CRM for Legal

Finding the right crm solution for legal companies.

Legal Requirements

Legal companies have specific crm needs that differ from general use cases:

• Compliance: Industry-specific regulations and requirements
• Integrations: Connections to industry-standard tools and systems
• Workflows: Processes tailored to how legal operates
• Scale: Solutions that match typical legal company sizes
• Security: Data protection appropriate for the industry

Key Considerations

When choosing crm for legal:

• Look for vendors with legal experience and case studies
• Verify compliance with relevant regulations
• Check for integrations with your existing stack
• Consider industry-specific features vs general tools
• Evaluate support quality for your industry's needs

Build vs Buy for Legal

Should legal companies build their own crm solution?

• Build when: You have unique workflows no off-the-shelf tool handles
• Buy when: Compliance requirements are complex and vendors have solved them
• Vibe code when: You need customization but the core problem is well-understood