What does a CRM do?
A CRM is the backbone for your legal business or department. It enables you to manage customer data and control sales journeys or processes. CRMs offer cloud-based business solutions and make running your business efficient and provides solutions to enable growth.
Why have a CRM?
A CRM is a vital part of any business and makes it possible for all of the following:
To store data relating clients and prospects
To record custom data relating to your product or service portfolio
To create custom reports
To record client interaction
To record client preferences
To automate client communication
To enable up-selling opportunities
Key features of a CRM
Case Tracking
Client Management
Prospect Engagement
Enhanced Security
Automated Communication
File and Document Sharing
Legal CRMs
There are a number of Legal CRM solutions and it depends what area of law you practice in. Here are some of the ones we have found
WillSuite
Clio
Advanced - Link Legal
Other CRMs
Other CRMs include:
Hubspot
Salesforce
Zoho
Common Scenario
One of things that we see is that small business owners don’t have a CRM in place at all. Instead they operate and run their business from an excel spreadsheet. This is obviously not advisable from a Legal Growth perspective. The principle reason being that someone looking to purchase your business will want to understand strengths and opportunities. Not having a CRM in place and working from a spreadsheet only demonstrates weaknesses and threats.
Even worse - many of the practitioners running their business from a spreadsheet won’t have backed it up and it won’t be encrypted (password protected) meaning serious data protection issues.
The Solution
We can help you implement a CRM system and record data that it is important to your business. Using the CRM you can enable growth and automate client communication. It will also enable you to get custom reports at your fingertips.
Book in a FREE consultation to discuss CRMs and how we can help you implement one within your business.