Shape Legal Review

Shape is an easy and straightforward legal CRM that includes utilities designed to automate tasks, reach out to clients, accept and manage payments, pursue leads, and optimize schedules. You can deploy it anywhere thanks to its cloud-based engine and its native iOS and Android apps.

Automate Everyday Tasks

Use Shape’s fully featured templates (or customize your own) for drip campaigns and newsletters to keep in touch with your existing client base and leads. You can use a combination of text messaging and email marketing to reach and nurture clients. Alternatively, Shape supports a cloud-based phone system with all the modern amenities—inbound and outbound calls, IVR, call routing, local caller ID, voicemail, conferences, and call recording, monitoring, and scripting—so you can keep track of and communicate with your clients easily wherever and whenever you need to.

Lead Capture and Distribution

Sit back and relax as Shape also captures leads and sends follow-ups. Firms with multiple partners find this useful as the CRM assigns leads to the best or appropriate partner. You can set it up by segmenting the lead database and automating certain tasks so you can focus on actually communicating with your clients.

IP Whitelisting

Add a layer of security to your activities by setting your Shape account so that it can’t be accessed anywhere else other than your whitelisted or authorized IPs—like your office.

Webhooks and API

Shape’s webhooks can interface with millions of third-party APIs, allowing the platform to exchange information with other relevant applications in real-time. This and its API integrate Shape to dozens of applications you might already be using or familiar with, such as MailChimp and Zapier, minimizing the downtime associated with a learning curve.

All-In Plan

Unlike other CRMs, Shape only has one plan: a $79.95 monthly recurring plan, with no feature limitations. This gives the firms a flexible CRM solution that they can renew each month as long as Shape is useful to their business, and cancel anytime. If you need a custom solution that doesn’t fit the bill, you can contact them to get a quote. Finally, it has a 14-day free trial with no restrictions.

White Label Customer Portal

Shape can give your client portal your business’s identity with a white label portal system. Reach out to them to help design your client portal page.