The best CRM software for law firms isn’t always the most expensive.

It all depends on what you want to do.

Let’s say you have lists all over the place. 

No CRM for law firms is going to solve your headache.

You’ll find a simple spreadsheet is the best bet in this situation, like Microsoft Excel.

Why?

Because if you have a contact in five different lawyer’s list, you now have the one contact displayed once, but with five lawyers listed as knowing that contact. Maybe the list are from excel, LinkedIn, event lists, Outlook contacts etc.

Having one version of the truth is a huge step forward.

You’ll have to do this step before you have any CRM system anyway.