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.
An effective legal CRM isn’t just a database of client information—it can help you increase efficiency and profitability across client acquisition and retention.
Otherwise known as “speed to lead,” the ability to connect with potential clients as quickly as possible is critical for generating business. Responding to a potential client inquiry within five minutes can increase your lead qualification by 80%.
But for busy law firms, this can be a difficult feat to pull off.
That is, unless they have some help from a legal CRM. A legal CRM can reduce speed to lead with:
Your client intake process is your first opportunity to build a trusted relationship with new clients. The easier and faster the intake process, the more your clients associate your firm with convenience and efficiency.
With legal CRM software, build strong relationships with the following steps:
This improved intake process increases the likelihood of conversion and retention, but there’s more ROI to be found here. When you use a fully integrated legal CRM like CosmoLex, all your data is connected to your practice management system. This eliminates manual data entry, saving time and reducing manual error throughout the process.
Client intake doesn’t move forward spontaneously. It requires deliberate engagement to move leads down the sales funnel. Similarly, client relationships don’t maintain themselves. They also require intentional communication.
Yet, as you well know, lawyers are busy, and reaching out takes time that you don’t always have.
Legal CRM software can alleviate this quandary by automating key areas of communication. Some of its valuable features include:
A legal CRM can have all the features in the world, but is your law firm ready to use yours in a way that delivers the most benefits for the least amount of stress? The following strategies can guide you:
Legal CRMs have a multitude of tools and features that support a variety of law firm goals. But adopting every single feature and process at once can lead to confusion, burnout, and feeling overwhelmed.
Instead, approach your legal CRM as a way to address your law firm’s specific needs.
Are you looking to…
Once you identify the precise issues you want to solve, prioritize them based on the most pressing needs. Pinpoint which features can help you meet these goals and map out a plan.
For example, if your priority is building a stronger referral program, you can use your CRM’s email marketing features to create a segmented email to your referral partners. For referrals from past clients, use email automations to send out referral requests following the conclusion of matters.
This strategic approach will improve firm-wide adoption—you’re actively solving a problem!—and provide an immediate ROI for your legal CRM investment.
New technologies will always require an adjustment period. Before you roll out the technology for your clients, give your team plenty of time to explore the legal CRM’s use cases and user interface. Invite users to attend training sessions hosted by the legal CRM’s support team.
CosmoLex also provides tailored training sessions to ensure that your team has everything they need to take full advantage of the software.
Don’t leave training to the adoption phase, though.
Legal CRMs often provide software updates to provide improved security, new features, and other changes based on user feedback. Consider appointing a CRM champion in your firm who can lead team members through any new updates or features as they arise.
Additionally, many firms may experience high rates of initial adoption, but best practices may fall to the wayside over time. Organize a monthly or quarterly review for your team to discuss what is going well and what standard operating procedures should be adjusted or reinforced to achieve optimized ROI from your legal CRM.
CosmoLex’s suite of practice management software has the tools you need to improve your law firm’s efficiency and profitability. From legal CRMs and custom-built websites to billing and accounting software, CosmoLex makes it easier than ever to build a productive, streamlined legal practice.
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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.
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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