Legal CRM Resource Library
Case Studies | Guides & eBooks | Infographics | Webinars | Blog
Legal CRM Resource Library
Infographics
Webinars
Recent Blog Posts
5 Steps of the CRM Process: A Practical Guide for Law Firms
For law firms, managing client relationships is not just about organization; it's also about building trust. It is about responsiveness, trust, and efficiency at every stage of intake and representation. Understanding the five steps of the CRM process helps firms...
Client Relationship Management Tips for Lawyers in Their 30s: How to Build Stronger Connections Without Burning Out
Client expectations are changing fast, and so is the legal profession. Lawyers in their 30s face a distinct set of pressures: growing caseloads, increased responsibility, rising competition, and clients who expect fast, digital-first communication. Managing client...
Top 5 Intake Bottlenecks Slowing Your Law Firm Down (and How to Fix Them)
Every law firm wants more clients, but few realize that the biggest obstacle to growth isn’t always marketing or competition—it’s what happens after a lead comes in. Your intake process is the heartbeat of your firm’s growth engine. When it runs smoothly,...
Stop Losing Leads: Why Fast Follow-Up Wins Cases
In today’s legal market, clients have more options than ever before. With just a few clicks, a potential client can research, compare, and reach out to multiple firms. That means the firm that responds first has a significant advantage. Meanwhile, the one that drags...
The Multi-Practice Firm’s Guide to Streamlining Intake Across Case Types
Many law firms expand into multiple practice areas to diversify revenue. While expanding into multiple practice areas may open the doors for new clients, the initiative can also swamp your intake team and frustrate your clients. When every case has its own protocols,...
6 Signs It’s Time to Upgrade Your Law Firm’s CRM
A customer relationship management (CRM) system should help your firm track leads, improve intake, and keep clients engaged. But if your CRM is outdated or isn’t built for legal practices, it may be creating more problems than it solves. Plus, you're likely only...