Why Should Lawyers Manage Their Client Relationships?
Busy lawyers deal with a lot of information. The paperless office is, in many ways, a pipe dream for legal professionals. Data organization and data collection is an important element of relationship management and business development. If lawyers better manage their client relationships and the associated information, they’ll benefit from happier customers, repeat business, and referrals. The right client relationship management techniques will also give busy law firms something that they all can all use more of --- more time in the day. Manually managing all your relationships is tedious and it can leave room for errors and omissions. That’s why lawyers should consider leveraging simple CRM software in their practice. This can work well for lawyers who work alone as well as for law firms with several lawyers, paralegals, clerks, and administrative staff members.
What is CRM software?
CRM is customer relationship management. CRM software is a customer relationship management tool that helps you effectively manage your business relationships. CRM software is used in many businesses and can benefit anyone who has even one customer, let alone a large portfolio of existing and past clients. Not only does the right CRM software help you with the logistics of managing your client relationships and your caseload but it also helps you manage leads as well as let you extract data to help you analyze relationships, your pipeline, your success rate with leads and clients, and so on. The right CRM software for lawyers will let you collaborate with other people in your law firm, as well. This is a time saving feature that can help you delegate to team members and communicate important information about cases, increasing cross-functional team efficacy. Having key information at your fingertips will help you better serve clients and provides a tool for gathering internal business intelligence. That business intelligence can help you plan, improve, market, and so on.
How can CRM software for lawyers grow your firm?
CRM software can help lawyers more effectively manage client relationships via automated contact management and progress tracking. The right CRM software will be easy to use and will offer robust features including the ability to attach documentation to specific client profiles. You can use it for business development, for following up on leads, for helping you stay in touch with clients, and for sharing information and tasks within your firm. Keeping track of your customers in this way can also help you gather valuable relationship intelligence and data mining. Tracking key pieces of information can be very valuable to you later on from a marketing strategy and case study perspective. Having a dashboard view of your current case load as well as the ability to see historical information quickly and easily can make a big difference to your productivity levels. It takes just a few keystrokes and a matter of dragging and dropping to continually keep your dashboard current and those few keystrokes can result in an exponential amount of streamlining.
Start managing your client relationships today.
Zendesk Sell offers a secure way to manage legal client relationships and cases. You can access it from anywhere, share information, and extract historical info into analytics reports that help you continually improve the profitability of your firm. It is 100% free and you can see what it can do for your law firm within minutes.