CRM for small law firms
that fits.
Intake pipeline + conflict check + engagement-letter e-sign + matter tracking + trust accounting handoff. Built for 5-15 person practices. $400/mo flat for 15 seats. Made in Fort Lauderdale by Zay CRM.
$400/mo flat, not $100/seat × 15 = $1,500.
A 15-person small law practices team on HubSpot Sales Hub Professional pays roughly $1,500/mo (15 × $100/seat list, May 2026). On Zay CRM Growth: $400/mo flat. Month-to-month. Cancel any time. Full vs HubSpot →
What small law practices actually run on it.
Stack that fits the workflow.
Flat tier. No per-seat math.
Starter $100/mo · 5 seats included. Growth $400/mo · 15 seats (recommended for small law practices). Pro $950/mo · 50 seats. 20% off annual. 7-day trial. Full pricing matrix →
Start 7-day trial →Is Zay CRM a replacement for Clio or MyCase?+
No. Clio and MyCase are practice-management suites — they handle trust accounting (IOLTA), legal billing, document automation, and matter management deeply. Zay CRM is the front-end CRM layer: intake, marketing, pipeline, e-sign for engagement letters, referral attribution. Most law firms run both — Zay CRM for intake + marketing, Clio for matter management + billing. Integration via API and Zapier.
Does it handle conflict checks?+
Yes — a basic name-collision conflict check runs against the contact + matter database at intake-form submission. The output is a confidence-scored list that a paralegal or attorney reviews. Final clearance is still a manual sign-off (regulatory requirement), but the first-pass detection is automated.
Is it HIPAA compliant for personal injury or medical malpractice practices?+
Standard Zay CRM is not HIPAA-grade. For PI / med-mal practices that handle PHI, talk to us about Zay Custom HIPAA — bespoke build with signed BAA, SOC 2 Type II, custom DPA, dedicated infrastructure. Starts at $25,000 setup + $2,999/mo.
Best CRM for a small South Florida law firm?+
For 5-15 attorney firms in Miami, Fort Lauderdale, Boca Raton, or West Palm Beach, Zay CRM Growth at 400/mo flat is the right shape. Integration with Clio for trust accounting + matter management, Zay for intake + marketing. The 15-seat math: HubSpot Sales Hub Pro is ~$1,500/mo at list; Zay Growth is 400/mo flat.
What about TCPA compliance for SMS reminders?+
Zay Phone runs managed A2P 10DLC — brand registration handled. TCPA-compliant defaults: explicit opt-in tracked per contact, STOP / HELP keyword handling, business-hours-only send windows configurable per workflow.
Other pages worth a look.
Pipeline running before lunch.
7-day trial. $400/mo flat for $15 seats. Built and supported from Fort Lauderdale.
Start 7-day trial →