As the services of professional law firms become more and more requested, legal professionals are faced with the challenge of managing a growing client portfolio. Without a doubt, becoming an authority in the field is very rewarding, but at the same time this increasing influx of clients can slow down daily operations, leading to a lack of organization. To take advantage of the high number of clients without turning the work day into a hassle, you need special CRM for law firms. This has a series of features that streamline processes and automate tasks so that the office becomes more organized and data is easier to find. Although CRM for general applications remains good investments, it’s advisable to get CRM for law firms specifically, because it addresses the particular needs of legal practice management. Look at this to find out how legal CRM can benefit you:
Streamline processes in your legal practice
A successful legal practice has to deal with many daily processes, but forget about the times when you had to do everything on papers. Thanks to cutting-edge CRM such as bpm’online, LegalTrek and Base, management becomes easier. CRM for law firms can be integrated with services you already use, such as Google Drive and Microsoft Outlook, making it easier for you to gather all the data in one place. You will get reports of all company activities and employee tasks, which means that strategic decisions will be easier to take. And, deadlines being the biggest challenge of law firms, CRM helps you keep track of every activity and receive reminders as the deadline is getting closer.
An easy way to keep track of your finances
Without accurate and efficient financial management, even the most successful legal practice will ultimately fail, which is why you shouldn’t doubt the importance of an automated tool that helps you with billing and financial performance. Thanks to legal CRM, the accounting department will have easier access to data about job costs, credit balance and contracts. Moreover, the CRM will create invoices for you. Read this article to learn more about the financial benefits that CRM software can bring for law firms.
What about case management?
Although processes and cases have a few things in common, they should not be managed the same way. Cases are more complex and complicated than cases, they might involve more than one person and they could sometimes require strategic conflict resolution. Don’t let data be lost and handled by unauthorized personnel. Increase efficiency by using a CRM that has case management features.
Stay organized with document management features
Documents are a major nuisance in all fields of activity, but law firms face the biggest challenges because of this. First of all, because they can’t keep only physical copies, so they need to digitalize contracts, invoices and client documents. Second of all, because even in digital form, documents still are very hard to manage. This is where legal CRM comes in. With just a few clicks, you can find any document in your digital archive by using search filters. And, because documents are stored in the cloud, you can easily restore them even after someone deletes them by accident. In CRM, you can set permissions for different documents or create access groups if more staff members need to work with a file.
Sales & Marketing features
Don’t be surprised if after implementing CRM your schedule will clear up and you will be able to take on more clients. CRM can help you with that as well, because it has sales and marketing features. For example, you can use it to launch marketing campaigns or contact leads via multiple channels.