CRM for law firms and lawyers

Legal services are required for absolutely all companies, and many prefer to order them outsourced. The competition in this market is very high, so the heads of law firms have not only to deal directly with law, but also to solve the problem of attracting, retaining and returning clients. CRM for lawyers will help in this – a system that allows you to optimize relationships with clients and establish business processes in the company.

AVADA MEDIA develops CRM-systems taking into account the needs and scope of the client, we take into account all your wishes and offer only the amount of functionality that is necessary for you.

If your volumes are growing, and working with clients is the old fashioned way, problems arise due to the human factor. Someone did not record important information, someone fell ill or quit – CRM allows you to store all the data in a convenient form in a single database, so that important information is always at hand.

It is also time to think about implementing CRM if you do not notice a significant return on funds invested in advertising campaigns. Or, on the contrary, there are results, and clients come to you, but there is no one to deal with them. Thanks to analytics tools, the system will help identify “bottlenecks” in your business and eliminate them by establishing business processes and implementing KPI.

With the help of such a system, your manager will be able to receive and process incoming client requests as quickly as possible, redirecting them to those lawyers who specialize in this matter. The client’s first appeal is the moment a new account is entered into the database, after which the lawyer who leads the client will be able to supplement and make changes to the records, attach documents, mark meetings and appeals. Now, even if your lawyer quits, the transfer of cases will not be a problem: it will be enough for a new employee to examine the account in the database.

All accounts are structured, access to them can be organized not only for lawyers, but also for sales managers, marketers. Each category of employees can be assigned a special access level, which is very important for maintaining the confidentiality of legal information. In the same database, records of telephone conversations with the client are stored – for this purpose it is easy to connect IP-telephony.

For marketers, the customer database is of interest as a data source for the automation of e-mail and sms-mailings, calls, etc. Due to the possibility of dividing all customers into categories according to any criteria, targeting ads with CRM becomes a simple task and allows you to reduce many routine operations.

The same applies to your lawyers. The storage of all data and scanned copies in electronic form reduces the need to search for paper documents in the archive. Thanks to this, the speed of processing client requests will increase significantly – as well as the quality of work of lawyers. This, in turn, will lead to increased customer satisfaction and their repeated appeals, as well as to an increase in the client base due to recommendations.

CRM can be integrated with various messengers, so that all correspondence is also stored in the database. All communication tools will also be available in one interface. In addition, integration with the site of your law firm will allow customers to leave a request right when they switch from the site. Marketers will appreciate the integration with Google Analytics, making evaluating ad campaigns easier.

The CRM functionality can be significantly expanded by adding new plugins after its implementation – this will not affect the database. For example, if necessary, we can develop a mobile application that will allow some functions to be performed from a smartphone in a convenient interface. This can be useful when planning meetings and trials outside the office, on business trips, etc.

Of no less importance will be the opportunity to organize a knowledge bank in the system, in which you can store the regulatory framework and all the cases of your company, organizing quick access to them for all employees. Significantly increases the control of the business by the owner. With CRM, you can track the work of the office and each employee, even while in another country. Financial issues — such as payroll and bonuses, customer benefits and cash flows — can also be monitored using CRM.

If you are thinking about how to increase the efficiency of your law firm, please contact AVADA MEDIA – we will think through and implement the CRM that is ideal for your business.