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Things to Consider with CRM Software for Law Firms

Law firms, like other businesses, are starting to realise that it’s no longer about marketing to the masses, but to individual prospective clients that you engage through a series of steps (lead magnets) and ultimately through the marketing lifecycle, convert into clients. This is where Law Firm CRM software can help! Here are some other things you may need to consider as well.

CRM Software for Law Firms

When legal practices consider Law Firm CRM Software they’re soon inundated with choice and soon realise that they need to be very clear about the objectives. Whilst there are plenty of choices, to date, there is no real Law Firm CRM software that is perfectly tailored to the legal industry.

In our experience with this type of software, we’ve invariably found that once a firm has identified its objectives, that a CRM may be a stretch and that their choice of what they need can be significantly scaled-down.

In considering whether your practice needs Law Firm CRM software, ask these questions:

  • What are we wanting to specifically achieve with a CRM?
  • What are the current gaps of software that we may use at the moment that we’re wanting Law Firm CRM software to fill?
  • What is our capacity to integrate new technology and deal with the inevitable teething issues?
  • Do we want the CRM to integrate with our practice management software?
  • Have we got a small team within the firm to champion the CRM cause?

Answering these questions will guide good decisions.

 

What are the Next Steps?

With that being done, if it is your intent to continue your search for Law Firm CRM software we can assist. It goes without saying that having one definitive platform that tracks, manages and nurtures prospective clients on the journey is pivotal.

In our experience in working with numerous CRMs we have found for our clients that having this software integrated into your marketing not only helps align and measure your key objectives, but it helps inform future marketing initiatives.

Depending upon your law firm’s objectives, it may be the case that a CRM with simplistic functionality will achieve the results your firm is wanting, for others, particularly those wanting a more sophisticated solution with heightened data, we recommend that you book a strategy session with us.

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