What is a CRM System in a Law Firm?

Published on December 20, 2022
4 minute read
<a href='https://www.lawmatics.com/blog/author/sarah/'>Sarah Bottorff</a>
Written by Sarah Bottorff

A CRM, or customer relationship management system, is a software program that helps businesses manage customer interactions. When you don't have a CRM, it's easy for client information to get lost in the shuffle. Paper files can be misfiled or misplaced, and essential emails can slip through the cracks, leading to frustration as your team scrambles to track down the necessary information.

A CRM for law firms can help avoid these frustrating situations by keeping your client information in one central location. Your team can always find what they need when they need it.

Why do law firms need CRM?

At its most basic, a legal CRM is a tool to help you manage your interactions with both your potential clients and current clients. But a good CRM does much more than that. It can help you automate client engagement, streamline your intake process, and keep your client data up to date.

Software for client relationship management (CRM) enables attorneys to manage business development activities, including the client intake process, track tasks, and deadlines, and remind users of upcoming appointments. In addition, a CRM system can help generate reports which can be used to track progress and identify areas for improvement.

Read more about law firm CRMs: 

Does the size of a law firm matter when considering a CRM?

Ultimately, CRMs can benefit businesses of all sizes thanks to their ability to streamline operations and improve efficiency. 

  • For solo practitioners, CRMs can help manage and scale their law practice efficiently. 
  • For small law firms, CRMs can eliminate the busy work that keeps them from focusing on billable work and can help small firms scale their practice with a tech-driven approach. 
  • For midsize to large firms, CRMs can help deliver consistent, high-quality legal services at every step of the client journey while streamlining operations to accelerate growth.

Learn more about how a CRM can help your law firm:

What area of law needs a CRM?

In today's world, a CRM can benefit nearly any area of law. 

  • For estate planning, a CRM can help to elevate the client experience by keeping track of important details and deadlines. 
  • In family law, a CRM can help attorneys handle sensitive matters efficiently, tactfully, and with the organization. 
  • Personal injury lawyers can use a CRM to schedule appointments and stay on top of the necessary details of each matter. 
  • Criminal defense lawyers can use it to give every client the representation they deserve. 
  • And for immigration lawyers, a CRM can help to build trust with clients and automate tedious administrative tasks. 

No matter what area of law you practice, a CRM can help you to work more effectively and serve your clients better. 

Find out how a CRM can improve your legal practice: 

What are the types of CRMs?

There are four main types of CRMs: analytical, collaborative, operational, and strategic. 

  • Analytical CRMs focus on collecting and analyzing customer data to improve business performance. 
  • Collaborative CRMs help businesses improve communication and collaboration with customers.
  • Operational CRMs automate and streamline business processes. 
  • Strategic CRMs help firms develop long-term plans for managing customer relationships. 

Want to learn which type of CRM is best for your law firm? Read more:

Top 3 CRM features for law firms

When running a successful law firm, there are many moving parts, from keeping track of client communications to managing your pipeline. A good CRM can help you manage the numerous moving parts of your law firm, making it easier to run a successful business.

  1. Legal contact management will help you keep track of your clients in one central place so your team stays organized and up-to-date.
  2. Pipeline management tools can help you focus on prospective clients quickly, making the follow-up process more efficient. 
  3. Automating client engagement means you never drop the ball on lead follow-up and consistently provide value to your clients. 

Learn more about how these three things in place will set you up for success in running your law firm:

How to evaluate the best CRM for a law firm

With so many CRMs on the market, how should you choose the best one for your firm? Perhaps the most important factor to consider is whether the CRM will actually help you generate more business. After all, what good is a CRM if it doesn’t help you bring in more clients? To that end, you should look for a CRM that has features specifically designed to help law firms market themselves more effectively.

Another important consideration is the ease of use. We're not saying you aren't tech-savvy, but it's universally acknowledged that many lawyers are not particularly tech-savvy, so it’s essential to choose a CRM that is easy to implement and use daily. So look for a user-friendly CRM with a responsive client support team that offers training, enabling even the most technophobic lawyer to get up and running quickly and easily.

Finally, you should consider whether the CRM will simplify your technology stack or add another piece of software to an already complex setup. If you’re already using a case management system and an accounting system, for example, you’ll want to make sure that the CRM you choose integrates seamlessly with both of those systems.

Continue the conversation with Lawmatics

A CRM is a must for any law firm looking to manage and improve its business. At the very least, every law firm should use CRM software to keep track of client information, communications, and case history. 

However, not all CRMs are created equal. There are many different features available in various CRMs, so you must find one that fits the specific needs of your law firm. We can help you do that – schedule a demo with us today to see how our CRM software can benefit your practice. 

Sarah Bottorff

Sarah is the Head of Growth at Lawmatics, the #1 attorney-client relationship management platform that provides law firms with client intake, CRM, and marketing automation. She has over 18 years of marketing and sales experience and has a proven track record of building brands and driving growth at companies like MyCase, Smokeball, CJ Affiliate, Johnson & Johnson, and FastSpring.
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