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.
Transparency is critical when it comes to legal billing. Some of your clients may appreciate detailed breakdowns of services rendered, while others may prefer a more concise overview.
Keeping up with the expectations of your clients allows you to tailor your invoices to meet their specific needs, enhancing transparency and minimizing the risk of potential billing disputes.
In today’s world, you can’t use outdated billing processes and expect your clients to simply go with the flow. If you want to get paid on time, you need to stay current with the times.
By offering options like PDF invoices or invoices delivered through dedicated billing platforms, you allow your clients to pay their bills in the way that suits them. This ensures that you receive prompt payment instead of waiting weeks or months for funds to hit your account.
For clients that require ongoing legal services, retainer agreements can provide stability and predictability.
Understanding your clients’ interest in arrangements and their preferred frequency of status updates enables you to tailor services for individual clients, fostering a more collaborative and communicative relationship.
Directly addressing any challenges or issues your clients have with their billing processes demonstrates a commitment to improving the client experience.
Collecting this feedback allows you to identify areas that can be improved, implement changes to streamline your billing processes, and make things easier for your clients.
With these insights and feedback in hand, you can dial in your processes and enhance your billing and payment experience. Consider these strategies to take your billing to the next level:
Even the most helpful feedback won’t improve your billing and payment practices if you don’t have the right tools at your disposal. One of the most valuable investments you can make to improve your client experience is legal billing software.
Legal billing software allows you to set up and manage client invoices, payments, retainers, and more. The best legal billing software will also come equipped with features like automated time tracking, expense management, and customizable invoice templates that save you time and minimize the risk of errors in your invoices.
It’s unlikely that all your clients have the same preferences. More realistically, you’ll have a variety of requests to accommodate, including the need for multiple types of payment.
Accounting for multiple payment options in advance goes a long way toward client satisfaction and operational efficiency. Plan to offer…
…and it will go a long way to making sure you get paid on time.
Clients expect transparency with their matters and finances. To provide this clarity, design your invoices to be clear, concise, and transparent.
Give your clients a breakdown of services in a way that’s easy for them to understand, minimizing confusion or any potential disputes with their invoices.
If your clients prefer electronic payments, make sure that your payment processing system is seamless and secure. Choose a reliable legal payment processor with robust security and encryption measures to ensure that sensitive information is protected around the clock.
Creating seamless payment processes helps cultivate strong, client-centric relationships built on consistency, transparency, and trust.
If you’re looking for ways to take your billing and invoicing to the next level and enhance your client relationships, then it’s time to partner with CosmoLexPay.
CosmoLexPay is a legal-specific payment solution designed with the unique needs of law firms in mind.
Our user-friendly interface, secure payment gateway, and customizable features will empower you to manage payments effortlessly and make paying the bills painless for your clients.
Ready to see what CosmoLexPay can do for your firm? Start your free trial today!
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.
©2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.
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.