CRM for Lawyers: Track Cases. Automate Intake. Never Miss a Deadline.

You're a busy lawyer. You have cases to win. Clients to meet. Deadlines to hit.

You don't have time to manually track follow-ups.

But here's the problem: Slow intake loses clients. If you don't respond within 24 hours, they hire someone else.

A CRM for lawyers fixes this. Here's what you need.

Legal-Specific vs. Generic CRM

You have two options. Know the difference.

The Verdict (Read This First)

If you're a solo or small firm (1-5 attorneys): Start with HubSpot free CRM. Use it for intake and follow-up. Upgrade when you need legal-specific features.

If you have 5+ attorneys or specialized practice areas (PI, family law, estate planning): Buy Lawmatics.

Option 1: HubSpot Free (For Solos & Small Firms)

HubSpot won't track statute of limitations. But it will do everything else.

What you get for $0:

• Unlimited contacts (clients + prospects)

• Deal pipeline (intake → consultation → retained → closed)

• Email tracking (know when prospects open your emails)

• Meeting scheduler (they book time with you)

• Task reminders (call client back by Friday)

• Mobile app (check your pipeline from court)

What you don't get: Statute alerts, client portal, document automation.

👉 [Start HubSpot Free CRM – For Law Firms]

Option 2: Lawmatics (For Growing & Specialized Firms)

Lawmatics was built by lawyers for lawyers.

What makes it different:

1. Intake automation
Prospects fill out a web form. The CRM calculates their fee. It sends a retainer agreement. They e-sign. All automatic.

2. Statute of limitations tracking
Enter the incident date. Lawmatics calculates the filing deadline. It alerts you 90 days, 60 days, 30 days, 7 days, and 1 day before.

3. Client portal
Clients log in. They see case updates. They upload documents. They sign forms. You answer fewer "what's the status?" calls.

4. Time tracking
Log billable hours from within the CRM. Auto-populate your billing software.

Price: $149/month for unlimited users.

👉 [Request Lawmatics Demo]

Your Intake Automation (Takes 1 Hour)

Whether you choose HubSpot or Lawmatics, set this up:

Step 1: Create a web intake form (name, phone, email, case type)

Step 2: Connect it to your CRM

Step 3: Set up automated email: "Thanks for contacting our firm. Here's what happens next."

Step 4: Add a calendar link for free consultation

Step 5: Create a task for your paralegal: "Call prospect within 24 hours"

Step 6: If no response after 3 days, send automated text: "Still interested?"

Test it. It works.

The Cost of Slow Intake

Let's do the math.

Each personal injury case is worth $20,000 - $100,000 in fees.

If you lose 1 case per month because you responded too slowly:

Lost revenue: $20,000+ per month.
Cost of CRM: $0 (HubSpot) or $149 (Lawmatics).

The CRM pays for itself with ONE case.

Your Action Plan

Today: Sign up for HubSpot free. Create your intake form. Takes 20 minutes.

Tomorrow: Connect your calendar. Send your first automated follow-up.

Next week: If you need statute tracking, book a Lawmatics demo.