What is CRM?
If you’re reading this, there’s a good chance you’re already pretty familiar with what CRM stands for; customer relationship management. But if you’re not, here’s the explanation: it’s a system that helps your law firm keep track of all its clients and their information in one place. And while that may not sound like an exciting prospect, it can be incredibly helpful for managing client communications and activities.
Before you delve deeper into this article, we suggest you read our blog post about CRM for lawyers first.
How to make your law practice more efficient
You can use CRM to keep track of all the communications and activities that happen in your law practice, from client contact to billing. This will help you stay on top of what’s happening with each client and ensure they’re getting the best possible service.
CRM systems are also great for making sure you take advantage of opportunities for new business. By keeping track of who has contacted you or used your services in the past, CRM helps you identify potential clients who might need legal help right now.
Finally, many CRM systems allow users to create custom fields that can be used as tags on various pieces of information within their database (such as case files). These tags allow users to access all kinds of useful data about their cases without having to dig through piles upon piles of paperwork every time they need something specific from one case file over another.
Your clients are your Number One priority!
You are a lawyer, and you have a job because of your clients. Your clients are the lifeblood of your firm, but they don’t just magically show up on their own. You need to take care of them and make sure they feel appreciated.
You want them to be satisfied with the services you provide, so you can keep them coming back for more work later down the road. A CRM system can help you do this by keeping track of important information about each client and reminding yourself when it’s time for follow-up activities like sending birthday cards or holiday gifts or even just checking in.
Be Proactive in reaching out to your clients
You don’t have to wait for your clients to contact you. You can reach out and let them know that their business is important and that you want to help them in any way possible. This can be as simple as an email or phone call, but it’s also OK if they prefer text messages or social media messaging apps like WhatsApp or Facebook Messenger.
Using CRM software will help keep track of all the activity on your end so that when a client does reach out with a question or concern, the right person gets notified right away so they can respond quickly with accurate information.
Always be available
You should always be available to answer questions or deal with issues that arise. Your clients will appreciate knowing that you’re there for them, no matter the situation.
But don’t take this to mean that you need to be on call 24/7 with your phone in hand and your laptop open at all times; if anything, this approach is likely to drive away clients who want something more personal from their service providers. Instead of trying (and failing) to be everywhere all at once, simply make sure that most days are covered by some sort of overlap between the hours when everyone else in the office is working and those when they aren’t. You can then use those free hours as an opportunity to focus on other tasks outside of client relations like legal research or writing briefs/contracts/etc.
If you don’t have the resources to grow your staff, it’s important to make sure that each member of your team is well-trained and knows what they’re doing. This can mean offering a training program for new hires or making sure all of your employees are up to speed on any changes in your company’s policies as well as any new technologies introduced.
One of the best ways to ensure that you’re getting value out of your employees is to make sure that they have access to the latest technology. This doesn’t necessarily mean buying new computers or upgrading your software; instead, it can mean introducing new tools like cloud storage or VoIP systems (which allow for more efficient communication between clients and employees).
Create a firm-wide team culture and a common goal
Team culture is a crucial part of any law firm’s success. It’s how you ensure that everyone is on the same page, working towards the same goal, and helping each other out when needed. A strong team culture can be a huge asset to your firm, especially if it helps to create an environment where clients feel comfortable coming back for more work down the road.
RunSensible CRM allows you to create teams within your organization so that every person is working together toward one common goal: client satisfaction! By creating these teams and assigning tasks accordingly, you’ll find yourself with happier clients who are more likely to refer others in their network because they know they’ll receive great service every time they come in contact with someone from another department in your company.
A CRM like RunSensible is an all-in-one service for law firms
CRM is an acronym for customer relationship management. It’s a tool that helps you manage your clients, team members, marketing activities, and workflow. A CRM like RunSensible can help you keep track of all the information about your clients and their cases in one place so you can focus on providing the service they deserve.
RunSensible is an all-in-one service for law firms because it includes:
- Client Relationship Management (CRM) software – Manage leads and files securely without having to worry about losing important documents or missing deadlines during intake calls
- VoIP (Voice over Internet Protocol) system – Easily make calls from anywhere with our easy-to-use app on any device including smartphones & laptops without worrying about long-distance charges or roaming fees.
- Intake Forms – Create customized templates that make it easy for new clients to fill out paperwork before meeting with an attorney (or even remotely).
- Legal Document Management – Store and organize your files digitally and create templates so you won’t have to rewrite every document. This will save you time and money because it eliminates the need for filing cabinets or storage space.
billing tracking is also included in the software so you can keep track of all the hours you’ve worked on a case and bill clients accordingly.
CRM helps you keep up with clients
A good CRM system for lawyers will help you stay on top of client communications and activities, so there’s no excuse for missing out on anything important. A good CRM system will allow you to track all of your firm’s contacts with each client, including emails, meetings, and phone calls. Keep an up-to-date calendar of upcoming meetings or events that are relevant to the case in question–so that everyone involved knows what needs to happen next! Track the progress of your cases from start to finish. Give you a place to store all of your important documents (e.g. signed contracts or settlement agreements), so that no work is lost and no information is leaked.
Conclusion
CRM systems are one of the most valuable tools you can use to manage your clients. They offer a number of benefits, including increased efficiency, better communication with clients and staff members, and more streamlined workflows. But perhaps most importantly, CRMs also give you peace of mind knowing that no matter what happens in your practice or personal life, there will always be someone there for you when you need them most.
FAQ
Where can I find a good legal CRM system?
There are dozens if not hundreds of CRM systems out there. However, not many are designed specifically for lawyers. Runsensible is our first suggestion since it has every feature we mentioned above.
How much does a legal CRM system cost?
Usually, the pricing of CRM systems starts at around 40 to 50 USD a month and goes up to 200 dollars.
Can CRM systems keep track of my working hours?
Absolutely! Runsensible can keep your data in a secure cloud-based environment, and helps you keep track of every second you spend on a task or a matter so that you can bill your client accordingly.
