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.
Trying to redirect your team’s focus to value-driven tasks can be challenging. You’ve got to spend time and effort training them, pay out of pocket for new solutions, and integrate new processes and systems—all without disrupting your workflow.
But you can overcome these obstacles by planning strategically and incorporating legal-specific software to handle all your mundane tasks.
Let’s look at five solutions you can implement to stop the busy work and focus on tasks that move the needle.
Your website is your online presence. It’s where you make first impressions, showcase your suitability and expertise, and convince prospective clients to choose you for legal representation. So it’s a no-brainer that your website needs to be set up correctly for success.
There are many moving parts to a robust, high-converting legal website, including:
On top of that, websites aren’t a one-and-done deal. They require ongoing maintenance, updates, SEO, and new content so that your website continues to be a client-attracting magnet. It’s a lot to handle, especially when you’re busy with more important matters.
That’s where legal-specific website services step in. Also known as Done-for-You (DFY) websites, these services provide a turnkey solution tailored to the legal industry. A team of experienced, legal website experts delivers a fully optimized website that matches your brand within a matter of weeks.
With these services, you don’t have to stress about your website. It’s all taken care of for you so you can focus on activities that directly boost revenue.
When you’re busy juggling core responsibilities like client meetings, court appearances, and case research, following up with prospective leads often falls through the cracks. Keeping up with the flurry of calls, texts, and emails can be overwhelming, but missing even one can be a lost opportunity for revenue.
Your speed to lead—how long it takes you to respond to potential client inquiries—is critical here.
The faster the response, the higher the likelihood of securing that client.
Legal client relationship management (CRM) software becomes your one source of truth for client management and communication. CRM for law firms is a specialized tool designed to manage interactions with current and potential clients by organizing and centralizing client data.
It also actively enhances engagement through automated, instant follow-ups and ongoing nurture campaigns via email and text.
With automations, no lead will slip through the cracks, even when you’re buried under piles of legal work.
The best part? These messages can be personalized, making the client feel acknowledged and valued. With regular communication, you’ll stay on their mind and be the first legal firm they come to without you or your team having to lift a finger.
Juggling between different platforms for billing, logging expenses and billable hours, and managing accounts eats into valuable time and increases the likelihood of potentially costly errors.
By switching to a single platform for billing and accounting, you streamline these processes and take the burden off your team. With this software, you can:
With everything in one place, tracking finances becomes more straightforward, accurate, and much less time-consuming.
While each of the above solutions is excellent for optimizing time and profitability, it takes a lot of time to toggle between different systems, click from one platform to another, and manually transfer redundant data.
What if you could consolidate all these essential functions into one unified platform? Legal practice management software makes it possible. Practice management software combines CRM, practice management, billing and accounting, and more into a single, integrated system.
What’s even better, your client intake and conflict checking automatically sync with your website. No more manual updates or cross-referencing between systems—you’ll have everything you need to manage your practice at your fingertips in one cohesive system.
Artificial intelligence (AI) has taken the world by storm, including the legal field. Automation is a close second. And for good reason! These technologies can take over various mundane yet necessary tasks like:
Adopting these tools makes your law firm more efficient and significantly reduces the potential for repetitive tasks, setting your team up to be a lean, mean, money-making machine.
If you’re looking for robust legal practice management software to help you maximize your talents, time, and revenue, CosmoLex is here to help! Our comprehensive solution has everything you need to help you identify and prioritize value-driven tasks in one platform, including:
Start your free trial today to see how we can help you revolutionize your practice.
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.