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 of tools used by a person or company to stay in touch with a customer base. 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 of a CRM?
The ultimate goal of a CRM is customer satisfaction. If your customer is satisfied, then you have a happy customer likely to engage in some form of repeat business.
A CRM can improve customer (or client in the legal sense) satisfaction by enabling customization of a services, improving timeliness of those services, and enhancing the management of all services performed by the firm.
What is included in a CRM?
In the legal world this more or less translates into identifying opportunities and finding new legal clients, keeping track of those clients' records and history, and maintaining a reasonable level of communication with those clients.
A manual legal CRM would consist of papers in manilla folders in boxes on shelves in a large warehouse area. An automated CRM keeps all of 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.
A customer portal with mobile access for both the lawyer and the client is ideal, and integration with Outlook mail and calendar is a must.
Is there a legal CRM that offers everything mentioned?
Yes! A great legal CRM that includes everything listed, plus a whole lot more is offered 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.
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 software's effectiveness for yourself.
You can get there by following this link: http://www.fynsis.com/legal-crm/
Have a great day!
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