Legal CRM Software for Law Firms
Legal CRM Software That Turns Inquiries Into Clients
Capture every lead, automate follow-up, and turn prospects into clients within a single platform that manages your documents, billing, and trust accounting. RunSensible provides your firm with a legal CRM that doesn’t require an additional subscription, login, or integration.
What is legal CRM software?
Legal client relationship management (CRM) software assists law firms in managing the business aspects of client relationships: capturing leads, tracking each prospect’s status, scheduling consultations, following up promptly, and converting potential clients into retained clients. Unlike a generic sales CRM, a legal CRM is structured around the actual operations of law firms: intake forms, conflict-sensitive contact records, consultations, retainers, and matters, rather than generic “deals.”
Many legal CRMs only manage records up to the signed retainer, but RunSensible goes beyond that. As part of an all-in-one legal practice management platform, it allows you to track the same record from the lead stage through to becoming a client, matter, invoice, and payment. Additionally, the entire communication history is preserved at every step of the process.
manage pipeline
Automate Follow-ups
Matter Management
Missed follow-ups are missed revenue
Prospective clients rarely wait for a response. When an inquiry remains unanswered in an inbox, a consultation is not confirmed, or a follow-up gets lost in a spreadsheet, that potential client will contact the next firm on the list. For small firms that do not have a dedicated intake team, these gaps often go unnoticed: no one tracks how many leads have come in this month, where they originated, or where each one stalled in the process.
A legal CRM bridges gaps by centralizing leads, conversations, and automating necessary follow-ups for your team.
One platform from first inquiry to final invoice
Most firms are advised to purchase two separate systems: a CRM for managing leads and intake, and a practice management system for handling matters and billing, and then keep them synchronized. RunSensible takes a different approach. Client relationship management is integrated directly into the platform, so as soon as a lead signs up, all their information is automatically available in your matter, documents, and billing sections.
| Generic CRM | Standalone Legal CRM | RunSensible | |
|---|---|---|---|
| Built for legal workflows (leads, consultations, retainers, matters) | No | Yes | Yes |
| Lead capture and pipeline tracking | Yes | Yes | Yes |
| Converts a lead directly into a matter | No | Via integration | Yes |
| Documents, e-signature, billing, payments, trust accounting | No | Require another software | Built in |
| Separate subscription to maintain | Yes | Yes | No |
Capture every lead, from every channel
Prospects reach your firm through your website, phone calls, referrals, and social media. RunSensible brings them all into one Leads section automatically:
- Website intake forms. Embed custom intake forms on your site — every submission creates a new lead in RunSensible, with the client’s answers attached to their record.
- Social media leads. Sync leads from Facebook so campaign inquiries flow into the same pipeline.
- Manual and imported leads. Add referrals in seconds, or import existing lead lists so nothing gets left behind in a spreadsheet.
See your entire pipeline at a glance
Every lead moves through a visual board — from new inquiry to consultation
to retained client — so you always know who needs attention next.
Every lead moves through a visual board — from new inquiry to consultation to retained client — so you always know who needs attention next.
- Custom lead stages that match how your firm actually qualifies prospective clients.
- Custom tags and filters to organize prospects, current clients, and referral sources, and find any contact in seconds.
- Quick Intake to convert a qualified lead into a client and open a new matter in a few clicks — no re-typing, no copy-paste between systems.
- Lead exports and reporting to review your pipeline and make decisions with real numbers instead of guesses.
Automate follow-ups, consultations, and reminders
The fastest firm usually wins the client. RunSensible keeps your firm responsive without adding administrative work:
- Automated email follow-ups using unlimited templates and scheduled, timed delivery — nurture every prospect consistently, even during your busiest weeks. Learn more about workflow and email automation.
- Online appointment booking that lets prospective clients schedule their own consultations, synced to your calendar through legal appointment booking software.
- Automatic appointment reminders by email and text that cut down on consultation no-shows.
- Intake checklists and task templates so every prospective client gets the same professional experience, whoever handles the file.
Convert prospects with documents, e-signature, and retainers
When a prospect is ready to hire you, friction kills momentum. RunSensible removes it:
- Generate retainer agreements and engagement letters from templates, auto-filled with the information the client already provided on their intake form.
- Collect signatures electronically with built-in legal e-signatures — no printing, scanning, or third-party e-sign subscription.
- Request payments during intake, so consultation fees or retainers are collected through online payments before work begins — and recorded properly, including in trust accounting when required.
Keep relationships strong after the retainer is signed
Client relationship management doesn’t end at intake. Because RunSensible is an all-in-one platform, the same system supports the whole relationship:
- Every email, text, call note, appointment, document, and invoice stays attached to the client and their matters.
- Automated updates and reminders keep clients informed without extra phone tag.
- A well-served client becomes your best marketing: repeat matters, positive reviews, and referrals.
