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Top Rated CRM Software with Filevine

Last updated: September 2026

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7 software options

Lead Docket logo

Cloud-based lead management software for law firms

Lead Docket is a cloud-based lead tracking software designed to help law firms manage leads, referrals, tasks, contacts, and more on a centralized platform to improve overall conversion rates. Managers can send automated emails and text messages with images to prospects.

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Lawmatics logo

The #1 growth platform for law firms.

Lawmatics is the leading growth platform for law firms featuring legal client intake, CRM, marketing automation, and performance analytics. With Lawmatics, law firms win more business, impress clients, and are more efficient.

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Law Ruler Software logo

Legal Practice Management & Intake Software - Powered by AI

Law Ruler is the case management software platform for growing firms. The one complete legal software that offers matter management, time/billing, expense mgmt, online forms, settlement tracking, 1-click text e-sign, and automates follow-up emails & text messages

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Intaker logo

Cloud-based AI intake & lead management for law firms

Intaker is a cloud-based AI client intake and lead management platform for law firms and service businesses, automating capture.

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Shape logo

Cloud-based CRM, sales & marketing automation software

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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SurePoint logo

Modern legal management system for mid-sized law firms

SurePoint® empowers law firms to maximize financial performance and profitability with streamlined workflows and market-leading accounting capabilities.

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ClaireAI logo

Cloud-based AI receptionist for law firms

ClaireAI is a cloud-based AI receptionist for U.S.

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