InterAction+
InterAction+: A relationship-focused legal CRM for firms that prioritize referrals and business development. Ranked #1 of 34 in Legal CRM Software by our editors (9.1/10); pricing: Pricing on request; best for large firms focused on relationships and referrals.
At a glance
- Editor score9.1 / 10
- PricingPricing on request
- Best forLarge firms focused on relationships and referrals
- Facts checked20 Sep 2026
Where it wins
- Centralizes relationship data with engagement analysis and AI recommendations
- Automates capture of emails, meetings, calendar invites and marketing activity
- Connects Microsoft tools, mobile apps, APIs and referral tracking
Where it doesn't
- Pricing is handled through contact sales
- It is not positioned around a lead pipeline
- Its broad relationship focus may exceed smaller firms’ needs
Our verdict on InterAction+
InterAction+ is a customer relationship management platform for law firms and professional-services organizations. It brings client, prospect and relationship data into a central system, then supports business development through engagement analysis, referral tracking and cross-practice collaboration. Large firms focused on relationships, referrals and coordinated client development are the clearest fit. The platform is available through web, iOS, Android and a cloud API, with cloud and hybrid hosting options described by the vendor.
Its strongest area is relationship intelligence. InterAction+ captures emails, calendar invites, meetings and marketing engagement automatically, helping firms build a fuller view of contact activity. Relationship scores, trends and recommendations in InterAction+ AI are designed to help teams prioritize client-development activity and identify engagement risks. Referral-source tracking and business-development tracking add structure for firms that need to connect relationships with growth efforts. The Microsoft Outlook, Word and Excel integrations also fit common document and communication workflows, while additional connections include Microsoft Power Automate, Cirrom, Eventogy, Emburse, Litera Concep, PeoplePath, Vuture and Mondaq.
InterAction+ is less suited to organizations seeking a conventional lead-pipeline CRM. Its published category positioning emphasizes relationship data, referrals, engagement and business development rather than pipeline management. Pricing is handled through contact sales, so firms should expect a vendor-led evaluation rather than a self-serve purchase path. The product makes the most sense for larger legal teams that need relationship intelligence across practices, referral visibility, automated activity capture and mobile access. Smaller firms or teams primarily seeking straightforward lead tracking may prefer a more narrowly focused CRM.
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InterAction+ pricing
InterAction+ fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Intake forms | Not verified |
| Lead pipeline | No |
| Referral tracking | Yes |
| Consultation booking | Not verified |
| Lead capacity | Not verified |
| Mobile app | Yes |
| Email and SMS | Not verified |
| Deployment | Cloud, Self-hosted, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR, HIPAA, 2FA |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Power Automate, Cirrom, Eventogy … See all → |
| Pricing | Pricing on request |
| Website | lexisnexis.com |
| Facts checked | 20 Sep 2026 |
InterAction+ integrations
InterAction+ lists 11 integrations on its own site.
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Microsoft Power Automate
- Cirrom
- Eventogy
- Emburse
- Litera Concep
- PeoplePath
- Vuture
- Mondaq
See all InterAction+ integrations →
Alternatives to InterAction+
- Clio GrowA focused legal intake CRM for firms prioritizing lead conversion.8.8
- LawmaticsA broad legal CRM for firms prioritizing automated intake and conversion.8.7
- Law RulerA broad legal CRM for firms that need automated intake, documents, portals, and messaging.8.5
See all InterAction+ alternatives →
InterAction+ vs the competition
- InterAction+ vs Clio Grow
- InterAction+ vs Lawmatics
- InterAction+ vs Law Ruler
- InterAction+ vs SurePoint CRM
- InterAction+ vs Captorra Intake
- InterAction+ vs CosmoLex
Compare InterAction+ with any tool side by side →
Also Ranked In
InterAction+ is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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