TLDR (Summary)
The best CRM software for lawyers is Plutio ($19/month).
Legal practices need CRM that tracks complete client relationships across referral sources, matters, billing, and communications. Plutio connects client records to matter management, invoicing, and portals.
Legal practices using relationship management increase client through better service and proactive relationship management.
For additional strategies, read our client onboarding guide.
What is CRM software for lawyers?
CRM software for lawyers is software that handles client relationships and history, tracks status, sends automated notifications, and connects crm directly to matters.
The distinction matters: basic tools handle one function in isolation, while lawyers-focused CRM software combines multiple functions while connecting to project management, clients communication, and workflow automation.
What lawyers CRM software actually does
Core functions include creating branded templates with your logo and colors, setting up recurring workflows for retainer clients, converting tracked work into billable items, handling different matters types, sending automated reminders at intervals you choose, and providing clients with a branded portal. Advanced platforms add workflow automation where completed steps automatically trigger the next action.
Standalone crm vs integrated platforms
standalone applications like a CRM, Client-focused software, client management software handle crm as an isolated function. You enter client details manually, create items from scratch, and track status in a separate system from your matters. Integrated platforms like Plutio connect crm with proposals, contracts, projects, time tracking, and clients communication. When you finish a matter, Plutio already knows the scope, the tracked hours, and the client's history.
What makes lawyers crm different
Lawyers face unique scenarios that generic CRM software struggles with: retainer clients; project-based work; one-off engagements; and matters scope that can shift mid-engagement. Without crm that connects to matters status, the process becomes disconnected from the work itself.
Lawyers matters also range dramatically in value. A small matter and a large one both need crm, but the structure, schedule, and follow-up sequence differ completely. CRM software built for lawyers handles these variations through templates rather than manual setup each time.
When crm connects to projects, contracts, and time tracking, the manual copying between apps disappears. Changes update everywhere automatically, and crm reflects what actually happened instead of what you remember to enter.
Why lawyers need CRM software
Lawyers who grow beyond a handful of active clients face a compounding problem: every new client adds admin work that does not scale, and client relationship tracking is where that admin tends to pile up.
Lead tracking, quoting, project management, payment follow-ups, and clients communication multiply with each engagement. Without a system that connects these functions, details fall through cracks, crm tasks accumulate during busy matters phases, and Spending evenings catching up on admin instead of resting or doing legal work.
The scattered client data problem
According to industry research, 36% goes. For lawyers specifically, that means 10-15 hours per week spent on non-billable tasks: scattered client data, missed follow-ups, no client history, and responding to clients questions.
If you bill at $75/hour, those 10 hours of admin represent $750/week of potential billable time. That's over $3,000/month in opportunity cost, not counting the mental energy spent on context switching between legal work and administrative tasks.
The fragmentation problem
Most lawyers stack 4-7 disconnected tools: practice management, document automation, billing systems, and email for client communication. Each tool handles one function, but none share data automatically.
Automated reports create daily friction: logging into multiple platforms to piece together a client's history, copying details from one system to another, manually cross-referencing entries with project scope, and hoping that the terms you quoted match what you're actually delivering. The cognitive overhead adds up, and the risk of errors increases with every manual handoff.
The missed follow-ups epidemic
Missed follow-ups affects nearly every lawyer at some point. According to research, 50-70% late, with average invoices paid 20+ days beyond terms.
The issue compounds because lawyers often work on multiple matters with different schedules. Manual tracking across spreadsheets or disconnected tools leads to missed tasks, forgotten follow-ups, and opportunities left on the table.
The scaling tipping point
Most lawyers hit a threshold around 8-12 active clients where the manual approach breaks down. At this point, you're either spending more time on admin than legal work, or you're dropping balls. Tasks go out late, follow-ups get missed, and you start turning down good work because you can't imagine adding more complexity to an already chaotic system.
Connected CRM software absorbs the admin work that would otherwise scale linearly with each new client. Plutio handles routine crm tasks, tracking, and follow-ups automatically, leaving lawyers to focus on the work that actually generates revenue.
CRM features lawyers need
The essential crm features for lawyers connect client relationships and history with matters delivery, time tracking, and clients communication while handling the unique patterns that legal work requires.
Core crm features
- Custom templates: Add your logo, brand colors, typography, and terms. Create different templates for retainer clients, project-based work, one-off engagements. Set up once and apply with one click.
- Multiple payment methods: Accept credit cards through Stripe (2.9% + $0.30 per transaction), bank transfers via ACH (typically 0.8%), or PayPal. Offering multiple options increases completion speed.
- Automated reminders: Configure reminders before due dates, on due dates, and after. Follow-ups send automatically without you drafting messages or remembering to check status.
- Recurring automation: Schedule recurring tasks for retainer clients that send automatically on set dates. Pair with automation to complete without either party taking action.
- Time-to-billing conversion: Select tracked time entries from matters and convert directly to billable items. No copying hours from a time tracker. The description, duration, and rate pull automatically.
- Expense tracking: Log matters expenses with receipts attached. Add to clients billing at cost or with markup (common practice is 10-15%).
Lawyers-specific features
- Deposit collection: Request upfront payment before work begins. Industry standard is 25-50% deposit. Plutio should connect deposits to final billing automatically.
- Milestone billing: Split matters payment across phases. Each milestone triggers its own action when you mark that phase complete.
- Revision tracking: When scope expands beyond contracted revisions, the billing should reflect additional work. Connect revision logs to billing so extra rounds generate accurate charges.
- Proposal-to-project flow: When a client accepts a proposal, the schedule should generate automatically based on the payment terms defined.
Platform features that multiply value
- White-label branding: Custom domain, logo, colors, and fonts. All clients-facing communications show your brand. clients never see the software vendor's name.
- Unified inbox: All clients messages, matters comments, and notifications arrive in one place. Reply without switching to email. Conversation history stays attached for context.
- Permissions: Control who sees what. Contractors see only their assigned work. clients see their portal, not your internal notes or margins.
- Customizable navigation: Rename menu items to match how you talk about your work. Hide features you don't use to reduce clutter.
- Mobile apps: iOS and Android apps for full functionality on the go. Work from anywhere with the same capabilities as desktop.
- Automations: Create rules that trigger actions without your involvement. Set up once, runs continuously.
The deciding factor for lawyers is integration depth. CRM software that connects with proposals, contracts, projects, time tracking, and clients communication eliminates the duplicate data entry that consumes hours every week.
CRM software pricing for lawyers
CRM software for lawyers typically costs $15-60 per month for separate tools, with the actual cost depending on feature depth, team size, and whether you need additional tools for a complete workflow.
What lawyers typically pay for stacked tools
Most lawyers piece together multiple subscriptions to cover their needs. A typical stack includes:
- CRM software: a CRM (Free-$50+), Client-focused software ($28-48/month), client management software ($19-79/month)
- Project management: General project client management software ($10.99-24.99/month), Legacy collaboration tools ($15/month), note-taking software ($8-15/month)
- Contract signing: e-signature software ($10-25/month), HelloSign ($15-25/month)
- Scheduling: scheduling software ($10-16/month), a scheduling app ($16-45/month)
- clients communication: Often email + Slack ($12.50/month)
Combined, this stack costs $75-200/month before counting the time lost switching between disconnected tools and the cognitive overhead of maintaining separate logins, data, and workflows.
Plutio pricing (January 2026)
- Core: $19/month: Up to 9 active clients, unlimited matters, proposals, contracts, invoicing, time tracking, clients portal, white-label branding, automations, and mobile apps.
- Pro: $49/month: Unlimited clients, 30 team contributors, advanced permissions, priority support, API access, and custom integrations.
Both plans include the full suite of features: proposals, contracts, invoicing, projects, time tracking, scheduling, clients portals, and communication. There are no feature gates that lock crm behind higher tiers.
The ROI calculation for lawyers
If you currently spend $120/month on separate tools and 10 hours/week on admin that could be automated, the math looks like this:
- Tool savings: $120/month to $19/month = $101/month saved
- Time recovered: 10 hours/week at $75/hour = $750/week in potential billable time
- Monthly impact: $101 direct savings + up to $3,000 in recovered billable capacity
Even if you only convert 2 of those 10 hours into actual billable work, that's $600/month in additional revenue, paid for by a $19 subscription.
Hidden costs to consider
- Payment processing fees: Stripe charges 2.9% + $0.30 per transaction. PayPal charges 2.9% + $0.30. Bank transfers via ACH typically cost 0.8%. The CRM software doesn't change these fees, but integrated platforms make it easier to offer multiple payment options.
- Learning curve: Switching tools has a time cost. Budget 2-4 hours for initial setup and 2-3 weeks to reach full comfort.
- Annual vs monthly: Most tools offer 15-20% discount for annual billing. Plutio's annual plan works out to about $15/month.
When comparing CRM software, add up what you currently pay for all the tools you'd replace. If stacked subscriptions exceed $50/month and Spending hours on manual data transfer between apps, brought together platforms typically offer both cost savings and time recovery.
Why Plutio is the best CRM for lawyers
Plutio handles crm as part of a complete platform where proposals, contracts, projects, time tracking, and clients communication work together rather than as separate tools that need manual connection.
Complete workflow integration
When a client accepts your proposal, Plutio can automatically create the project, set up the crm schedule based on milestone payments, and prepare the contract for signing. When they sign, setup tasks generate. When you track time on legal work, those hours attach to the project. When a milestone completes, the action triggers. Every step connects to the next without copying data between systems.
White-label everything
Use your own domain (clients.yourstudio.com instead of plutio.com/yourusername). Upload your logo, set your brand colors and typography. Every client-facing touchpoint shows your brand: proposals, contracts, invoices, portals, emails, receipts. clients never see "Plutio" or any indication you're using third-party software. Brand perception matters for lawyers because professional appearance affects perceived value and justifies premium pricing.
Unified inbox for all clients communication
When a client messages about a matter, responds to a proposal, approves work, or asks about billing, the message appears in one inbox. Reply directly without opening email. The conversation history stays attached to that client's record, so months later when they return, you have full context.
Granular permissions
Control exactly who sees what at the level that makes sense for your business. Contractors see only their assigned work. clients see their portal and documents. Neither sees your internal notes, profit margins, or other clients data.
No-code automations
Create rules that trigger actions without your involvement. Common lawyers automations include: send reminders before due dates, notify you when a client views a proposal, create follow-up tasks when items are overdue, send welcome emails when contracts are signed. Set up once during initial configuration, runs continuously without attention.
Native integrations for lawyers workflows
Connect Stripe and PayPal for payments with no additional configuration. Sync Google Calendar or Outlook for scheduling. Add Zoom links to booked calls automatically. Push financial data to accounting software or Leading bookkeeping tools for accounting. Use Zapier to connect 3,000+ other apps. Plutio handles the core workflow while integrating with specialized tools where deeper functionality is needed.
Everything runs from one app with your branding, your terminology, and your workflow logic. Instead of switching between 5-8 different tools to manage one client, you operate from a single platform designed to handle the complete service business lifecycle.
How to set up CRM in Plutio
Setting up crm in Plutio takes 2-4 hours for initial configuration, then 5-15 minutes per client after your templates, rates, and integrations are in place.
Step 1: Configure default settings (30 mins)
Set your default hourly rate, standard payment terms (Net-15, Net-30), preferred currency, and tax settings. These defaults apply automatically unless overridden for specific clients. Consider setting your deposit requirement (25-50% is standard) and late fee policy (1-1.5% monthly is common).
Step 2: Create templates (1-2 hours)
Build 3-5 templates covering your common matters types. For lawyers, recommended templates include:
- Full matter package: 50% deposit, milestone payments, final on delivery. Includes scope for complete legal work.
- Quick matter: Simpler structure for smaller engagements.
- Monthly retainer: Automatic monthly billing. Specify included scope and how out-of-scope requests are handled.
- Rush matter: Standard templates modified with 25-50% rate increase and expedited timeline.
Step 3: Connect payment processing (20 mins)
Link Stripe and/or PayPal to accept online payments. Both take 2.9% + $0.30 per transaction. Consider offering ACH bank transfer (typically 0.8%) for larger amounts. Test each payment method before using with clients.
Step 4: Set up integrations (30 mins)
Connect your calendar (Google Calendar or Outlook) for scheduling, your accounting software (accounting software or Leading bookkeeping tools) for financial sync. If you have specialized needs, explore Zapier for additional connections.
Step 5: Import existing clients (30 mins)
Upload existing clients data via CSV export from your current system. Plutio maps common fields automatically. For active clients, create their matters records. For historical data, decide how much to migrate vs. archive.
Step 6: Test with one real matter
Run through the complete workflow with an actual client rather than a test account. Create the proposal, convert to matter, track time, generate billing, send it, and confirm receipt. Real interaction reveals friction that test scenarios miss.
Common setup mistakes to avoid
- Over-customizing too early: Start with minimal templates and refine based on actual use rather than imagining every possible scenario upfront.
- Ignoring mobile: Download the mobile apps during setup and test key workflows.
- Skipping automation setup: Reminders and notifications save significant time. Configure these during initial setup.
Build templates for the 80% cases that cover most of your matters. Handle the other 20% by customizing the closest template per situation rather than trying to create templates for every possible scenario.
Client record templates for lawyers
Client record structure captures the information legal practices need across relationship lifecycle.
Essential client record fields
- Contact information: Name, address, phone, email
- Entity type: Individual, business, organization
- Referral source: How they found you
- Practice area: Primary matter type
- Relationship notes: Key background information
Matter association fields
- Active matters: Current engagements
- Closed matters: Historical record
- Total billing: Lifetime relationship value
- Current balance: Outstanding amounts
Communication fields
- Email history: Logged correspondence
- Last contact: Most recent interaction
- Next action: Follow-up needed
Proven methods
- Capture referral source at intake
- Log significant communications
- Update notes after meetings
Complete client records enable informed service. Never meet a returning client as a stranger.
Client portals for lawyers: relationship experience
Client portals extend CRM into client-facing experience with branded access to documents, invoices, and communication.
Portal as relationship interface
Each client relationship includes portal access. Clients experience your practice through professional branded environment.
Document access
Engagement letters, pleadings, deliverables accessible through portals. Clients retrieve documents without requests.
Invoice and payment
Billing accessible and payable through portals. Payment history visible. Outstanding balances clear.
Matter visibility
Appropriate status visibility for client matters. Clients stay informed without status inquiries.
Communication
Messaging through portals centralizes client communication. Complete thread accessible to both parties.
Professional experience
Portal experience signals modern, organized practice. Client confidence in relationship quality.
Portals transform CRM from internal tracking to client service. Relationship management clients can experience.
How to migrate CRM to Plutio
Migration from another CRM software typically takes 3-5 hours of active work spread over a weekend, with the best time to switch being between matters rather than mid-delivery when you have active clients commitments.
Step 1: Export from your current tool
Most CRM software provides CSV export for clients data and document archives. Here's what to export from common tools:
- a CRM: Export clients and matters data from Settings or Reports. Download important documents manually.
- Client-focused software: Export contacts and history from Reports section. Download transaction history for reference.
- client management software: Export clients list and matters data. Use the data export feature for complete records.
Step 2: Build templates in Plutio (2-3 hours)
Use your exported content as reference to create new templates. Start with the matter type you use most frequently. Recreate 2-3 core templates initially rather than trying to migrate every document you've ever created. Focus on forward-looking workflows, not historical archives.
Step 3: Set up integrations (30 mins)
Connect payment processing (Stripe, PayPal), calendar sync (Google Calendar, Outlook), and accounting software (accounting software, Leading bookkeeping tools). Test each integration with a sample transaction to make sure data flows correctly before relying on it for real clients work.
Step 4: Import clients data (30 mins)
Upload your clients CSV to Plutio. Map fields appropriately (name, email, company, phone, address). For active clients with ongoing matters, create their records. For historical clients you may never work with again, consider whether import is necessary.
Step 5: Run parallel for new work
Use Plutio for all new clients engagements while keeping the old system active for matters already in progress. Running parallel avoids the complexity of migrating mid-matter work and gives you time to learn the new system on fresh matters. As active matters on the old system complete, those clients transition to Plutio for future work.
Step 6: Phase out the old tool
Once all active matters on your old system complete (typically 30-60 days), cancel that subscription. Maintain read-only access to historical records if the tool allows, or export final archives before cancellation.
Common migration pitfalls to avoid
- Trying to migrate everything: Focus on active clients and forward-looking workflows. Historical data can remain in archives.
- Switching mid-matter: Finish in-progress work on the old system. Start new clients on Plutio.
- Not testing integrations: Verify payment processing works with a real (small) transaction before relying on it.
- Skipping the learning curve: Use the first 2-3 matters as deliberate learning opportunities.
The investment in migration pays back in time saved on every future matter, proposal, and clients interaction. Plan for a weekend of setup and a few weeks of adjustment, then benefit from simplified workflows going forward.
