While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal. Look for these six features when choosing a legal CRM—and put them to work for your law firm.
In today’s legal landscape, clients want legal counsel that understands their unique needs and circumstances.
CosmoLex helps deliver personalized legal services to individual clients by allowing for customized billing structures, individual matter management, and customizable, detailed invoices and expense reports. These features empower attorneys to provide clients with a level of care that leaves them feeling valued and understood.
CosmoLex’s case management software offers flexible, customized billing structures for each client’s unique needs. Its simple retainer management and smart legal electronic billing software adapt to both flat fees and retainers. By utilizing UTBMS codes selectively, you can tailor billing practices to each client’s specific requirements.
CosmoLex’s matter management system is designed to handle every client with personal attention by enabling precise tracking and management of their needs. As the core units of the software, matters include:
The platform’s document automation makes sure every piece of correspondence gets filed correctly so you can maintain a high level of personalization and organization.
Creating customized invoices is straightforward and impactful with CosmoLex. You can include your law firm’s branding and even personalized messages on each invoice, strengthening the personal connection with your clients.
CosmoLex provides efficient case progress tracking through advanced features that ensure nothing slips through the cracks. These features include:
Such detailed tracking benefits attorneys and clients by enhancing transparency, reducing the risk of missed deadlines, and ensuring high-quality work. The platform’s project management capabilities also allow every team member to access and update the matter’s status, fostering a collaborative environment that keeps clients well-informed.
This level of efficiency and transparency fosters trust and communication and ultimately leads to higher client satisfaction.
Feedback acts like a compass that guides service improvement. CosmoLex helps law firms gather feedback through several different avenues.
These direct lines of communication help collect client input, giving you actionable insights for continuous improvement. As a result, you enhance the overall client experience, strengthening trust and the attorney-client relationship.
Staying ahead in today’s industry means not just keeping pace with technology but using it to improve client experience. CosmoLex’s comprehensive suite of case management features empowers you to adopt a truly client-centric approach and deepen the attorney-client relationship.
For law firms looking to refine their client relationships, implementing CosmoLex’s case management software begins with understanding your practice’s unique needs and tailoring the software to meet these demands. This strategic integration streamlines operations and opens up avenues to get feedback and further personalize and optimize your services.
Are you ready to elevate your practice? Schedule a demo or sign up for your free trial today to see how CosmoLex’s robust suite of case management tools can help you strengthen your attorney-client relationships.
CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.
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While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal. Look for these six features when choosing a legal CRM—and put them to work for your law firm.