The #1 Legal Marketing Automation Software to Help Law Firms of Any Size

Let’s face it: Rolodexes and spreadsheets aren’t enough anymore. Law firms are busy, and so are clients. Lawyers need tools that will help do the heavy lifting of growing a law firm while still building personal relationships with clients. When implemented well, a CRM helps you nurture your law firm's client relationships while reducing the amount of administrative work that goes into relationship management. A legal CRM platform gives you the ability to: Track prospective clients as they move through your sales pipeline Provide an efficient and personalized onboarding experience Facilitate client matters and build positive client relationships with automated marketing, client follow-up, and even document management

Your legal CRM can potentially be used by almost any team member, from attorneys to administrative staff to marketing and finance departments. That’s because CRMs perform lots of valuable functions for your firm—and each of those functions is designed to help each team member do their job more efficiently. Paralegals: Schedule appointments, manage documents, and send files for e-signatures Attorneys: Track the status of clients throughout the sales pipeline, build client intake forms that can identify qualified leads, assign tasks to other attorneys and staff members Marketing: Identify target audiences and practice areas for marketing or develop drip campaigns to nurture leads Partners and firm owners: Run business intelligence reports to gather revenue insights and make data-driven decisions about growing your firm

CRM platforms come with a lot of features, but which ones are going to change the way your law firm does business, and which ones are going to be a waste of time? The first thing you need to consider is how user-friendly the platform is. Is the interface and user experience intuitive? Can you accomplish your tasks within one to two clicks? A CRM that promises rich features won’t do your firm any good if the features are buried underneath multiple click-throughs. You should also look for a CRM that can be customized to your law firm, its practice areas, its clients, and what your attorneys need to be successful. This varies from firm to firm but can include tailoring intake forms to practice areas, automated response messages and timelines, drip campaigns for your marketing, and many other things.

When choosing a CRM for your law firm, you have two general options: An industry-agnostic CRM or an industry-specific CRM (in this case, a legal-specific one). While it’s possible for your law firm to use an industry-agnostic CRM, a legal-specific CRM will deliver better results, and faster. A legal CRM supports a law firm’s unique operations and workflows, so you won’t need to struggle to implement an industry-agnostic CRM’s generic workflows and tasks. For example, a legal-specific CRM will provide access to client intake forms and processes that make it quick and easy to ask the questions that lawyers need answered. Law firms also have other legal-specific software as part of their tech stacks. Whether it’s time-tracking software, file-sharing platforms, or record and document management tools, a legal CRM can integrate with them without a third-party service. Last, but definitely not least, law firms operate under strict compliance regulations, making it critical for any legal marketing and communications to adhere to industry guidelines