Law Firm CRM &
Intake Management.
Score leads, manage your intake pipeline, run automated conflict checks, and track referral sources — all built into your practice management platform.
Everything You Need to Convert Leads
From first contact to signed retainer — one system manages the entire intake process.
Automatically score incoming leads based on configurable criteria: case type, injury severity, liability strength, referral source, and urgency. Prioritize the leads most likely to convert.
Track leads through configurable intake stages — from initial contact to signed retainer. Visual pipeline shows exactly where every prospect stands and what action is needed next.
Automated conflict checks run against your entire client and case history when new leads enter the pipeline. ABA conflict-of-interest rules compliant. No manual cross-referencing.
Track which referral sources generate the most leads, the highest conversion rates, and the best case outcomes. Know exactly where your leads come from.
Customizable intake forms that capture case details, contact information, and preliminary case assessment. Data flows directly into the case record when a lead converts.
One-click conversion from lead to active case. All intake data, documents, and communications transfer automatically — no re-entering information.
Why Your CRM Should Live Inside Your Practice Management
When a lead converts to a client, all their intake data, documents, and communications flow directly into the case record. No manual re-entry, no lost information.
Standalone CRMs can't check conflicts against your case history because they don't have access to it. An integrated CRM checks every new lead against every client and matter automatically.
Clio charges extra for Grow on top of Manage (a paid add-on). Lawmatics charges separately as a standalone. Legience includes CRM in every plan from $99/month — alongside 13 other modules.
Track the full client lifecycle — from lead to case to settlement to invoicing — in one system. No switching between tools to understand a client's complete history.
Legience CRM vs. Standalone Tools
Why pay extra for a CRM when it should be part of your platform?
| Feature | Legience | Clio Grow | Lawmatics | Law Ruler |
|---|---|---|---|---|
| Monthly cost (per user) | Included ($99-249) | Paid add-on | Paid base subscription | Custom pricing |
| Case management included | Yes (14 modules) | No (needs Manage) | No (CRM only) | No (CRM only) |
| AI legal research | Yes (LegiSearch) | No | No | No |
| AI document drafting | Yes (LegiDraft) | No | No | No |
| Conflict checking | Automated (ABA compliant) | Basic | No | No |
| E-signatures | Included | Paid add-on | No | No |
| Client portal | Included | Separate product | No | No |
| Referral source tracking | Yes | Basic | Yes | Yes |
| Lead scoring | Yes | Yes | Yes | Yes |
Frequently Asked Questions
Common questions about law firm CRM and intake management.
Stop Losing Leads to Disconnected Tools
Request early access — no credit card required. Full CRM, conflict checking, and all 14 platform modules.