While all three platforms, Clio Grow, Lawmatics, and MyCase, offer strong CRM tools for law firms, they serve different types of users with different priorities. Here’s how they compare across core areas:

Lead Management & Intake

Clio Grow keeps things streamlined and straightforward. It offers customizable intake forms, lead pipelines, and automated follow-ups that make tracking new client inquiries easy. It’s especially strong when paired with Clio Manage for seamless case handoff.

Lawmatics stands out with advanced intake automation. Its conditional form logic, customizable workflows, and visual intake builder let you create highly personalized journeys for every practice area. It’s more complex, but more powerful.

MyCase focuses on integration over complexity. Its intake tools are built into the same system that handles your case management, billing, and calendar. You receive basic lead tracking and intake features, but fewer customization options are available.

Verdict:

Best for simplicity: Clio Grow

Best for customization: Lawmatics

Best for all-in-one firms: MyCase

Email & Automation

Clio Grow offers basic email templates and thoughtful follow-ups. You can automate appointment reminders and intake-related emails, but you won’t get complete marketing automation tools.

Lawmatics excels here. You can build entire drip campaigns based on lead status, engagement, or form completion. Email, SMS, and even document delivery can all be triggered automatically. Law firms that also rely on outbound communication strategies may want to explore additional Inbound & Outbound Calls integrations that complement CRM workflows.

MyCase includes appointment reminders and templated messages, but its automation capabilities are limited. It works well for routine communication but lacks advanced segmentation or multi-step workflows.

Verdict:

Best for marketing automation: Lawmatics

Best for intake-specific automation: Clio Grow

Basic communication features: MyCase

Integrations & Ecosystem

Clio Grow offers strong native integration with Clio Manage, as well as support for tools like Gmail, Outlook, and Google Calendar. It’s tightly connected to the legal ecosystem.

Lawmatics integrates with Clio, PracticePanther, and others via Zapier and direct connections. It also supports many third-party apps used in digital marketing.

MyCase takes an “all-in-one” approach, so there’s less need for integrations. However, this means you’re limited to its built-in functionality unless you use workarounds.

Verdict:

Best for legal stack users: Clio Grow

Best for cross-platform workflows: Lawmatics

Best for self-contained firms: MyCase

Pricing

Clio Grow is a mid-range solution, with plans starting at around $49 per user per month. You’ll need Clio Manage separately if you want complete practice management.

Lawmatics is a premium solution, typically starting at $69–$99 per user per month, depending on features and firm size. It includes more automation but comes at a higher cost.

MyCase offers flat pricing of around $39 per user per month, which includes practice management, billing, and CRM features in one subscription.

Verdict:

Most budget-friendly all-in-one: MyCase

Best value for intake-focused firms: Clio Grow

Most feature-rich (at a price): Lawmatics

With so many options on the market, the “best CRM for lawyers” isn’t a one-size-fits-all decision. The right choice depends on how your firm operates, the level of tech-savviness within your team, and which part of your process requires the most support.

Here’s a step-by-step guide to help you make a confident choice:

1. Define Your Firm’s Size & Growth Goals

Start by identifying where your firm stands, and where you want to go.

Are you a solo attorney looking to manage follow-ups more consistently?

A small firm aiming to improve intake and scale marketing?

A mid-sized team that needs lead tracking across multiple practice areas?

Why it matters:

Clio Grow might be perfect for lean solo practices. Lawmatics fits best for firms investing in digital marketing. MyCase works well if you want to keep everything under one login.

2. Map Out Your Intake and Communication Flow

Before you evaluate tools, walk through your actual intake process, from when a lead contacts you to when they sign a retainer.

Where are the bottlenecks?

What do you do manually that could be automated?

Who handles intake, and what steps are most error-prone or time-consuming?

Why it matters:

You’ll quickly see whether you need a complete automation engine (like Lawmatics) or just a simple, structured CRM (like Clio Grow).

3. Consider Your Existing Tech Stack

Your CRM should work with what you already use. Make sure the tool integrates with:

Your practice management system (Clio Manage, MyCase, etc.)

Email and calendar tools (Outlook, Gmail)

Document or e-signature platforms (Dropbox, HelloSign)

Why it matters:

The smoother the integration, the faster you’ll see results, and the less you’ll need to bounce between platforms.

4. Prioritize Ease of Use Over “Big Features”

Don’t get distracted by long feature lists. Choose a CRM that’s easy for your team to understand, adopt, and actually use daily.

Look for:

Simple navigation and clean UI

Workflow templates and pre-built automation

Responsive support and guided onboarding

Why it matters:

The most advanced CRM won’t help if it’s too complicated to set up or use consistently.

5. Use Free Trials and Demos to Test Core Workflows

Most legal CRMs offer demos or trial periods. Use this time to:

Set up a basic intake form

Automate a follow-up sequence

Schedule a consultation through the platform

Review how easy it is to access contact histories and tasks

Why it matters:

Testing real-world tasks will reveal more about a product than any feature list.