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Making the case for why attorneys need a CRM.


1) An Important Tool

Customer relationship management software today serves the needs of many businesses. Just like other professionals, attorneys often find themselves promoting their services in competitive conditions. A well-designed CRM program can help give your firm the unique advantages required to effectively meet client expectations. Just consider five reasons why law firms use these programs today:

2) Never Forget a Name

A great CRM software program helps everyone in the office recognize clients and treat them as individuals. As they interact with a large number of people during the day, successful law firms still strive to furnish tailored, friendly attention to each client. By relying on a well-designed CRM software program, everyone in your office will possess the ability to deal with your customers and their unique concerns more effectively.

3) Maintain Accurate Time Management Records

Few things annoy clients as much as attorneys who fail to record their time records accurately and in detail. Everyone encounters unexpected interruptions at work. If a lawyer happens to field several telephone calls in succession, a risk exists that the particulars of the calls won’t get recorded entirely. Embarrassing mistakes occur when a busy legal practitioner forgets that a 45-minute call did not extend for a full hour for billing purposes. You won’t need to worry about those logging details when you use a reliable CRM programs because you’ll find the information right at your fingertips.

4) Monitor Time Effectively As You Speak With Clients

Efficient Customer Relationship Management software programs today provide a vital tool for effective attorney time management, too. The best programs contain a clock feature, enabling a speaker to determine immediately how long a conversation with a particular caller has continued. If someone needs to move the discussion along faster due to other pressing commitments, the time display enables the attorney to insert tactful verbal cues to help keep appointment schedules flowing on time.

5) Reduce Support Services

The best CRM program will allow the firm’s employees to reduce their reliance upon costly support services. Instead of depending upon a secretary for routine scheduling services, for instance, an attorney can rely on the program for this function. Schedule meetings and appointments from remote locations seamlessly. This aspect of the use of CRM software may prove especially valuable for small or solo practices.

Bonus Reason #1) Automated Record Keeping

Automated record keeping features in CRM software programs enable many law firms to allocate attorney resources more effectively by enabling immediate real-time case updating. Everyone in the office can determine the status of the file at a glance, without having to rely upon extensive manual case updates. Additionally, the CRM software will automate many other features that currently waste valuable attorney time, ensuring greater overall file processing efficiencies.

Bonus Reson #2) A Smart Investment

By choosing attorney CRM software wisely, legal practitioners significantly benefit their clients and themselves. These types of programs have become essential for the smooth operation of leading law firms.

If your firm is not using a CRM its time that you start. If you need help making a decision don’t hesitate to contact us!

Trey Markel

Trey Markel is the VP of Sales & Marketing and was one of the first three employees hired at Centrex Software when it was founded back in 2008. Trey has spent his entire career in FinTech and helping business owners solve simple and complex problems with software and technology. Trey has a bachelor of science degree in business administration from University of the Pacific.

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