| Overview |
A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years. |
A CRM and marketing automation platform built specifically for law firms to manage intake, nurture leads, and automate client communication. |
| Pricing |
Subscription ($30-$50/user/month) |
Subscription (Custom pricing) |
| Key Features |
- Contact management
- Opportunity tracking
- Marketing automation
- Custom dashboards
- Mobile access
- Integration
- emarketing
- Calendar management
|
- Legal CRM
- Client intake
- Marketing automation
- E-signatures
- Document automation
- Pipeline management
- Reporting
- Email campaigns
|
| Pros |
- Long track record
- On-premise option
- Good for small businesses
- Established user base
|
- Purpose-built for law firms
- Good intake automation
- Marketing tools
- E-signatures
|
| Cons |
- Interface feels dated
- Limited modern integrations
- Marketing features are basic
- Mobile app is limited
|
- Legal-only market
- Expensive
- Limited general CRM features
- Newer platform
|
