CRM for a law agency

The legal industry has always been specific in terms of doing business. And in modern realities, the market can be classified as “special”. It is all about accurate time tracking and planning. However, we live in the business digitalization era, which means that the IT industry has a solution – customer relationship management for lawyers.

Competition in the legal market is quite high. It is no longer just about the perfect agency portfolio, but also about promoting the own brand to the masses. Not all agencies, especially those that have just entered the market, can afford to maintain their own staff of marketers and additional lawyers to distribute the workload.

If a CRM system is needed for a law agency? First of all, it is a powerful optimizer within the business. The system is able to take control of most processes. It also solves a typical problem for busy workflows – errors due to human being.

CRM processes a large amount of incoming data that a law firm deals with every day:

• incoming client requests;
• lawyers’ correspondence;
• contracts;
• documentation, resolutions, court decisions;
• calls, etc.

Lawyers and attorneys no longer need to switch between communication channels, accounts, or manually respond to all requests. CRM will record each request, organizing them in order of priority.

The CRM system for lawyers contains a wide range of functionality to improve the management of the company and client relations. The main ones are:

a CRM system automatically collects all requests from connected communication channels and organizes them;

• maintaining a client base and analyzing the quality of services;
• scheduling of meetings of lawyers and attorneys and reminders about them;
• time tracking: the system analyzes how long it takes a lawyer to handle one appeal;
• work with documents, receiving and sending documents automatically;
• storage of the archive, templates, and other files of the law agency.

CRM ensures that all firm data is protected. The owner can set up different levels of access for staff, as well as limit the types of documents to be used.

CRM for lawyers is a complex product that consists of a set of functional modules. Their number and type depends on the system. However, there is a certain set of modules that are mandatory for solving specific tasks of the company:

• client module: receiving requests, primary processing, user accounts;
• module for working with documents;
• task control module: assignment of work, control of execution, distribution of employment;
• scheduler: creating events, reminders, notifications to lawyers;
• financial module: salary, budget;
• analytics: analysis of the law agency’s activities, preparation of reports and dashboards.

In addition, each CRM should have a communication module that will be responsible for all communication channels and activity recording in them.

Typical examples of ready-made systems:

• Keeping CRM: the best CRM for small businesses, sufficient functionality for business development, the price of the extended package is from 299 UAH per month;
• Clio: a cloud-based service specially developed for law agencies, 159 USD (Full) per user;
• Zoho CRM: a powerful business management complex, 52 EUR per month/per user;
• Lawmatics CRM: a leading solution for complex work within law agencies, is from 1149 USD per month (premium, 1 user);
• Zoho CRM: a universal CRM for a wide range of areas (including legal one), Ultimate package – is from 45 USD per month (1 administrator).

Each CRM for a lawyer – is a ready-made out-of-the-box (or cloud based) software with pre-installed functionality.

This approach is chosen by those customers who need deep optimization of business processes. The development of a CRM allows the owner to choose exactly the tools that are needed to solve specific tasks.

The software does not use universal functionality, each of its elements is precisely developed to the customer needs. Such CRM opens up great opportunities in terms of company development. SKYLEX is ready to help – to find out how much it costs to implement a personal design CRM you can leave a request on the studio’s website.