Streamline everything from consultation to settlement with Maxo for law firms.
Legally, no two cases are the same. With our CRM for law firms, we help you handle sensitive information throughout your processes without wasting a single second or resource.
Build trust and manage cases with ease.
Create engaging relationships from day one by centralising customer information and tracking every touch point from start to finish.
Set up cases in your pipeline and assign them to clients, emails, appointments, notes and everything involved. Collaborate effectively within your firm, streamline your activities, and maximise your revenue with Maxo.
This CRM for lawyers helps you gain the trust of your clients to build valuable, long-term relationships.
Join 330,000 users already growing with efficy's platform
What is CRM for law firms?
Customer relationship management (CRM) software enables law firms to manage business development activities, including client acquisition, case scheduling and tracking, revenue control, and confidential document storage. Essentially, legal CRM software handles the prospecting process to convert new leads into long-term clients.
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"Thanks to the advantages of efficy's platform, we can now recruit our new lawyers and trainees while maintaining the same number of assistants."
Allocate your resources wisely — no more lost cases.
Time is your firm's most precious asset. Find key messages and relevant case data effortlessly with Maxo, and keep your clients up to date.
Our CRM for law firms allows you to keep track of potential and existing cases while handling repetitive tasks. Build customised reports of all your case data and act based on facts and insights.
With Maxo, you'll free up hours of valuable time so you can stay ahead of the curve and ready to meet all your clients' needs.
Store sensitive information in a safe space.
Organise all types of legal reports and access the information you need, when you need it, from one secure place.
With Maxo, you can ensure data privacy compliance with role-based access controls.
Our CRM for law firms helps you keep track of all changes and additions made to each of your cases, so you can keep your clients' highly sensitive and confidential information safe.
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"The new system will enable everyone who is in contact with a client to have a 360° view of them."
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"All our contracts, claims and policy holder documents are in efficy's platform. It is very easy to find information"
Frequently Asked Questions about CRM for Law Firms
What is a CRM for law firms?
A CRM for law firms is a client relationship management system tailored to legal professionals. It centralizes client data, case history, and communications to streamline operations and improve service delivery.
How does a CRM for law firms differ from traditional CRM software?
Unlike generic CRMs, legal CRMs support case tracking, billing, compliance, and document management. They’re built to handle sensitive data and integrate with legal practice tools and ERP systems.
What are the key features of a CRM for law firms?
Core features include contact and case management, GDPR-compliant data hosting, billing integration, marketing automation, and customizable workflows. Seamless ERP and third-party integrations are essential.
👉 Discover Maxo's features.
Is a CRM for law firms suitable for small legal practices?
Yes. Scalable CRM solutions adapt to firms of all sizes, offering intuitive interfaces and modular features that grow with your business. Even solo practitioners benefit from centralized client data and automation.
👉 Discover our customer testimonials.
How does AI enhance CRM for law firms?
AI-powered CRMs automate routine tasks, improve lead scoring, and surface actionable insights. Legal teams can personalize outreach, predict client needs, and optimize workflows with minimal manual input.
👉 Discover our AI functionality for CRM and our AI Assistant.
What are the benefits of using a GDPR-compliant CRM hosted in Europe?
European-hosted CRMs ensure full data sovereignty and compliance with GDPR. This protects sensitive legal data, builds client trust, and reduces regulatory risk for law firms operating in the EU.
👉 Discover our page dedicated to GDPR.
How long does CRM implementation take for law firms?
Implementation timelines vary, but expert-led deployment minimizes risk. With guided onboarding and tailored configuration, law firms can be fully operational within weeks, not months.
What does CRM for law firms typically cost?
Pricing depends on features, users, and integrations. Modular CRMs offer flexible plans to match firm size and needs. For tailored pricing, visit our pricing page.
👉 Explore our plans for detailed options.