Legal CRM Software

Legal-specific CRM tools built for modern law firms.

CosmoLex CRM is intuitive Legal 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 law practice management software and gives you the additional features you need to grow your law firm and maintain strong communication with clients.

To learn more about CosmoLex's cloud-based CRM, schedule a demo now...

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Client Relationship Management Tools for Lawyers

Build with the Right Tools

Building a successful law firm starts by building stronger client relationships. Having the right legal CRM built-in tools is critical. Standard practice management software is not designed with lead management or client acquisitions in mind and generic CRM tools are simply not built for the way the legal field works.

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 immediate customer service measure 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 your clients? On their phones! So, meet them where they are at. CosmoLex CRM communication tools enable you to send text and video messages to every client and prospective client for a more streamlined client experience. Now, even small firms can send personalized messages and reminders to clients from a dedicated call-back number and your contacts can respond.

Our easy-to-use legal CRM interface even lets you send eSignature requests via text message to clients and prospects. CosmoLex CRM makes modern messaging easy for your entire staff, big or small.

Legal CRM Automation
Recognized by Industry Leaders
Leader Spring 2023
Users Love Us 2023

Reasons Law Firms Choose CosmoLex

Built-in Legal Accounting

CosmoLex offers truly comprehensive legal billing software with fully compliant law office accounting. No support from outside integrations or additional vendors required. After all, why use multiple software platforms to do the work of one powerful CRM solution? CosmoLex’s multifaceted capabilities make it a true solution for both large and small law firms.

Credit Card Processing Included,
No Fixed Monthly Fees

Is your firm at the mercy of traditional credit card processors and their fees? When you partner with CosmoLexPay, credit card challenges are a thing of the past. Get the security and convenience of online invoicing and retainer payments at a simple, low cost. It’s better for you, and better for your clients.

Customer Support is Always Free

At CosmoLex, we believe you have a right to get help when you need it—no strings attached. That’s why all support, training, and onboarding are provided by our in-house team. There's never an extra charge and we’re always here to help. You don’t have to be a technology whiz to take advantage of all our innovative tools and features, but we’re here if you have questions

Legal CRM Software FAQs

What Our Clients Are Saying

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All-inclusive Practice Management, Legal Billing, and Accounting. No QuickBooks® Required!
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