Shape Legal Review

Shape Legal
Our score: 8.5 User satisfaction: 98%

What is Shape Legal?

Shape is a CRM that’s ideal for businesses in the legal and financial sectors, including real estate, mortgage, and insurance. While it has built-in tools to manage certain aspects of these industries, Shape has customizable solutions for any type of service-based enterprises, such as construction, consulting, and transportation.

Shape’s legal CRM is a flexible application that allows law firms to manage their entire business in a single package. Shape can enable any size of business, from a solo lawyer to a firm that has hundreds in its payroll, with the ability to automate everyday tasks, manage prospects and support clients, and tailor drip campaigns and newsletters to the law firm’s clients. Shape is also famed for its white label customer portal, which brands the platform to the firm’s identity, and its single subscription plan (monthly, with no feature limitations). Shape’s legal CRM has an intuitive template right out of the box, but you can modify it to suit your specific needs.

Overview of Shape Legal Benefits

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.

Overview of Shape Legal Features

  • Lead and account management
  • Document management
  • Lead distribution and scoring
  • Team analytics
  • Task scheduling
  • Time tracking/activity logs
  • Customizable industry workflows
  • Email integration with Gmail and Outlook
  • Drip campaign automation
  • Custom email templates
  • Internal chat/instant messaging
  • Role-based permissions
  • IP whitelisting and restrictions
  • Tracking of campaigns and sales
  • eSignature solutions
  • Cloud phone calling (with recording and monitoring)
  • Cloud voicemail
  • API customization
  • Webhooks
  • Customer portal

Shape Legal Position In Our Categories

Because businesses have special business-related requirements, it is only rational that they abstain from subscribing to an all-encompassing, ”best” business application. Just the same, it would be almost impossible to find such an app even among recognizable software systems. The efficient step to do can be to write the several key functions that demand consideration like key features, plans, technical skill capability of staff, organizational size, etc. Thereafter, you should do your research through and through. Read some of these Shape Legal analyses and explore each of the applications in your list in detail. Such comprehensive research guarantee you circumvent ill-fitting applications and select the one which has all the tools your company requires to realize efficiency.

Position of Shape Legal in our main categories:

TOP 200

Shape Legal is one of the top 200 CRM Software products

Shape Legal is also listed in the following subcategories:

It is important to note that hardly any service in the CRM Software category is an ideal solution able to match all the goals of various company types, sizes and industries. It may be a good idea to read a few Shape Legal CRM Software reviews first as some solutions might dominate exclusively in a very small group of applications or be designed with a very specific industry in mind. Others can function with an idea of being easy and intuitive and consequently lack advanced functions welcomed by more experienced users. There are also services that focus on a large group of customers and give you a rich feature set, but that in most cases comes at a more expensive cost of such a solution. Ensure you're aware of your requirements so that you pick a service that offers all the features you search for.

How Much Does Shape Legal Cost?

Shape Legal Pricing Plans:

Free Trial

All-In Plan


Shape has one paid plan, with all features unlocked. It’s a recurring monthly payment of $79.95, with no annual subscription.

User Satisfaction

Positive Social Media Mentions 42
Negative Social Media Mentions 1

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Shape Legal reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Shape Legal. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based


  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular Shape Legal Alternatives

Top Competitors To Shape Legal By Price

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Shape Legal Comparisons

What are Shape Legal pricing details?

Shape Legal Pricing Plans:

Free Trial

All-In Plan


Shape has one paid plan, with all features unlocked. It’s a recurring monthly payment of $79.95, with no annual subscription.

What integrations are available for Shape Legal?

Shape currently integrates with several tools:

  • MailChimp
  • G Suite
  • Outlook
  • BombBomb
  • Zapier
  • Twilio
  • Ytel
  • MailGun
  • SendGrid
  • Floify
  • Encompass
  • Calyx Point
  • QuickBooks Online
  • Stripe
  • PayTrace

Shape has an API that you can scale to your own business needs. Visit their official website or contact their technical support for detailed instructions.


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Reviewed By Nestor Gilbert
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