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 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?

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

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.

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

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.

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 software’s effectiveness for yourself.

You can get there by following this link:

Have a great day!

NetMarketZine is an officially authorized and remunerated associate for recommending high quality products found on this website. Links on this website may be associate links which means if you click on a link of a recommended product, I/we may receive monetary compensation. However, this does not affect any unbiased information presented on this website. The owner of this website is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon properties including, but not limited to,,,,, or Additional affiliate programs and networks may include Avantlink, CJ, Clickbank, Walmart, BestBuy, AliExpress, and others.

You May Also Like These Topics...

Bitcoin Could Possibly Sink Even More, But You Can Still Profit with the Staff at the Blockcharter.

Blind hope for a recovery or perhaps a bull run is one thing every speculator has experienced at least one time. The Professionals at JP Morgan have forecast that Bitcoin (BTC) could possibly tumble below $1,260, while banks will not likely reap the benefits of blockchain for a minimum of 3 to 5 years. (Reuters […] Launches New Startup and Partner Programs

After receiving investments from leading enterprises Hyundai, Samsung and Bosch, the enterprise focused deep learning computer vision startup is declaring the launch of two important enterprises – The Startup Program and The Partner Network. Founded in 2016, announced this week that it will be making its enterprise grade solutions available to selected startups that demonstrate the […]

Comparing Business VoIP Providers

VoIP has easily replaced the traditional landline. A lot of business owners prefer to use VoIP services and save huge amount of money that would otherwise be spent on efficient communication. Every business depends on internal and external communication to grow and VoIP makes it possible for the business to reach its potential with cheap […]

6 Features That a Data Quality Management Tool Should Have

Data has emerged as a key decision-making tool for businesses today. The data-driven enterprises gather information from all the sources it can, structures this information and then analyzes it to get rich and actionable insights. This data could relate to customers, suppliers or employees depending on the source it comes from and the people it […]

Tags: , , , , ,
Previous Post

Web Hosting 101

Next Post

Affordable Small Business Web Design – 5 Tips

Leave a Reply