Automate and grow your practice with a CRM made for attorneys
- Automated Follow-Ups – Never lose a lead again.
- Intelligent Intake Forms – Qualify clients in minutes.
- Text & Email Drip Campaigns – Stay top-of-mind.
- Seamless Practice Management Integration – Manage everything in one place.
Legal CRM tools built for modern law firms
CosmoLex Legal CRM helps attorneys manage leads, automate client intake, and nurture stronger relationships. All within a secure, integrated legal software platform.
CRM tools to build strong relationships
Generic CRM systems are not designed for legal work. They often lack the intake workflows, case management integrations, and compliance safeguards law firms need.
CosmoLex CRM centralizes client and lead management, giving firms full visibility across every interaction.
- Centralize contact and lead management in one system.
- Track communications and activities across clients, cases, and contacts.
- Manage follow-ups and reminders automatically for better client engagement.
Modern Marketing Automation
Turn website visitors into loyal clients with automated email and text campaigns. CosmoLex CRM streamlines outreach so your firm stays top-of-mind.
- Automate email and SMS follow-ups to convert leads faster.
- Create personalized campaigns using client and form data.
- Send drip emails and reminders directly from your CRM dashboard.
Improve the Intake Journey
CosmoLex CRM makes the client intake process seamless and efficient. Collect information securely, qualify leads quickly, and finalize engagement in one place.
- Build custom online forms to capture client details securely.
- Qualify leads before scheduling consultations.
- Complete intake instantly with one-click eSignature functionality.
CRM tools to build strong relationships
Generic CRM systems are not designed for legal work. They often lack the intake workflows, case management integrations, and compliance safeguards law firms need.
CosmoLex CRM centralizes client and lead management, giving firms full visibility across every interaction.
- Centralize contact and lead management in one system.
- Track communications and activities across clients, cases, and contacts.
- Manage follow-ups and reminders automatically for better client engagement.
Modern Marketing Automation
Turn website visitors into loyal clients with automated email and text campaigns. CosmoLex CRM streamlines outreach so your firm stays top-of-mind.
- Automate email and SMS follow-ups to convert leads faster.
- Create personalized campaigns using client and form data.
- Send drip emails and reminders directly from your CRM dashboard.
Improve the Intake Journey
CosmoLex CRM makes the client intake process seamless and efficient. Collect information securely, qualify leads quickly, and finalize engagement in one place.
- Build custom online forms to capture client details securely.
- Qualify leads before scheduling consultations.
- Complete intake instantly with one-click eSignature functionality.
What your firm can achieve with CosmoLex Legal CRM
Grow your business with the right tools.
How your firm handles new business can determine your growth. Ask yourself:
- Are new leads tracked manually through email or spreadsheets?
- How quickly do you respond to new client inquiries?
- Does your website include contact forms that connect directly to your CRM?
CosmoLex CRM ensures every lead is captured, tracked, and nurtured. With automation and marketing tools built specifically for law firms, you can focus more on clients and less on follow-up.
Automate to innovate your firm.
Workflows and automations help your team respond to prospects immediately. Send triggered emails and SMS messages without lifting a finger, and stay connected across all channels.
- Send automated messages the moment someone fills out a contact form.
- Build customized drip campaigns based on prospect behavior.
- Text clients directly from your computer. Almost 98% of legal text messages are read.
Supercharged client intake.
Eliminate redundant data entry and improve the client onboarding experience.
- Allow prospects to enter their own information once—no retyping needed.
- Customize intake forms by practice area to ensure the right client fit.
- Finalize new client agreements with secure, one-click eSignatures.
What law firms say about CosmoLex CRM
All the tools your firm needs
to run your business.
CosmoLex CRM integrates seamlessly with other essential law firm tools, creating a unified workflow from first contact to final invoice.
LEGAL PRACTICE MANAGEMENT RESOURCES
Access CosmoLex‘s free materials on how to elevate your legal practice management.
- Integrated Accounting Software for Law Firms: Features, Benefits & More
- 5 Reasons Law Firms are Switching to CosmoLex
- Optimizing Law Firm Operations: 5 Strategies for Modern Practices
- The ROI of Switching to CosmoLexPay: Cost Savings and Efficiency Gains
- 6 Best Practices for Creating a High-Converting Law Firm Website
Frequently asked questions.
What is CRM Software for law firms?
CRM stands for client relationship management. Legal CRM software helps firms manage leads, client interactions, and relationships more effectively.
CosmoLex CRM functions as a centralized hub that tracks client data, communications, and case progress.
Key features include:
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Client intake and communication tracking.
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Lead management and automated follow-up.
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Secure contact and document management.
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Appointment scheduling and reminders.
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Revenue tracking and reporting.
Why do I need a CRM for law firms specifically?
A legal CRM is designed to handle confidentiality, compliance, and workflow automation that generic systems cannot. CosmoLex CRM ensures all communications and data stay secure and properly organized.
Who should be using the legal CRM software at my law practice?
Partners, associates, paralegals, and intake staff all benefit from shared access to client data. This transparency improves response times, collaboration, and client satisfaction.
What are the key features of look for in a CRM system?
Look for legal-specific tools such as:
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Custom intake workflows.
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Secure data handling and permission controls.
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Email and SMS automation.
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Integration with billing and accounting systems.
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Real-time performance tracking.
How will a legal CRM impact my client intake?
Automated forms, eSignatures, and communication workflows make intake faster and more accurate. CosmoLex CRM reduces manual steps, eliminating delays and errors during onboarding.
How can I use automated marketing tools at my law firm?
Use CosmoLex CRM to build campaigns, schedule reminders, and send drip emails. Automation ensures leads receive timely communication, increasing conversion rates.
Simplify your practice with one tool.
Experience the power of automation, secure data management, and client relationship tools in one unified platform
Book a demo.
Book a personalized demo with a CosmoLex specialist and see the platform in action.
