For a new law firm to succeed, the rules remain the same whether you’re fresh out of law school or a partner venturing out to start their own law firm. Having the right software and efficient processes is the key to the success of a business. CRM for lawyers is a great way to ensure your business runs smoothly so that you can solely focus on your clients and the case at hand.
Software and processes matter
Processes are key in ensuring that the business runs smoothly without any hiccups. There may be times where you may lose a client’s information or forget about the upcoming meeting. This can be detrimental to the business impacting its cash flows. Many successful businesses have efficient processes in place to reduce or eliminate bottlenecks.
On the other hand, the software is what holds the business together. Many law firms have different software to cater to different needs, for example, accounting software for the accounting department, marketing software for marketing, and so on. But having multiple software can become too much and it is always better to have a single software to reign overall. Statistics show that more than 65% of the law firms who use a CRM solution have shown steady growth in sales and business operations.
5 features of a CRM for lawyers that can help your law firm
Documents and formats
A CRM for lawyers can help your law firm with online documentation from legal agreements to invoices, e-signatures, and more. These documents can easily be synced with all your firm’s clients providing a documentation trail whenever needed. As lawyers, documents are important.
A law firm takes on multiple cases at a time and staying on top of all these cases can become a tedious task. Don’t do it manually and let a CRM for lawyers take control of your cases. With case management features, you can assign tasks to your employees, stay updated with any alerts related to the case, communicate with the clients, and more. This helps you take care of your clients from a one-window solution.
A hassle created at law firms is reaching out to clients and asking them for additional information or documents. This can cause you to juggle between your current task and previous clients and to eliminate that a client portal feature of a CRM helps a lot. Clients can use this portal and their login credentials to upload additional documents and provide information reducing the administration work required at a legal firm. Think of it this way, you just started a law firm and don’t have enough workforce. Any additional tasks that come your way can create inefficiencies. To reduce that, new law firms implement CRM systems.
A CRM for lawyers can automate your emails and SMS marketing messages and send them to your clients without much effort. You can create a marketing plan at the start and the software automates the process by following your marketing plan ensuring an effective marketing strategy without having a complete marketing team on board.
Don’t let go of prospective new clients and keep them engaged with a CRM. Send automated responses to clients for their appointments and keep your calendar updated with every new client so that you don’t miss out on them. Make your clients feel important and valued as they are being billed by the hour.