A legal CRM is for client relationship management. Its purpose is to help law firms manage and engage clients by keeping track of critical information about them. From who they are to how they found about their law firm, to whether they’ve been followed up with since they initially made contact—a legal CRM serves as the “brain” of a legal practice, tracking each lead and client through their journey. 

Its ultimate purpose is to manage the client intake process for attorneys by attracting, delighting and retaining clients while lawyers focus on practicing law. The end result is more repeat business and increased client referrals, boosting a law firm’s revenue.

A legal CRM software automates and streamlines tasks that would otherwise require tedious manual processes and time lost. Regardless of their practice area, most lawyers spend a large portion of their workweek on menial administrative tasks which are an inevitable part of running a practice. 

A CRM for attorneys handles these tasks so that lawyers can focus their attention towards their paying clients instead of tasks like data entry. The best legal CRM software on the market is Lawmatics which automates client follow ups, email workflows, appointment scheduling, legal documents, extracting information from client intake forms, and more.

Regardless of whether you’re a small firm or a mid to large size firm, a lot goes into keeping a practice running. From answering lead inquiries to following up with emails to marketing your law firm to attract new clients, it’s easy to lose a considerable amount of your work day on administrative work instead of practicing clients. 

With so much to keep track of, at some point many attorneys are forced to make the impossible choice between keeping up with everything it takes to keep their firm running to paying attention to their clients. The end result is low client satisfaction, poor reviews, disappointing conversion rates, a chaotic practice and lost revenue. 

A legal CRM takes the headache out of client management tasks like follow up, entering clients data, generating complex legal documents, lengthy back and forths for appointment scheduling, and marketing your firm. Lawmatics legal CRM does all of the menial work for you so that you can focus your energy where it matters most—your clients. It’s as simple as signing up for a free demo and seeing how Lawmatics can help you take your law firm to the next level.

CRM is an abbreviation for customer or client relationship management tool. It is used in a wide variety of industries looking to maintain a centralized database of leads and clients, however in the legal field it is referred to as a legal CRM.