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CRM for lawyers

CRM for lawyers: win cases, not paperwork

NetHunt CRM for lawyers organizes client and case management, simplifies billing, and improves team collaboration. Keep client data secure in a centralized database, track case progress, meet deadlines, and automate workflows. More billable hours, less admin work.

Businesses grow x5 with NetHunt CRM

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CRM for lawyers - NetHunt CRM

Why do businesses need a
legal CRM?

Without a law firm CRM…

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    Drowning in client data & case files? Lost emails, scattered notes, and missing documents won’t help you win the case, right?

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    Always racing against deadlines? Without workflow automation, keeping up with client meetings, contract reviews, and case deadlines is stressful — and easy to miss.

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    Inconsistent client communication Manual client follow-ups lead to delays, miscommunication, and frustrated clients who expect timely updates.

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    Chaotic task management Without a clear system, managing client intake process and tasks across attorneys, paralegals, and staff leads to confusion and missed responsibilities.

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    Billing confusion & disputes Manually tracking billable hours and expenses results in low revenue, client disputes, delayed payments, and the loss of high-value clients.

With a law firm CRM…

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    All client & case details in one place Store client information, all emails, chats, case notes, and documents in one secure CRM record.

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    Never miss any interaction or task Automated client follow-ups and appointment reminders ensure all document requests and case updates happen on time.

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    Automated follow-ups & client updates Send timely case updates, appointment reminders, and follow-ups without lifting a finger.

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    Stay organized & in sync With a law firm CRM, assign tasks, track progress, and keep everyone on the same page with real-time updates in one centralized platform.

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    Accurate billing & timely invoicing Automatically log billable hours, generate invoices, and calculate fees for transparent, dispute-free billing and spotless document management.

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Why is NetHunt CRM the
best CRM for law firms?

NetHunt CRM automates client communications, case tracking, and task management — so you can focus on winning cases and manage leads with ease.

Lead capture & Client intake

Automate your lead capture and client intake from multiple channels

Why should law firms care?

Stop wasting time on non-billable tasks like manual data entry and missed inquiries from potential clients. Up to 60 % of law firms don’t respond to client inquiries. You don’t want to leave your prospective clients behind, right? Also, poor automation of the client intake process leads to inaccurate client information and takes away time from your meaningful, billable work.

By automating your lead capture from websites, social media, messengers, and phone calls with the best CRM software for law firms, you capture more business leads, save and organize their data in one secure place, and have higher chances to build strong client relationships eventually. And when you let a CRM for attorneys further automate your client intake process, you have all the vital case-related data and client details from the very beginning and can ultimately win the case.

Even small law firms can easily get started with legal CRM systems like NetHunt. Its user-friendly interface simplifies the entire intake process with legal-specific features that fully automate your lead acquisition process and help convert more potential clients into new ones.

Stop losing clients to disorganized intake processes and slow responses. NetHunt law firm CRM ensures you capture, track, and follow up on every inquiry — without extra admin work.

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    Automatically capture leads from your website, social media, messengers, and phone calls. No manual data entry here.

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    Create custom client intake process forms tailored to your firm’s needs.

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    Organize and segment leads, new & existing clients, and partners for better case prioritization.

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    Sync the client intake process with case management to ensure a seamless transition from lead to active case.

Lead capture & Client intake
Clients & Case data organization

Keep all client and case details
in one secure place

Why should law firms care?

Managing client information and case data across emails, spreadsheets, and handwritten notes isn’t just inconvenient — it’s a liability. Without a legal CRM software, law firms struggle with scattered records, buried emails, and missing case notes, making it difficult to stay organized and provide consistent and personalized client experience. Missed follow-ups and delays frustrate firm’s existing clients and eventually jeopardize strong client relationships.

NetHunt CRM for law firms centralizes all client and case data in one secure platform, helping you streamline client communications and document management. Every email, document, and case note is instantly accessible, ensuring legal professionals always have the full context they need. With communication and case management streamlined, firms can respond faster, enhance client relationships, offer top client experience, and focus on winning cases.

Centralize client communications and keep every client interaction in a single record — no scattered files, no missing details. NetHunt CRM automatically logs and links all key case touchpoints, ensuring attorneys and legal teams have full context to manage client relationships at every stage of representation.

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    Emails, chats, and call logs

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    Case-related documents

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    Opposing and involved parties

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    Case notes and attorney comments

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    Related tasks and deadlines, professional contacts, billing data, etc

More on contacts management
Clients & Case data organization
Advanced case management

Move cases through your pipeline with confidence

Why should law firms care?

CRM software for legal services ensures your case management doesn’t become a mess.

63 % of attorneys claim that case management attorney CRM software is among their top legal technology tools used in daily work. Why? Because without a CRM software for lawyers, law firms struggle to stay organized and keep the track of case progression, and ultimately lose revenue. Plus, with manual data entry, you lose valuable hours that might be spent on billable work.

With no legal CRM software, your teams forget to follow up with clients, miss deadlines and appointments, and lose valuable documents. But manual data entry, forgotten client scheduling, and missed follow-ups can cost you more than just time. All in all, they damage client satisfaction, slow business operations, and prevent repeat business. See? That’s why you need a good CRM system for law firm operations.

For example, a client requests an update, but without automated reminders, their email gets buried. Unfortunately, such things lead to low client satisfaction and lost revenue, and you don't want your firm to earn a bad reputation, right?

What makes NetHunt the best CRM for law firms is its innate ability to organize and automate the entire case management process from the initial client consultation to case resolution.

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    Auto-assign new cases based on practice area or availability.

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    Build case pipelines with case type, complexity, expected resolution date, etc.

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    Link case-related documents and reports directly to clients.

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    Move cases through the pipeline automatically based on case progress or predefined conditions.

More about pipeline management
Advanced case management
Legal process automation

Automate repetitive tasks & focus on legal work with CRM for attorneys

Why should law firms care?

Legal professionals juggle client intake, case updates, document requests, and follow-ups — but handling them manually wastes billable hours and increases the risk of missed deadlines. Without a legal CRM solution, law firms rely on spreadsheets, reminders, and staff to keep things moving. However, all this leads to poor client retention and costs law firm owners more business.

NetHunt law firm CRM software fully automates routine legal tasks. From capturing potential clients to tracking case progression, NetHunt’s automated workflows handle repetitive work like client scheduling so attorneys can focus on offering top-notch legal services.

Plus, legal CRM systems like NetHunt have vast integration capabilities to connect with tools you already use, so there’s no need to rebuild your workflow from scratch.

With NetHunt CRM, law firms minimize admin work, reduce delays, and ensure that no case detail is ever overlooked.

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    Automate client intake & lead distribution for prompt replies.

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    Trigger reminders for case deadlines, document submissions, etc.

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    Move cases through the pipeline based on completed tasks or approvals.

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    Automatically hand off tasks to the next team member.

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    Set automated alerts for filing deadlines, contract renewals, etc.

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    Schedule follow-ups and client updates to ensure consistent communication.

More about automation
Legal process automation
Team collaboration

Keep your legal team aligned & efficient

Why should law firms care?

You want your teams to be aligned in the legal industry because legal work isn’t a solo act. But to make that happen, you need to stop manually assigning tasks and chasing updates across multiple platforms to avoid miscommunication and delays. And, obviously, such an approach doesn’t enhance productivity or efficiency in the overall client management.

The good news is that law firm CRM software brings everything under one roof — tasks, deadlines, client records, and communication as a part of the lead management. With automated task assignment and an ability to work in customizable workspaces that a CRM for law firm offers, teams can streamline clients communications while working on a go, stay organized, and never miss an important case update, allowing law firms to work smarter, not harder.

NetHunt CRM system for law firms ensures every team member stays informed and aligned on every case. With shared case records, task management, and internal notes, collaboration becomes effortless.

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    Maintain a single source of truth with all client data in one place.

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    Assign and track tasks with clear deadlines to ensure accountability.

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    Tag colleagues on client records when their input or action is required.

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    Add notes and comments to cases so everyone stays updated and aligned.

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    Set up internal approval workflows.

More on team collaboration
Team collaboration
Reporting & Analytics

Measure and improve your law firm performance

Why should law firms care?

Without the best law firm CRM software, it’s hard to measure success, track case progress, or identify inefficiencies in your customer relationship management. Attorneys and managers in law firms often rely on gut feelings instead of data, making it difficult to optimize workload distribution, revenue tracking, lead acquisition, and client management strategies.

The best CRM for lawyers helps you find out what is working and what isn’t. It helps you analyze the case progress, optimize team performance and revenue tracking, and enhance client relationships with ease and accuracy. Additionally, firms can evaluate marketing efforts and create strategies that attract retained clients over time.

NetHunt CRM provides real-time insights into case progress, attorney performance, and client engagement. Custom dashboards allow law firms to visualize data, monitor key metrics, and make informed business decisions.

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    Analyze lead sources and client acquisition trends.

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    Track revenue from closed cases and filter by attorney, case type, or practice area.

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    Understand which professional contacts and referral management efforts lead to conversions.

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    Monitor individual and team progress toward revenue.

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    Identify which channels attract new clients and generate more clients over time.

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    Assess client value — determine if your firm relies on many small clients or a few high-value ones.

More about NetHunt CRM reporting
Reporting & Analytics

Why NetHunt CRM for legal firms?

Momentum Leader 2024 High Performer 2024 Small Business Leader - Americas 2024
Gmail integration with NetHunt CRM

Works inside Gmail

Manage leads, cases, and tasks directly from your Gmail inbox — no need to switch between apps.

NetHunt CRM - Customizable to your firm’s

Customizable to your firm’s needs

Tweak any CRM object to fit your existing systems and workflows. Modify fields, pipeline stages, views, and automations to match your unique processes.

NetHunt CRM - ultra-customization

Easy to use and intuitive

Set up in minutes — sync your email, invite your team, and start managing cases without complicated training.

Multi-channel hub - NetHunt CRM

Automates legal workflows

Automate client intake, case tracking, task assignments, follow-ups, and communication to save time and keep cases moving.

Multi-channel hub - NetHunt CRM

Who can benefit from NetHunt best legal software in your company?

NetHunt CRM is designed to support every aspect of legal operations, helping law firms stay organized, automate workflows, win more clients, and enhance productivity.

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Legal teams

NetHunt legal practice CRM system helps law firms manage client relationships with custom client intake forms, automated task assignment, case tracking, and secure document storage. Attorneys can access all client interactions in the Timeline, link tasks and notes to case records, and ensure no detail is overlooked.

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Paralegals

Similar to legal teams, paralegals can benefit from a single cloud-based CRM like NetHunt to organize case files and documents in one secure place. Teams can easily access all the information they need, from research notes to drafted documents, and collaborate more effectively with attorneys.

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Business development & Client intake teams

As the best law office CRM software, NetHunt CRM automates lead generation and client intake, capturing inquiries from multiple sources like websites, social media, and referrals. Teams can segment and nurture prospective clients, run marketing automation campaigns, and track leads effectively. This helps firms bring in more high-value clients over time and stay ahead of other law firms.

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Finance & Billing teams

Teams can automatically calculate fees, commissions, and the firm revenue with NetHunt law office CRM software. They can also track payments, manage expenses, and generate financial reports with the built-in CRM’s features, which replicate accounting software capabilities.Your accounting department can quickly retrieve billing history and generate invoices — all within one intuitive platform.

Integrations with tools you already use and love

NetHunt CRM for law firms connects all your tools, serving as the hub for your legal operations.

See all integrations
Gmail logo Gmail Google Workspace logo Google Workspace Apollo logo Apollo Facebook logo Facebook WhatsApp logo WhatsApp Instagram logo Instagram Slack logo Slack Zapier logo Zapier Hunter logo Hunter Intercom logo Intercom
See all integrations
Blog highlights

Read more

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Questions you may have

FAQ

What is CRM for law firms, and why do I need it?

CRM for law firms or legal CRM is a customer relationship management software with legal-specific features designed to help law firms automate their operations. Legal client relationship management software for law firms helps you organize, store, and manage client & case data; effortlessly onboard clients, create client intake forms, track case progress, and automate repetitive legal tasks.

A CRM for the legal industry is often a cloud-based CRM, which means all you need is an internet connection to access the system and stay productive anytime, anywhere.

With the best legal CRM software, law firms can:

  • Ensures better relationships with both existing clients and prospective clients
  • Automate lead management and effortlessly track leads
  • Evaluate and improve marketing efforts
  • Onboard and retain new clients
  • Compete more successfully with other law firms — win more cases without worrying about non-billable tasks

Is NetHunt the best small law firm software for managing clients and cases?

NetHunt is the best law software for firms of all sizes because it's intuitive, ultra-customizable, has a user-friendly interface, and doesn't require a tech team to set up. It’s designed to help both medium-sized and small law firms manage client intake, cases, and follow-ups without overwhelming resources. Plus, it scales with your practice so you don’t need to buy another legal practice CRM for legal firms in the long run.

Is NetHunt CRM a sales and marketing software for lawyers?

Yes, NetHunt is a legal client relationship management software for lawyers that helps law firms attract, engage, and retain clients with the help of a robust marketing automation suite. With NetHunt cloud based legal practice CRM for legal firms, you can automatically capture leads from social media, and messengers, segment your leads, and nurture them with personalized email campaigns. And yes, you can track which strategies lead to more new clients meanwhile.

Why do law firms need cloud-based legal client relationship management software for legal firms?

A cloud-based legal client relationship management software for law firms ensures secure, centralized access to client data, case files, and communications from anywhere. It optimizes your client intake, helps you onboard clients faster, automates follow-ups, and enhances collaboration across legal firm teams. It also supports business development functions, allowing law firms to visualize data in real time, make smarter decisions, and adapt quickly as they grow.

What should you look for in a law office CRM?

CRM solutions for lawyers should offer automated case and client management, multi-channel lead capture and nurturing, automated billing, and robust integration capabilities. Plus, a CRM software for lawyers should be intuitive and easy to set up so you can start using it from day one.

What is the best CRM for lawyers?

The best legal CRM solutions should give firm owners complete visibility into operations and business development functions and should be tailored to the specifics needs of the legal businesses. This means optimized client intake, automated case tracking, document storage, and features that support client engagement. Also, look for free trials. Some current CRM market solutions like Zoho CRM even offer free plans for up to 3 users. Anyway, regardless of the solution, look for the level of customization because even a non-legal-specific solution can do a great job if it’s ultra-customizable.

How is NetHunt the best CRM software for law firms?

With NetHunt CRM for lawyers, it’s easy for legal teams to manage retained clients and convert new clients through integrated communication and task management tools.

Apart from omnichannel communication, NetHunt CRM for lawyers offers the following benefits:

  • Deep integration with Gmail and Google Workspace (you can work right from your inbox);
  • Robust management of existing/new clients and cases (centralized data, ultra-customizable tags, folders, pipelines, and other elements);
  • Fully automated workflows (lead distribution, task assignments, and internal notifications based on case progress);
  • Unified collaboration log & internal team collaboration (every email, chat, and call can be automatically linked to the client's record, while @mentions, shared databases, and shared calendars optimize teamwork);
  • Reporting and analytics (performance tracking; visual dashboards).

Win Cases, Not Paperwork – Get Started with NetHunt CRM

Automate client intake, case management, and billing with the best legal CRM software, so you can focus on law, not admin work.

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