Shape Legal CRM - Shape Software - Automate your business!

The only legal system you need

The hunt for the all-in-one legal CRM is over

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Over 21,000 Users Strong

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Intake, distribute, and qualify leads from your lead sources.

Easily consolidate all of your leads from various marketing channels into a single database. Streamline outreach and convert more sales to your pipeline with automated tracking, distribution, and lead scoring.
Identify and merge duplicates and conflicts of interest automatically, and allocate fresh leads to the appropriate staff members. Duplicate management and distribution rules save you time and ensure that your marketing and sales operations work 24/7.
ShapeIQ assigns a score to each lead, allowing you to quickly choose the one with the best chance of closing today. Remove the guesswork from lead qualification so that your team can concentrate on what matters most: closing the best deals.
Shape’s built-in VoIP telephony solution enables your agents to seamlessly receive inbound and make outbound calls directly from Shape’s user interface. Automatic call tracking, conditional routing, voicemail drop, and prioritized call lists empower your team to engage with your leads and contacts faster.
Shape’s Shark Tank is an effective way to breathe new life into old or neglected records. Allow users to claim records that haven’t resulted in a deal via a shared lead pool created using configurable rules. This type of structure can be automated to ensure that opportunities are not overlooked and have the opportunity to be reworked.

Increase conversion rates by engaging more prospects in less time.

Timing is critical. Responding in less than 5 minutes leads to 9x more meaningful conversations. Improve your contact speed by using QuickFire Connect, which creates healthy competition among users to claim and call new leads as soon as they are posted into your system.
Through intuitive call scripts, guide agents through customer conversations, allowing them to quickly learn and select the best response. Shape call scripts are simple to create, update, and optimize, and they appear directly in the dialer.
Arm your sales staff with local presence phone numbers in area codes that your customers are familiar with, increasing pickup rates and assisting cold calling attempts. Plus, the ability to easily drop pre-recorded messages into a lead’s inbox frees up your team’s time to focus on live contacts rather than leaving the same message over and over.
If you’re not using video in your marketing, you’re missing out on one of the most popular ways for people to consume content. Share educational video marketing content via email and text using BombBomb and embeddable video links to connect better with customers.

Create brand recognition, run personalized marketing and communications efforts, and communicate with potential clients on their preferred platforms. As leads connect with your website, learn more about them to drive higher interaction across channels like email, digital advertising, text, and video marketing with tailored campaigns.

Simple-to-use solutions help your firm increase earnings & productivity.

Customize your online intake forms, contracts, and invoices, or use our proven pre-built templates. Shape’s integrated eSignature solutions and built-in client portal allow you to get forms back quickly and securely.

Capture leads, create matters, and manage client data in one place. Assign clients to support staff, paralegals, or partners to keep staff on the same page – no more unassigning and re-assigning people for record access. Views in Shape’s multi-object database can be adjusted based on departmental requirements and permissions.

A single dashboard provides an overview of all case information. To ensure that your legal firm administration activities run as smoothly as possible, assign each contact, document, calendar event, note, time entry, and bill to the appropriate case. You can work on your cases from any computer that has an internet connection, or you can download the mobile app. Improve your workflow and spend less time on trivial chores so you can focus on those that are important to your law practice.

Sync all of your meetings and tasks between your Google or Outlook calendar and Shape, and use Calendly and Acuity reservations to make scheduling appointments easier. A shared calendar view is available in Shape’s transparent events workspace for managerial oversight.

With Shape’s time monitoring capabilities, you can meet your billable targets while not letting a minute slip through the gaps. Spend less time tracking and more time billing for your hours.

Get full visibility into your process to forecast & deliver exceptional results.

Learn about user login sessions, communication overviews, and how frequently leads are converted into opportunities. For sales and marketing oversight, these reports can be filtered to see the performance of an individual, team, and lead source.
Measure lead generation and campaign performance through data-driven intelligence. Identify trends and patterns to analyze how to improve current processes and build future strategies.
Call center data and call recordings can be used to assess the effectiveness of your sales teams. To boost sales and customer retention, monitor key performance indicators (KPIs) to track performance, agent productivity, and interactions.
To improve your outreach and fine-tune your target audience, capture sent email data on open rates, times, and click-throughs on links and attachments.
Shape’s custom report generator allows you to report on data that is exclusive to your company. Use criteria like unique headings, columns, sorting, calculations, filtering, and more to tailor your report templates to your team and goals.

Use Shape with your favorite apps

Work anywhere with Shape's cloud-based responsive platform.

Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients.
Aaron Powell
E Mortgage Capital

Win more cases with Shape.

Getting started has never been easier.