CRMs are a must-have for law firms. They are designed to streamline day-to-day operations, maximize efficiency, and keep your team organized during the busy workweek. CRMs for attorneys also make it easier to track client communication, schedule appointments, and improve client relationships. With a CRM, you can get more time to focus on making court decisions, building cases, and preparing legal documents.
If you don’t have a CRM, you risk losing business to your competitors or negatively impacting your current customer relationships. In this article, we’ll talk through a few of the features of law firm CRM software you can look forward to. Here’s everything you need to know:
1. Manage Appointments
Managing appointments can get tricky, especially if you don’t have a receptionist or a personal assistant working around the clock. With CRM software for law firms, you can easily manage your day-to-day and your appointments.
Townsquare Interactive’s integrated calendar feature offers 24/7 accessibility. So, if a client needs to make a last-minute appointment in the middle of the night, they can do so without disrupting your team. Our platform also has automated reminders and emails to remind your customers and team about upcoming appointments.
Once you have our law firm CRM software set up, your team will get time back in their day to focus on personalizing client communication and preparing for the appointments they have scheduled for the week.
2. Enable Instant Booking on Website
Tired of playing phone tag with your clients or sending countless back-and-forth emails? With law firm CRM software, you can integrate appointment scheduling directly onto your website. So you can direct your current customers to schedule an appointment or let prospects set up a consultation on their own time. This feature will streamline the scheduling process while improving the customer experience. Once they set up a meeting, it will instantly show on your team’s calendar.
With our CRM for attorneys, we make it easier for clients to reschedule and cancel their appointments. This will help eliminate the number of no-shows and ensure your team’s calendar is up to date.
3. Manage Email Communication
With legal CRM software, you can easily track all email communication in one place. You won’t need to worry about emails getting lost in spam or other team members forgetting to respond. Everything can easily be viewed inside the customer profile, so you’ll know how to reply or move forward with the client. This feature will help you build rapport with your customers and improve the customer experience.
Once you’re set up with a CRM for attorneys like Townsquare Interactive, you can easily keep your client’s information organized in one place. The platform will act as a single source of truth for all of your client data, communication, and important information. After you get set up, you can improve your customer management practices and streamline the communication workflow.
4. Easily Access Customer Information
Keeping track of your current clients, leads, and prospects is nearly impossible without CRM software for law firms. If you’re still using spreadsheets to track your customer information, you may lose out on big opportunities, forget to reply, or have trouble scaling your business in the future.
With CRM software, all your customer information is in one easy-to-access place. You don’t need to worry about sifting through emails to send an invoice or forgetting where you wrote down their phone number on a sticky note. This feature will make it easier to grow your company and help your team better manage their day-to-day.
5. Send Invoices and Payments
Your accounting team can also benefit from using a CRM. When it comes time to invoice clients for your time and services, you can easily send invoices or receive payments all in one platform. This will make it easier to know which customers are up to date on payments and which ones you need to nudge to pay their bills.
Townsquare Interactive’s estimated invoice and billing system offers a user-friendly interface. We also have an integrated payment gateway to securely receive credit card payments through the client portal. Once you set it up, you can review the transactional history for each client and track communication records in one place.
6. Create Emails or SMS Marketing Campaigns
The best way to grow your law firm is to market your services to your target audience. With legal CRM software like Townsquare Interactive, you can create, schedule, and send marketing campaigns to your target audience. Our platform makes it easy to develop compelling SMS and email content. You can also automate your emails and SMS communication so you can focus on other projects and tasks.
7. View Marketing Performance
When investing in legal CRM software, you’ll want to look for data and analytic tools as well. With software like Townsquare Interactive, you can easily track your digital marketing initiatives in one place. With this data, you can see what paid ads, emails, or SMS messages are working the best. You can use this information to fine-tune your approach to marketing initiatives.
Explore Townsquare Interactive’s CRM for Attorneys
A CRM is a must-have for any law firm that wants to maintain its competitive edge and grow its business in the future. At Townsquare Interactive, we make it easy to track client communication, send invoices, and schedule appointments all in one place with our business management platform.
Our platform is accessible through phone and desktop, so you can take your company on the go, wherever you need to. Once you are set up with our CRM for attorneys, you’ll have access to everything you need to run your business at your fingertips. Contact us today to get started.