A Complete Guide To CRM For Law Firms

4 years ago

How many hours do you lose each week trying to keep track of your sales leads, prospects and clients? This unbillable time adds nothing to profits and can result in potential new clients falling through the cracks. However, there is a way to create free up more of your time and take control of your business.

That’s by finding and using the best law firm CRM.

What Is A CRM System?

A Customer Relationship Management (CRM) system helps manage customer data. It supports sales management, delivers actionable insights, integrates with social media and facilitates team communication. Cloud-based CRM systems offer complete mobility and access to an ecosystem of bespoke apps.

Having a well-established CRM system can help law firms manage sales, streamline business processes, increase sales efficiency and improve profitability.

So, Why Do We Need A CRM In A Law Firm?

  • Managing profiles easily.
  • Centralizes and pass on relevant client info to the sales and services team.
  • Extend the CRM to all firms and chambers.
  • Ability to import your own forms and documents.
  • Capture prospective clients details.
  • Track your time and save money.
  • Better relationship management and better billing practices.
  • Client reminders.
  • Increasing repeat business.
  • No more duplicate data entry.
  • Lead qualification.
  • Creating marketing campaigns.
  • Track job applications and other activities.
  • Tracking of statistics.
  • Greater insights.
  • Automatic alerts.
  • Available on your mobile.
  • Single version of the truth.
  • Enterprise level.

Who Can Be Using CRM Systems In A Law Firm?

All businesses require CRM to manage their clients. It makes regular tracking and filing of business details easy and accessible. CRM can be used by all departments including Marketing & Sales, Administration, Finance, HR, Legal, Training & Development and IT Departments.

CRM Key Features For Law Firms

CRM key features for the firm must be stable and improving the current management functioning method. The CRM software should contain all the necessary functionalities needed by a law firm.

Include the following key features for CRM fpr law firms:

  • Job status tracking.
  • Task list.

Built-in calendar to organize the user’s tasks and appointments.

  • Sales and marketing tracking.
  • Clients and companies tracking with all of their details.
  • Role-based permission settings.
  • Email marketing.
  • Automated processes.
  • Reporting metrics.
  • Resource mgmt.
  • Project mgmt.
  • User management.
  • Security.
  • Collaboration.
  • Customization.
  • Support.
  • Client satisfaction.

The above key features add to the convenience of your law firm.

Benefits Of Using A CRM For A Law Firm

The firm will be able to create new and repeat business, build team collaboration, bridge team communication gaps, integrate the work of different departments, gain insights from sales and marketing activity, and can even track employees’ job activity.

A good CRM will help save a lot of time for customer relationship management. Using a CRM in a law firm can result in establishing the right balance between marketing and sales.

Create And Manage New Business:

Use the CRM system to manage all kinds of live leads, prospects, and clients with great ease. The CRM keeps all of the data about prospective clients in one place. It’s ideal for organizing and managing all new clients and leads.

Instigate Team Collaboration:

A CRM helps in streamlining the entire sales team. It also helps the entire team to work together and move towards greater productivity. The CRM is a collaboration tool, which helps users to increase the total number of sales without compromising on client or partner data quality.

Overcome Communication Gaps:

CRM software ensures that all members in your firm are on the same page. They are able to view updates and relevant details in real-time. There is no more need to share emails or unwanted spreadsheets. The CRM improves communication and collaboration in your firm.

Gain Insights From Your Data:

The most powerful feature of CRM software is its ability to provide insights from the data collected over a long time. This can be very useful for the management of cases in an organization.

Integrate And Automate Your Business Processes:

Use the CRM function to trigger emails or SMS upon registration or when new data is recorded. This helps you stay in touch with your clients and helps you relate with them on a personal level.

Multiple Departments Can Use The CRM System:

A CRM should be accessible to all departments related to the business process. The CRM should be easily configurable to the existing business processes of the organization. Thus, all departments can use the functionalities of the CRM without any difficulty.

Mobile Applications And On-The-Go Access:

Mobile is the new trend in software and web applications alike. Modern day organizations require tools that can be accessed on the go. Thus, make sure that your CRM is available on multiple devices and platforms.

Reduce Your Marketing Spend:

As mentioned earlier, the CRM can track your activities and tasks (pre-marketing campaigns, meetings, calls, emails) automatically. You can use this statistical output to target the right audience and decrease/increase your marketing spend.

Track The Job Applications Of Candidates:

Automatically track all the job applications of the candidates at the same time. The CRM will store all the information of the candidate and can be used to review the applications. You can even track the progress of the interview from the CRM.

Increase Your Revenue:

Today all the big organisations are using the CRM to generate more revenue, automate their sales and boost their productivity. In the same way, using a CRM for your law firm can help you increase your profits, improve your revenue, decrease your marketing costs, save you time and also automate your business process.

Enhance The Operations Of Your Business:

The CRM software also helps you to manage and enhance the operations of your business. You can track the number of times your email has been opened by prospective clients, the number of times they have clicked on a link or even if they have downloaded content from your website. All the information linked to the prospective clients is automatically updated and recorded in the CRM.

Know Who Your Business Competitors Are:

Use the CRM to track the achievements of your competitors in real time. The CRM will also let you know who your competitors are across the globe. You will be able to track your competitors every single step of the way and learn from their mistakes.

Create Relevant Content For Your Clients:

The CRM automatically generates relevant information for each client. It provides you with all the relevant details for your clients and also recommends relevant updates, news and information.

Track The Case Status Of Your Clients:

In most cases, your lawyer or assistant will have a briefcase full of documents, papers and copies of information related to your client’s case. Using a CRM can help the case assistant to track the progress of the case and its details.

Create Marketing Campaigns:

A CRM also allows you to create marketing campaigns and sends them to the right contacts based on their preferences and interests. This helps you create more valuable leads and improve your sales.

Promote Your Law Firm:

A CRM also helps you to create and promote your law firm across the globe in the right way. You can plan campaigns for all your referrals and clients and remind them of your existence.

Track All Your Employee’s Activities And Tasks:

The CRM software tracks and records all your employee’s activity and attendance. You can access all the data related to the progress of each staff member, his or her task assignments, meetings and expenses.


A CRM can help you to automate your marketing and sales process to a greater extent. The software can help you with the following:

  • Track each detail about your clients, prospects and referrals
  • Lead capture and lead tracking
  • Maximize your referrals system
  • See the overall goal of your business
  • Stay in touch with your clients or prospects
  • Track and analyze your sales process
  • Increase your profits
  • Increase your revenue

Find more articles on Customer Relationship Management Software & CRM Software:

What is your view on CRM Solutions for Lawyers? Would you use a CRM to manage your cases and cases?


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