevate the client experience. The following client convenience features provide tangible benefits that make interacting with your law firm as seamless and stress-free as possible.
First up are client intake forms. These forms integrate directly into your website to offer a streamlined, user-friendly way for potential clients to provide their information.
The information from these forms seamlessly flows into your client relationship management (CRM) platform, within your practice management system. This helps law firms:
The inclusion of “Pay Invoice” buttons on your website is a game-changer for the payment process. It allows your clients to easily pay their invoices directly through your website instead of going to a separate platform or their inbox.
And they have several payment options, including:
Talk about convenience!
And the best part? It integrates directly with your billing and accounting software. This means that payments are automatically recorded and reconciled in your system, which removes the burden from your administrative team at the end of the day or month and improves financial accuracy.
Providing secure client portals on your website revolutionizes how clients interact with your firm. These portals provide a safe and private platform for clients to access:
…at any time, any place, and anywhere.
These portals integrate with your practice management system. Any updates or documents uploaded by either your team or your client automatically sync and become available in both the portal and your internal system.
Additionally, they ensure client confidentiality and data security by keeping all sensitive information in one secure location.
Creating, managing, and constantly updating a legal website is time-consuming and often demands resources many law firms just don’t have—be it time, know-how, or desire.
This is where done-for-you (DFY) legal website services like CosmoLex Websites come into play. They offer a hands-off, turnkey solution that builds your online presence and seamlessly integrates with your practice management system.
These websites focus on creating a clean, modern aesthetic that’s as functional as it is visually appealing. Your site will look great—and work well—on all devices, including:
High-quality, licensed stock photos give your website a polished, professional look that aligns with top-tier legal firms. Moreover, the simple and clear navigation allows visitors to find exactly what they need without hassle.
The power of well-crafted content on a law firm’s website can’t be overstated. This content helps you highlight your expertise in legal matters and keep your site fresh and engaging for both search engines and visitors.
Visibility is key to a successful website, and search engine optimization (SEO) is the solution that keeps your website from drowning among the competition.
With DFY websites, your entire site is fine-tuned to rank high in local search results so that your firm is more visible to potential clients in your area.
This optimization is an ongoing process aligned with best practices to continuously elevate your website’s search engine ranking. That way, when someone needs legal services in your area, your firm is one of the first ones they find.
If you’re looking for a comprehensive turnkey website that easily integrates with your practice management system, CosmoLex Websites offers legal-specific and bespoke DFY website services that can transform how you operate, connect with clients, and grow your law firm.
From intuitive client intake forms and seamless payment options to robust security measures and ongoing SEO optimization, our solution aligns with every aspect of your practice management system.
Schedule a demo today to see how CosmoLex Websites can help you build a more efficient, client-focused, and future-ready legal practice.
CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.
©2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.
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.