Streamline Your Workflow
Shape uses intelligent automation to streamline everyday admin tasks that suck up time so you and your staff can focus on what matters: your clients.
Capture leads, create matters, and manage client data in one place. Shape’s project management tools keep clients up to date and staff on the same page.
Create customized and automated workflows for everything from client intake to case status updates. Keep projects on track without the headaches.
Customize your online intake forms, contracts, and invoices, or use our proven pre-built templates. Shape’s E-sign feature allows you to get forms back quickly and securely.
Grow Your Revenue
Your CRM should help you attract, nurture, and convert more clients. With Shape’s integrated and easy-to-use tools, your firm can boost profits and efficiency.
Our marketing automation tools – from email drip campaigns to SMS automation– would cost over $1,000/month on their own. You get them all included in your plan for no extra charge.
Shape is the only legal CRM with built in online invoicing, which means your clients can easily pay you with a click anytime, anywhere.
Sync your team’s email, calendars, and to-do’s to always stay on the same page. Assign tasks to support staff, paralegals, or partners to get instant accountability.
Generate custom reports from referral tracking to top lead sources and tons more. Invest in business decisions that can actually move the needle with the data you need.
Simplify Your Practice
Don’t compromise on a legal CRM that only gets you halfway there. With every Shape plan, you get access to a suite of integrations, custom account setup, and white glove support that’s always ready to provide help if you need it.
Our support team is here for you via phone, online chat, or email. Unlike other legal CRMs, we never charge you to speak to a live person or gate off support.
Shape is the only law firm CRM that lets you fully customize the interface for your practice area’s needs. We’ll work with you to get Shape set up to your preferences.
Shape integrates with the tools you already use, like MailChimp, Twilio, G Suite, Practice Panther, Clio, Stripe, BombBomb, Zapier, Webhooks, MyCase, and tons more.
More Than Just Awesome Features
At Shape, we believe that great software is more than just the sum of its parts. To grow your business, you need a tool both you and your staff can rely on, and that starts with an intuitive interface, a solid backend, and best in class data security.
Our user interface is intuitive and easy to use. You and your staff won’t need to spend countless hours on webinars or poring over training materials to use Shape.
Shape uses advanced security features and protocols to protect the sensitive data of you and your clients.
Shape supports over 15,000 users and counting! Our dedicated team of engineers is always improving our software so you can always depend on it.
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Shape CRM Pricing
We won’t force you into a long-term contract or impose an expensive mandatory setup fee. Try before you buy with our 14-day free trial.
Features Included in Shape:
Lead, client, and project management tools
Automatically import leads and create matters
Manage leads, matters, and referrals in one place
Seamless syncing with case management (MyCase, Clio, FileVine, Practice Panther, ActionStep, more)
Robust marketing automation (Email marketing, SMS, drip campaigns, more)
Customizable online intake forms, contracts, invoices, and more
Library of document templates (Emails, forms, texts, and more)
Calendar and email syncing (G Suite, Outlook, Mailchimp)
Track billable hours
Accept online payments
Run customized reports and analytics
Track referrals and lead sources
Create custom fields