CRM for Small Law Firms

The whole point of customer relationship management (CRM) software is to manage the experience that clients have with your law firm. And, if you think about it, an awesome client experience is really what most small and solo law firms are already known for! 

But is the software really worth it? Well, yeah! We sure think so. 

Although small law firms handle less volume than bigger firms, they might actually benefit the most from CRM software. CRMs typically come loaded with all kinds of digital tools that streamline, personalize, and improve the relationships you build with your clients. So, in a nutshell, it supports you as you capitalize and expand on what you already do well—and that’s the kind of strategy that gives you an edge over your competition.

Still not sure if a CRM is right for you? Keep reading below to see exactly how and why small law firms are absolutely KILLING IT with CRM software. 

Already a marketing-automation enthusiast, but looking for something better? Don’t forget these three CRUCIAL things when you upgrade your law firm CRM software

Short on Staff? Law Firm CRM Software Is Like Another Employee

Small and solo law firms often find themselves running with a skeleton crew. They employ less staff, or their attorneys might even be doing everything themselves. We all know how hard it is to be an attorney, a business owner, and a marketer all by yourself. And that’s exactly why a little bit of software can make a HUGE difference.  

When you have a CRM, it’s like having an extra employee in the office that takes charge of new leads, collects contact information, and notifies you that people are coming in. It sends email sequences right on time, to the right people. And it solicits feedback that keeps you on the right track with your clients and referral sources. 

Just like a well-trained employee, a well-trained CRM can carry out the tasks you know you need to do—exactly the way you want them to happen. And, if your ideas don’t work out the way you’d hoped, it’s easy to make on-the-fly adjustments that will make it all work better.  

Imagine what you could do with just one employee that is dedicated to improving your relationships with clients and referral sources. Now, imagine that employee is working for you 24 hours a day, 7 days a week, and never takes a day off. 

That’s the power of a great CRM!

Leads Getting Lost in the Shuffle? Law Firm CRM Software Puts Them Right in Front of You

There’s no doubt that an excellent, personalized client experience is one of the biggest selling points for small law firms. But that’s pretty tough to keep up consistently, especially as your law firm grows. Leads slip through the cracks. Promising contacts fall off because they don’t hear from you and don’t get the follow-up communication they need to make a real hiring decision. It can be a big mess, even when you have the best intentions. 

And, yes. CRM software notifies you of the leads that come in, leaving fewer contacts hanging. That alone can be a big relief for a small but busy law firm. But CRM software also does a whole lot more to keep you engaged with great leads.  

CRM software is all about managing and nurturing your leads and contacts. You can easily create, edit, import, and export your contact list—no matter how big or small. It’s easy to update contact information, tag contacts, and create groups without the need to maintain separate lists. 

So, you want to send an email blast only to past clients? No problem. You want to send an email blast to everyone BUT your past clients? Also, no problem. 

With custom email templates and automatic scheduling, you know your email sequences, blasts, and campaigns are going to the right people at the right time. So, ultimately, a great CRM saves you time and automatically keeps you top of mind with the people that matter most. It reduces redundancy and “busy work,” so it improves your overall efficiency. You know when you have a lead. You know that lead is already getting emails that educate them and introduce them to your law firm. You can rest assured that each new contact is funneled in the right direction, and you don’t have to write every email or make a personal call to keep it all going. 

And that’s really the beauty of it. CRM software takes a lot of the work off your plate in the background while making you look like a total pro to your existing clients, referral sources, and potential clients.

Not Sure If CRM Software Is for You? Track Your Performance and See for Yourself

Our CRM is backed by all the power of DSS, so you never have to wonder if your investment in a CRM is worth it. Instead, you can track it for yourself! 

You can track your leads and monitor your performance, all from the same place. You can easily see the number of opens, opt-outs, and clicks from your email campaigns, and you have access to other tools that give you essential insight into what’s working best for your practice. 

And, even more importantly, the DSS CRM makes it simple to create and deploy customer feedback campaigns. All the numbers and data aside, that genuine feedback from your actual clients might be the best and most important indicator of success you can get. 

Find Marketing Automation Software That Makes You Even Better at What You Do

Ultimately, great CRM software streamlines contacts, communication, and client acquisition, while helping you manage the relationships you build with your clients and contacts. It’s a little thing that can boost small law firms, build up their relationships, and grow them into bigger firms. And it can do it all with less juggling, less stress, and fewer new leads getting lost in the mix.  

Are You Considering Adding Marketing Automation Software To Your Law Firm or Medical Practice Strategy?

If you feel you're missing out on your share of leads for your law firm or medical practice there's a good chance you are. The good news is Foster Web Marketing is here to help! Please contact us online or call our office directly at 888.866.0939 to schedule your free consultation with our experienced marketing team. We've been helping clients throughout the United States and internationally since 1998 and are confident we can help you not only reach, but exceed your goals.

Tom Foster
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Founder|Owner, Speaker, Creator of DSS, World of Marketing Podcast Host, EOS Implementor