What Does Legal CRM Mean?

by | Feb 24, 2022 | CRM Software, Legal Software, Software | 0 comments

In order to grow and thrive, law firms must consistently provide stellar service. That must include an effective system for the management of new, existing, and potential clients. Legal Client Relationship Management (CRM) helps law firms navigate the many aspects of managing both leads and clients so that they can better meet the needs of those they seek to serve.

In this post, you’ll discover how Legal CRM provides your law firm with a systematic approach to securing and maintaining business relationships through the effective administration of client relations.

What is CRM and Why your Firm Needs It

The main goal of Legal CRM is building better client relationships. These systems allow you to dive deeper into your existing and potential client relationships in a way that leverages these valuable connections. Simply put, Legal CRM streamlines the time-consuming tasks of client management to make communications more valuable for the firm and the client.

Tasks like client database entries, client data updates, and communication tracking have traditionally been done manually using spreadsheets. Not only are these methods time-consuming, but they are also highly susceptible to human error. They reduce productivity rates and divert valuable time away from more profitable tasks. Though following up with leads and responding to clients are important tasks, they can be better handled through the use of Legal CRM.

Maintaining positive relationships with clients can be time-consuming without the right systems in place. This can become an even bigger concern if you have plans to grow your practice and bring in new clients. You want strategies like updated marketing plans, a greater social media presence, or an improved website to attract more leads. But do you have the systems in place to properly connect with them?

Law firms need the ability to communicate with prospects quickly before they look elsewhere for legal representation. Legal CRM is specifically designed to help you maintain consistent communications and prevent any lead from falling through the cracks. With a CRM platform, your law firm can cultivate these valuable relationships while solving the problem of wasted time and inefficiencies.

The benefits of Legal CRM

For law firms of all sizes, Legal CRM provides various levels of benefits to enhance client relationship building. Here are some ways it can benefit your firm:

  1. Maximizing leads – Some Legal CRM platforms can be programmed to analyze leads to determine whether they are a good fit for the firm. This data better prepares your firm to send the types of personalized automated texts and emails that nurture your prospects with the right number of touches towards positive experiences and new matters.
  2. Centralized contact lists – CRM systems have powerful organizational capacities that sync your email contacts and categorize existing clients separately from leads and potential clients.
  3. Automatic entry of client data – Upon first communication with your firm, lead contact information can be automatically synced within the database, avoiding the need for manual data entry.
  4. Streamlined Client Intake – With Legal CRM, your firm can provide a top-notch client intake experience using customizable form builders and templates for easy document assembly and collection of e-signatures.
  5. Enhanced Client Satisfaction – A better understanding of your clients translates into better service and a positive experience. Legal CRMs can help your firm stay on track with engagement and communication efforts so that leads and clients feel valued.
  6. Automated Client Analytics – With automated communications, Legal CRMs can provide you with valuable analytics regarding such client behaviors as topics of interest, possible services of interest, and which firm emails they open. This data helps your firm better meet the needs and expectations of leads, making the transition to paying clients more likely.
  7. Access to marketing data – The reporting features of Legal CRM can also provide insight into your marketing methods. When you know what is and is not working for your firm, you can make informed decisions about future marketing investments and growth strategies.
  8.  Web-Based Technology – Legal CRM systems, like Law Ruler, utilize cloud technologies to provide a web-based experience. There is no lengthy installation process or pesky updates keeping you from accessing the system. All information is securely stored for greater accessibility no matter where you are physically located.

Your Firm Ready for Legal CRM?

Take a moment to reflect on the current state of your law firm’s client management system and then answer the following questions:

If you answered affirmatively to any of these questions, then it is time to consider making Legal CRM a permanent part of your firm.


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