Skip to main content

5 Ways New Law Firms Can Benefit from a CRM

 Whether you’re venturing off from partners or fresh out of law school, every new law firm needs the same two tools to compete in today’s market: the right software and the right processes. 

For every bar complaint made by clients about lack of communication from their attorney, there is a firm creating a seamless and high-touch experience without doing any heavy lifting. 

Which one would you rather be?

image

Why Process Matters 

Ever misplaced a client’s information in a pile of paperwork on your desk? Forgot to follow up after you sent out an intake form? These are everyday mistakes we all make as busy attorneys. The problem is that without proper data and workflow management (AKA “process”), we leave ourselves exposed to hiccups that can cause major disruptions to our business (AKA cash flow). 

Process is much more than how you think a new DUI client or probate case: it’s documenting and implementing it in a way that becomes easily repeatable for anyone. Great process documentation means fewer errors, happier clients, and a lot of time saved. 

Do you have processes documented for any of the following?

  • New client inquiries
  • Getting documents sent, signed, and received
  • Assigning tasks to your support staff
  • Billing and payments
  • Managing a client’s case work and data
  • Marketing, client updates, and seeking referrals
  • And the list goes on…

Why the Right Software Matters

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. 

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

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

1. 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. 

2. 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.

3. 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).

4. 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. 

5. 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!

Interested to learn more about how you can implement these (and many more) features of a CRM for just $79 a month?

Schedule a free consultation with one of our law firm software consultants today!

Article Source:-  https://setshape.com/blog/5-ways-new-law-firms-can-benefit-from-a-crm

Comments

Post a Comment

Popular posts from this blog

Enrollment Marketing: 8 Ideas to Increase Student Enrollment at Your College or Trade School

  Enrollment rates on the decline? Don’t put your school’s revenue at risk. Here’s everything you need to know to take your enrollment marketing to the next level and secure more students for your privately owned college or trade school. “If higher education marketers aren’t paying attention to enrollment issues, they are not paying attention to job one.”  That no holds-barred quote is from Terry Flannery , vice president for communications at American University and CASE Treasurer. And while it may sound a little harsh at first, we think Terry hit the nail right on the mark. Enrollment marketing is one of the biggest areas for improvement among colleges, trade schools and privately-owned universities, with only 34% of institutions reporting to have met their enrollment goals in 2017. And while the recent crisis means that trade schools and private colleges will likely see a surge of interest from potential students, the competition will be fiercer than ever.  Let’s take...
Post a Comment
Read more

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...
Post a Comment
Read more

Can Marketing Automation Heal the Mortgage Crisis?

The mortgage industry has been floundering for the past few years. Skittish from the housing crisis of the early 2000’s, banks have decreased the number of loans they give away. Now they’re trying to bounce back. As a result they’ve had to resort to tactics like lower down payment requirements and more flexible credit score considerations to get new customers through the door.  Increase customer satisfaction and streamline procedures with Shape Mortgage Software By decreasing the barriers for entry and streamlining everyday business offerings, companies can provide a level of service that exceeds expectations. These methods speak to a new wave of marketing methodology that has popped up across all industries. By decreasing the barriers for entry and streamlining everyday business offerings, companies can provide a level of service that exceeds expectations. In fact, an average of 51% of companies have begun to implement strategies like marketing automation to achiev...
Post a Comment
Read more