CRMs help you manage your clients’ experience from first meeting to last. And we all know a good client experience can help set you apart from the crowd (as can a bad one). These products, at their most basic level, allow you to set meetings, and manage contacts with potential clients. However, if you use them well, they’ll allow you to extract data so you can analyze your workflows, your relationships, and your success rate with new and current clients.
There are numerous tasks that law firms and legal companies need to complete on a regular basis. Automating as many of them as possible can boost efficiency and productivity. One of the many types of automation that law firms can benefit from is marketing. Luckily, there are numerous marketing solutions available. To help you sort through the various options we took a look at the below leading CRM features for law firms.
CRM & Marketing Softwares Descriptions
Automated Workflows: A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
Appointment Scheduling: With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Calendar Sync: Sync up your calendar so you can see associated appointments when viewing a potential client’s record.
Email Templates: Building out your marketing workflows is quicker and easier if you have templates to work from.
Email Sync: Sync up your email account so you can see emails sent or received when viewing a potential client’s record.
Text Messaging: While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you’ll want to keep track of them in your software so you can see your conversations associated with potential clients.
Document Templates: When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
eSignatures: Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
Analytics: See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
A good CRM for lawyers can store contact information (including legal needs), notes from previous interactions with each contact, and some biographical data about the client. With previous interactions tracked, you can engage on a more personal level, rather than playing catch-up for the first few minutes of each meeting. Many CRMs will also motivate you to be proactive in how you interact with your clients.
