CRM system for lawyers and law firms


A large loyal client base is one of the main goals of any law firm seeking success and profit growth. A customer-oriented development strategy of CRM (Customer Relationship Management - translated from English as "customer relationship management") and its tools, in particular a CRM system, will help to achieve this goal.

Crm law firms is software that can be used to optimize customer relationships. The system automates the client service: it helps to quickly process requests received from different channels (from the website, through the call center, by e-mail), collect and store information on each contact. The accumulated data can be used both in the personal work of specialists and for general business analytics.

The main functions of a CRM system for lawyers

CRM for law firms should include the following functionality:
  • accounting for incoming requests;
  • maintaining a database of contacts, segmenting clients into groups;
  • registration of interactions with clients (history of communication with a client);
  • online sales statistics, with a module for analyzing the effectiveness of each employee;
  • integration with the company's website - requests made on the website are automatically sent to CRM and tasks for employees are assigned;
  • integration of CRM with Google Analytics allows you to automate the analysis of advertising campaigns, draw conclusions about the effectiveness of advertising and redistribute the marketing budget to profitable customer acquisition channels;
  • remote access via the Internet wherever you are: from a phone, tablet or personal computer;
  • automatic email and SMS-mailing;
  • API for adapting CRM to the needs of the company.

How CRM works - we tell in simple words

CRM stands for Customer Relationship Management. From here it becomes clear that the main function is to keep track of customers and their actions with them. You can use Excel to do the same, provided you don't have that many clients. But if you, for example, have more than a hundred contacts (potential, current, and cold contacts, for example), Excel will not cope with this anymore. CRM is more convenient in day-to-day use with a large customer base - here all data is summarized in a compact customer card, rather than giant tables. At any time, you can view the history of communication with a specific client on one page: from the date of the first conversation to the details of his case or situation. Our CRM for law firms, together with IP telephony, can store records of phone calls, accumulate an archive of documents, act as an organizer, in which you can record an important event in the calendar and not miss it. The range of CRM functions is not limited to this: CRM monitors the implementation of all stages for each transaction and reminds of events and payments.

What are CPM: "boxed" and "cloudy"

CRMs come in two flavors: box (or desktop) and cloud (online or internet). Desktop computers are installed on a stationary computer, and the entered information is stored on a special server of your company. The CRM is purchased once, after which you can dispose of it at your own discretion. To make changes and refinements for the needs of a particular company, you will need the help of a specialist.

Cloud CRM does not require the purchase of a high-performance server and its maintenance - all information is stored on the developers' server. You can access it through a browser. You don't need to pay for the server and install it on your computer - only subscription fees. CRM adapts to the individual needs of law firms - account settings allow you to do it yourself. In addition, you can get technical support without much effort, because we, the developers of our CRM, are in touch for 24 hours.

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