Before investing in a law firm CRM, you need to figure out what are your goals are and how a CRM may take your growth that one step further. Without some form of a plan, you’re going to struggle with a clear direction of what you need to focus on, as well as analyse efforts and track results.
In this step of determining when or if you need a CRM, here are some questions to ask yourself:
- Has my team grown and we need a better system to operate effectively and efficiently?
- Am I sending more or too much of my valuable time on spreadsheets and client data management?
- Do I have more data now and it’s continuing to get more complex and bigger?
- Am I missing opportunities or failing to notice leaky buckets in my BD funnels?
Whether you’re venturing off from partners or fresh out of law school, every new law firm needs the same two tools to compete in today’s market: the right software and the right processes.
For every bar complaint made by clients about lack of communication from their attorney, there is a firm creating a seamless and high-touch experience without doing any heavy lifting.
The CRM features of many generalised contact management software such as Microsoft Outlook, are advance… but they are not designed to meet the needs of law firm practices. As much customisation as you try, this kind of software will never comprehend the requirements of your firm.
These generic systems don’t offer a solution. There is perhaps a couple, such as LexisNexis InteraAction, that exists as a legal-specific application, however, it is priced for the large firms (aka. it’s really expensive).
With a law firm CRM solution such as NEXL, you get a cost-effective, legal-specific platform that addresses your needs.
A real advantage of a CRM like NEXL, is that it is web-based software, not desktop-server based. This means you can skip the lengthy installations, upgrades, avoid more crashed and can remotely access your key information from your laptop, phone, work computer – any device, anywhere!
The delivery of attorney-client relationships are evolving, and so too, are lawyer’s professional networks as they increasingly move online. Particularly given the current climate, cementing relationships and building strong ones is important to maximise your firm’s growth, now and in the future.
These are just a few, but if you find you’re in this boat and your spreadsheets are no longer doing the hard work for you, then it’s time to take the switch to a CRM that will be able to take away some of the manual work and provide you with richer data.
If you’re interested in a comprehensive CRM solution tailored for law firms, get in touch and get your free demo by visiting our website.