Top 5 Things To Consider When Selecting A CRM For Law Firms

Linda Morrect

Top 5 Things To Consider When Selecting A CRM For Law Firms

CRMs have become a standard in business. Whether you’re a huge company with thousands of employees or a small firm, an estimated 90% of organizations with more than 10 people now use CRM in business.

Law firms are no different. You must manage your leads, their information, communication details, and more. Without the features of a CRM, you’re stuck doing this manually in a system that may not be efficient.

But how do you choose a CRM for law firms that gets results? Here are five things to consider when choosing yours.

1. Examine the Features

The first thing to look for in a CRM is its features. There are many product offerings, and many of them offer unique experiences.

The legal CRM features you’ll need will depend on your needs. Some options offer unique features, such as law firm marketing, so consider your daily tasks and if your CRM can help make those tasks more manageable.

2. Look at Pricing

The chances are that you’ll pay monthly or yearly for your CRM. That makes the legal CRM price a big concern when making your choice. Look at the base features available when seeing how much a CRM costs.

Some companies offer a single price for all features; others charge that price per team member. In other cases, you’ll find pricing based on the features in your plan.

Find a pricing structure that works for you and will allow you to scale in the future.

3. Find Integrations

The great thing about software today is that you have tons of integrations. You connect software to facilitate data transfer and extra functionality.

Consider your other applications and the legal CRM compatibility of your options. As an example, say you have appointment setting software for law firms. See if your CRM software will connect to it to automate calendar entries and appointment tracking.

4. Use the Trial

Most software products today have free trials. It costs little for providers to offer them, so they let leads try the products for a few days to a few weeks to see what the software can do.

Take advantage of this before you commit to a CRM product. Explore all the features you expect to use to see how well they work and their usability.

5. Search for Customer Feedback

Many CRM products have great features but aren’t a good fit for many companies. From the lack of important features, like law firm appointment setting, to poor customer service, you may not get the full picture without external feedback.

Search for reviews online and from your network. Other lawyers can fill you in on the missing details to help you make a more informed choice.

Choose a CRM for Law Firms Carefully

Your CRM is your central repository that helps you manage client information. It tells you who your clients are, what they expect from you, and your past interactions.

Without CRM for law firms, you’re stuck managing information manually in a makeshift solution. Don’t hesitate to subscribe to a CRM solution to simplify data management.

Do you want to learn more about finding and managing legal leads? Learn more about growing your law firm by checking out the blog.

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