Powerful Law Firm CRM Software

Legal CRM software helps small law firms streamline various tasks. In particular, legal CRM makes it easier for firms to do the following:

• Collect intake information via intake forms

• Organize lead information

• Sign retainer agreements

• Schedule consultations and appointment reminders

• Assign and manage tasks to team members

• Centralize client communications via email and text

Overall, legal CRM software can help you build and enhance relationships with clients effortlessly with automation that improves client intake and communication. With law firm CRM tools, you can save time on client intake management and onboarding to stay on top of your pipeline and gain visibility into your legal analytics.

More than 78% of law firms rely on CRM software to streamline client communications and boost organization.

MyCase’s legal CRM software easily integrates with your law firm’s existing website and marketing tools to enhance—and streamline—your marketing efforts. Once signed up, the MyCase Team does all of the heavy lifting so you can focus on what matters most: being great for your clients.

Attorneys, firm owners, administrative teams, support staff—anyone at a practice can benefit from legal CRM software because it’s designed to streamline firm processes and client communications.

A legal CRM streamlines and automates various tasks to build and enhance client relationships. From tracking leads and collecting intake to generating contact reports and segmenting client groups, law firm CRM features help firms optimize client management.

Our law firm CRM allows you to generate and track leads and customize pipeline stages to match your process. By identifying qualified leads, you can boost your firm’s bottom line and onboard clients who are well-aligned with the services your firm has to offer.

Once signed up, our CRM software can help your firm assign tasks, set reminders, and create appointments seamlessly. In addition, you can improve your customer relationship management process by using features like built-in text messaging to stay in touch and get real-time updates.

Legal CRM software reduces bottlenecks during the follow-up process to help you turn more prospects into paying clients. Additionally, you can track everything from first to last contact in a centralized location and organize clients based on the pipeline stage.

CRM software for law firms can streamline internal and external processes and client communication. MyCase’s CRM for lawyers helps more than 16,000 law firms nationwide reach stability and financial security by setting up successful processes, improving their operations through automation, and reducing errors. Additionally, we’ve helped them build relationships with clients while making data-driven business decisions with real-time legal analytics and reports.

Legal CRM also integrates with marketing tools, such as email marketing software, to help segment groups for emailing, notifications, and personal messages to make marketing easier and more efficient for busy lawyers.

Manual tracking is time-consuming and could cost your law firm money. Using spreadsheets or tracking email conversations means using inefficient manual data entry prone to human error and mistakes. With CRM software, all your client communications, leads, and important client information is centralized in one location to help you convert prospects into clients. Rather than relying on manual entry, shared and accurate data can be populated across deliverables such as invoices, documents, and contacts to ensure consistency through the intake process and beyond.

With MyCase CRM, you can review past conversations to ensure you understand a prospect’s needs and can convince them why you’re the right law firm for their legal needs. Meanwhile, you can review progress to identify bottlenecks in your onboarding process to help prospects move through your pipeline more efficiently.

CRM for lawyers makes tracking customer engagement and prospects easier throughout the pipeline. With MyCase legal CRM, you can track a lead from prospect to client and manage leads as they progress through the pipeline while customizing experiences to match your unique intake process. Additionally, you can use built-in text messaging to communicate with prospective clients, send reminders, and follow up with clients.

MyCase offers an easy-to-use platform for law firms of all sizes. You can easily integrate a new legal CRM with your website and marketing tools, including Mailchimp, for enhanced marketing campaigns. Additionally, you can include a CRM for attorneys in your web design to enhance the overall user experience and easily track form submissions and prospect contact information.