A great business is built on great relationships with clients. Investing in a good CRM (Customer Relationship Management) software will help you in building and maintaining these relationships.
And for law firms and lawyers, maintaining client relationships is the name of the game…
With a CRM, your law firm will be able to keep up with the various stages of your contacts, from first communication through retainer.
CRMs also provide your firm with information to use in your marketing efforts. You can find out what marketing channel is working best to bring in potential clients, or how long it takes for a prospective client to sign up with your firm.
Listed below are the top CRM software programs used by law firms:
Lexicata was built specifically for law firms and designed to help navigate the admissions process with ease.
Clients fill out a form and once the information is entered, the software creates a funnel that shows you notes on specific clients and what stage of the intake process they’re on.
It practically plans your day for you as well, letting you know which clients need to be followed up on, what documentation needs to be sent or signed, etc.
Law Ruler is another popular CRM built specifically for law firms.
What sets it apart are the bonus features. In addition to managing your contacts, Law Ruler also has a phone call tracking feature and a marketing cloud that automates certain marketing tasks, like emails or texts.
Pipedrive is one of the easiest CRMs to use. What makes it stand out is its ability to integrate with a lot of third-party apps through Zapier.
If your firm happens to use a lot of cloud-based apps, this might be the CRM for you. You can share data from one app to another, and even trigger an app to perform a task based on what happens with another app.
If your firm really wants to focus on maintaining relationships with clients, Contactually shines in this area. It has a relationship-focused approach, giving you reminders for reaching out to clients or any other relationship-building task.
Contactually also allows you to group your clients into certain categories, like “referral” or “potential client”, further allowing you to tailor your contact efforts.