As lawyers, we are no strangers to the galaxy of specialized software catering to us, promising to make our lives easier, better, shinier. The reality is, not every tool is needed for your law firm. Racking up a ton of monthly subscription fees isn’t exactly the best way to launch a new law firm CRM.

Key Features of a CRM That Will Help Your New Law Firm

Online Documents:

Build and send custom intake forms, generate fee agreements or contracts with e-signature, send invoices, and accept online payments. All documents seamlessly sync to your client’s matters, so you always have a paper trail.

Matter & Case Management:

Assign tasks to your support staff, automate case status updates via SMS/email, log client communications, and keep all your client details in one secure place.

Client Portal:

Provide a secure portal where clients can log in, upload documents, check on their case status, review your policies and procedures, and take care of essential admin (all from their phone or desktop).

Email & SMS Automation:

Streamline your email communication with in-depth email & SMS drip campaigns, nurture leads to higher conversion rates, and keep your clients in the loop.

Appointment Scheduling & Reminders:

Schedule appointments in a click and send automated appointment reminders, so your leads and clients never miss a meeting with you again. Make the most of every billable hour!

Instead of stringing together a bunch of disparate tools, we recommend that new and growing law firms adopt a powerful and complete CRM solution for a variety of reasons:

Stay organized – create workflows for all the processes we mentioned above to keep you consistent and your clients happy

Save money – you don’t need a tool for e-signature, documents, billing, intake, marketing, and more – a good CRM combines all those in one package

Grow profit – 65% of law firms who use a CRM meet or exceed their sales and revenue forecasting – starting out with a CRM as your firm’s backbone gives you this advantage.

In order for good, strong CRM systems to deliver firms and customers the benefits that were intended, attitudes towards CRM have to change. After establishing a strong, reliable CRM system partner, firms need to adapt to using the systems. Attitudes towards CRM need to be more open-minded, and the facts and clarity about CRMs need to be communicated to all employees of the firm.

As lawyers, we are no strangers to the galaxy of specialized software catering to us, promising to make our lives easier, better, shinier. The reality is, not every tool is needed for your law firm. Racking up a ton of monthly subscription fees isn’t exactly the best way to launch a new law firm CRM.

Key Features of a CRM That Will Help Your New Law Fir

Online Documents:

Build and send custom intake forms, generate fee agreements or contracts with e-signature, send invoices, and accept online payments. All documents seamlessly sync to your client’s matters, so you always have a paper trail.

Matter & Case Management:

Assign tasks to your support staff, automate case status updates via SMS/email, log client communications, and keep all your client details in one secure place.

Client Portal:

Provide a secure portal where clients can log in, upload documents, check on their case status, review your policies and procedures, and take care of essential admin (all from their phone or desktop).

Email & SMS Automation:

Streamline your email communication with in-depth email & SMS drip campaigns, nurture leads to higher conversion rates, and keep your clients in the loop.

Appointment Scheduling & Reminders:

Schedule appointments in a click and send automated appointment reminders, so your leads and clients never miss a meeting with you again. Make the most of every billable hour!

Instead of stringing together a bunch of disparate tools, we recommend that new and growing law firms adopt a powerful and complete CRM solution for a variety of reasons:

Stay organized – create workflows for all the processes we mentioned above to keep you consistent and your clients happy

Save money – you don’t need a tool for e-signature, documents, billing, intake, marketing, and more – a good CRM combines all those in one package

Grow profit – 65% of law firms who use a CRM meet or exceed their sales and revenue forecasting – starting out with a CRM as your firm’s backbone gives you this advantage.

In order for good, strong CRM systems to deliver firms and customers the benefits that were intended, attitudes towards CRM have to change. After establishing a strong, reliable CRM system partner, firms need to adapt to using the systems. Attitudes towards CRM need to be more open-minded, and the facts and clarity about CRMs need to be communicated to all employees of the firm.

Lawyers need to learn to adapt to and trust CRM systems, and educate their employees through regular training and setting clear goals. Once firms are on the right track with CRM systems, they will be able to reap all the benefits they offer, including the monetary and customer relationship benefits– and better the health of their firm in the long run.

Lawyers need to learn to adapt to and trust CRM systems, and educate their employees through regular training and setting clear goals. Once firms are on the right track with CRM systems, they will be able to reap all the benefits they offer, including the monetary and customer relationship benefits– and better the health of their firm in the long run.