The 5 Steps to the CRM Process

Get the best results from your customer relationship management (CRM) software by using it intentionally. The CRM process transforms strangers into loyal clients by building high-quality relationships in five steps:

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Legal CRM

Scale your firm with a Legal CRM that organize your leads, prospects, and current clients while automating your processes and communications.

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Marketing Automation

Never miss a lead again with personalized automated texts and emails.

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Client Intake

Save time by eliminating redundant data entry while automating document assembly and custom forms.

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Dashboard Analytics

Create custom reports that highlight your most important KPIs and your best marketing sources.

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Streamline how your firm works with dozens of integrations with leading legal vendors.

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