Skip to main content

Shape Legal CRM Massively Quantifies Law Firm Marketing Data

 

Another day, another great review for our Shape Legal CRM and marketing automation tool. 

Just last week Attorney at Work, one of the top resources for legal technology and news, named our system a “mature all-in-one product.

“Think of any sort of data your law firm collects, and I’ll challenge you to find one sliver of that data set that does not have an obvious home in Shape. If the object of a CRM system is to make marketing more predictable so that you make better decisions about lead management and conversion, then it’s also true that the more data you can leverage, the more intelligent your decisions start to become. And, it’s all in here.”

AttorneyAtWork_ShapeSoftware.png

One of the biggest pain points for growing law firms can be the sheer volume of raw data they collect and must account for–intake forms, matter info, related contacts, phone conversations, email communications, and more. Even a well-oiled support staff machine can struggle to keep up, and many times, important information falls through the cracks.

Missed calls or appointments don’t just impact client satisfaction, but also your bottom line.

“Shape also covers a massive data sinkhole for most law firms: text messaging and phone calls. The worst thing you can do in your law practice, from a management and legal ethics perspective, is to have communications with leads and clients you can’t track. Yet law firms routinely text leads and clients and call them (a more traditional problem) without any ability to capture that data.”

A major complaint on review forums and legal tech roundups is the lack of plug and play accessibility from CRMs and automation tools. Many legacy software systems in legal lack the sophistication and ease of use to make them widely adaptable to larger practices.

Do you think your staff and partners have a dozen hours to learn new software, migrate all their data into it, then attend a series of training webinars or onboarding sessions to get fully up to speed? Well, most other legal CRMs out there think you should!

However unlike them, Shape is user-friendly and incredibly easy to use (we also don’t gauge you on mandatory setup fees to migrate aforementioned data!).

“Shape is very dashboard-heavy, which is one of the better developments of modern software systems. The user homepage features a number of dashboards focused on direct, important, basic metrics — like how many new prospects are there, and how many you have converted over a given period of time. You are delivered information near at hand on contact types, marketing sources and appointments. These are all things that law firms search for, and try to combine across various silos.”

Ready to try a software actually built for today’s modern law firms? Grab some time with us, we’d love to learn more about your practice.

 

Article Source:- https://setshape.com/blog/shape-legal-crm-massively-quantifies-law-firm-marketing-data

Comments

Popular posts from this blog

Trends In Higher Education: 7 Must-Know Expert Predictions for 2020

It’s all bets off in 2020. So what’s next for higher education organizations? We consulted the experts to reveal the top higher ed trends in tech, marketing and enrollment. Right now, it’s hard to make predictions, especially when it comes to higher ed. Currently, more than 1.2 billion students have been affected by global lockdowns and today’s colleges and universities are working tirelessly to ensure their organizations stay resilient in the face of a new normal. With so much in flux, we reached out to some of the brightest minds higher ed to get their best predictions on how the higher education landscape will evolve. Here’s what they had to say. Table Of Contents Top Tech Predictions Higher Ed Marketing Finally Gets An Upgrade Enrollment Trends: What Can We Expect? Higher Ed Trend #1: Remote Learning Will Continue (But Not Like You Think) “The days of online education being synonymous with adult education are over. The campus model a

Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!

  Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit— Shape Software   now directly integrates with digital Point of Sale (POS) and mortgage automation solution   Floify ! With the Shape+Floify integration, loan originators who use Floify to automate their mortgage processes and Shape to manage their lead & customer database, can now seamlessly access Floify’s secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location. To celebrate the launch of this integration, new clients that sign up with Shape before August 31st will receive one free month of Floify. Get Started Once you integrate Floify within Shape, originators can: Seamlessly connect existing Shape contact records to a corresponding Floify loan flow Instantly start a new Floify loan flow from within a Shape contact record Synchronize uploaded documentation from

Mortgage CRM Software That Will Pay for Itself

They say nothing in life is free, but when it comes to software for your mortgage business, we have to disagree. Whether you are a seasoned LO or just starting your own shop, the number one tool or “hack” that is going to save you tons of time and money is m ortgage crm  software to make you more efficient. In fact, a recent study from Nucleus Research shows that for companies that use a CRM, the average return on their technology investment is $8.71 for each dollar spent. Not yet using a CRM? That kind of return on investment is like printing money for your business. Whether you are a seasoned mortgage pro or just starting your own shop, this how-to guide will dive deep on the automation essentials for mortgage business, how mortgage software will pay for itself, and what the ideal features you need in your next CRM. CRM Automation is Your Mortgage Business’s Secret Weapon Whether it is streamlining your lending workflow, integrating all the tools you use into one central pla