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.
A key component of an effective marketing strategy is sourcing actionable data to keep you in the know about:
Without that information, you risk marketing with a blindfold on.
A legal CRM can help you make the right moves by providing dashboard analytics that allow you to see everything you need at a glance—or embark on a deep dive into your metrics. The right legal CRM will provide data on:
In the legal field, time is of the essence. And not only for your matters, but for your marketing tasks as well.
Marketing tasks must be completed efficiently so that you keep both leads and current clients engaged throughout the sales funnel and matter lifecycle.
CRM software should include task management features that keep you and your team on the path to success with new clients. The best legal CRM software will have features that include:
When it comes to bringing on new clients, it can be frustrating to spend hours or even days waiting for them to sign on the dotted line so you can get the ball rolling.
A great legal CRM should connect with secure and legally-binding one-click eSignatures that allow your clients to sign any essential documents needed from their mobile device or computer. Your clients will appreciate the convenience, and you’ll benefit from the time you save when you don’t have to chase them down to sign.
Another benefit of one-click eSignatures is that if your CRM is linked to your practice management software, you can have signed documents automatically uploaded to client matters, keeping your matters organized and reducing time-consuming and error-prone manual data entry.
From automating your intake process to making client intake a snap to creating automated marketing campaigns to bring new leads into your sales funnel, CosmoLex’s legal CRM can help your firm stop losing leads to competitors and increase your profitability.
Using CosmoLex CRM in tandem with its robust practice management software can also give you an edge in maintaining current client relationships, reaching out to former clients, and keeping all your matters organized, freeing your team up to focus on high-value work instead of time-consuming processes.
Ready to enhance your CosmoLex experience with powerful CRM software? Schedule a demo now.
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.
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