The use of Customer Relationship Management softwares on the legal services industry is growing fast. A law firm needs to compile information and have them all together on a single source for every level of the bussiness growth and for the clients of the lawyer buffet to stay competitive. Therefore the need of a CRM for lawyers.
A CRM can be useful for lawyer to obtain their ideal clients profiles, understand their necessities and establish links with them, providing them a high level of customer service. This helps a lawyer buffet to show an integral face of you busines to your clients. A CRM serves to the backend efficiency so they can focus on winning cases.
What are the main reasons for using a CRM?
It Integrates your clients data
A CRM allows you to do an easy follow-up and a quick integration on any contact that your legal team can have with an existing or potential client. Lawyer Buffets can’t afford to ignore the need of a centrilize core in which they manage all of their contacts.
Organize important tasks
This point is particulary relevant when you have an appointment with a potential client and you want to make sure to do a correct follow-up. With a CRM, you can establish reminders so you won’t forget to stay in contact with him and asign deadlines and objectives. In this way, you can corroborate the follow-up progress just checking the client registry. This can be specially beneficial as long as your buffet grows and you compete to be up to date with the increasing workflow.
Manage all your documents in one place
When you have a client, you generally have a dozen of documents which aren’t easy to clasificate, recover or even share it with your work colleagues. With a good CRM, you can organize your documents easily in folders so you can share, eliminate, file or modify them quickly.
You can think that marketing actions are not the core of your bussines so it’s not worth it to do it, because you have a lot more to do on your daily basis. However, you have to make an impact to make your buffet stronger against your potential clientes, so when they need legal consultory, they will think of you. With a good CRM you can automate your marketing actions with ease so it won’t take much of your time. For example, it will save you time in prospecting so you can reach more clients consistently.
Now that you know how a CRM for lawyers works, you’ll need to start doing some implementation to create a good managment level in your marketing campaings. If you keep track all your data, you’ll know how to make the best decision. Another option is to consult a marketing agency to help you with this. They have lots of additional benefits too. Whether any of your decision,t you should always prioritize a CRM implementation.