How to Find the Best Legal CRM

What is a Legal CRM?

First, let’s think about what a CRM really is.

A CRM, or “Customer Relationship Management” system, is a method or set tools used by a person or company to stay in touch with a . Most CRM systems use automation (computers) to handle this communication.

A legal CRM is used by lawyers, attorneys, and legal firms to facilitate communication with current and future clients.

What is the purpose a CRM?

The ultimate goal a CRM is customer satisfaction. If your customer is satisfied, then you have a happy customer likely to engage in some form repeat .

A CRM can improve customer (or client in the legal sense) satisfaction by enang customization a services, improving timeliness those services, and enhancing the management all services performed by the firm.

What is included in a CRM?

Most CRMs automate the processes sales and sales promotion, record keeping, opportunity management, forecasting, and .

In the legal world this more or less translates into identifying opportunities and finding new legal clients, keeping track those clients’ records and history, and maintaining a reasonable level communication with those clients.

A manual legal CRM would consist papers in manilla folders in boxes on shelves in a large warehouse area. An automated CRM keeps all that information – plus more – in a database on one or several computers. Very handy.

What features should be included in a legal CRM?

Good question. Besides the basics – like document and case management, billing and invoices, time entry, contact management, and activity scheduling; a good legal CRM should include additional modules.

An enhanced legal CRM would include modules like intellectual property management, s management, automation, and lead management.

A customer portal with mobile access for both the lawyer and the client is ideal, and integion with Outlook mail and calendar is a must.

Is there a legal CRM that fers everything mentioned?

Yes! A great legal CRM that includes everything listed, plus a whole lot more is fered in FyNSIS Legal CRM to deliver everything a law firm requires to maintain and improve client satisfaction.

FyNSiS Legal CRM is a niche system designed to organize clients and cases in SuiteCRM, and to provide 360 degree clients view from anywhere, anytime. It automates internal communication and enhances firm productivity.

SuiteCRM is built on opensource platforms (Linux, Apache, PHP and MySQL) which are the most widely used and proven technologies available today.

How can I find out more about FyNSIS?

Easy. They have a website that covers everything in much more detail than I have here. You can request a free demo so you can prove the stware’s effectiveness for yourself.

You can get there by following this link:

Have a great day!

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