Law Firms Need Integrated Software
Law firms typically use 5-8 separate tools for CRM, billing, document management, time tracking, and marketing. That's too many.
Essential Features
- Client management — matter tracking, conflict checks, relationship mapping
- Time tracking & billing — LEDES billing, trust accounting, payment processing
- Document management — templates, version control, e-signatures
- Client portal — secure document sharing and messaging
- Marketing — referral tracking, email campaigns, reputation management
Top Platforms
1. Automo.ai — Best Unified Platform for Mid-Size Firms
Automo combines CRM + billing + marketing:
- Track matters from intake to resolution
- Log billable hours and generate invoices automatically
- Client portal for document sharing and case updates
- Automated marketing for referral nurturing
- $19/user/month replaces 3-4 tools
