As your law firm looks to set its goals for 2025, a legal customer relationship management tool should be a central part of those goals. With the right legal CRM, you can not only manage your relationships with your existing clients, but also build new relationships to bring additional clients to your firm. The end result is growth for your law firm, but you must have the right tools and know how to leverage them for your success. Here are some of the specific ways you can grow with the help of legal CRM software.
Data Management
Legal work is all about data. You have client intake data, case data, marketing data, and more. Keeping track of all the data your firm brings in is tedious and leaves room for error, but software can keep it accessible and limit the risk of mistakes. You must manage and use that data well to grow your law firm’s reach, and the right CRM tool will help you do that.
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Managing Client Information
First, legal CRM makes it easy to manage client data. You can use the client intake forms to quickly add data when interviewing a new potential client, and then keep that data connected to that client throughout their relationship with your firm.
As you move into 2025, make sure your data is quality data. Schedule cleanups of your client data and ensure that the information collected on intake forms is what you need. Accurate data will help you manage those client relationships well as you move through the year.
Keep Documents Organized
When you can quickly find, send, and request signatures for documents, you will have better customer service. Better customer service means your clients are more likely to recommend your firm to their friends and family, which can bring in new customer traffic. The right CRM can make data management more automated as well.
To make the most out of this benefit, identify the document-related tasks that are repetitive for your team and add them to the CRM to automate these processes. With workflows that trigger actions naturally, you can save time and effort while still providing excellent customer care.
Gather and Utilize Customer Feedback
Another way CRM software can help you grow your firm is through better utilization of client feedback. Collect data from customers that includes ratings and reviews, and then use that data to improve your services to better meet the needs of your clients.
Workflow Management
Another way that CRM software can help you improve your law firm’s customer base in 2025 is through better workflow management. With the right CRM, you will enter a customer into your database and place them on the customer journey. Every time an action is taken, whether it’s an intake interview, remainder email, or document signature collection, it moves them to the next step automatically. You can easily track where the contacts are on the client journey while also saving time and effort for your team.
Automated Emails and Texts
Set up automated marketing emails and texts to keep your firm at the forefront of the minds of potential clients. These automated messages will be sent on your behalf at the right time frame, ensuring clients take the important next steps without you having to constantly send the same email.
Task Automation
Documents, deadlines, court submissions, and similar items can be automated to improve your customer service and lower costs for your clients. This, in turn, will increase client satisfaction with your processes. Automation also frees time that your team can use to reach new clients, rather than spending all of their time managing existing clients.
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Keep Teams Connected
One of the challenges that busy law firms face is that different people manage different parts of the workflow. Coordination between different teams or team members through the CRM will improve customer service, and better customer service will help your firm grow. Team members can quickly and accurately share customer information with less risk of human error at some point in the process.
Personalization
One of the biggest ways you can capture more clients in 2025 with your legal CRM is through better personalization. In the past, CRM allowed you to send the same message with small things, like the client name, personalized. The software has changed significantly, providing even more opportunities for personalization in everything from timeliness to message consistency. Even though these systems help you automate, the automation looks personal on the client end. For example, a marketing message will reach a customer at the exact stage in the customer journey where they need to hear that specific message. You can segment your audience based on a variety of factors and send them personalized content.
Send Messages in a Timely Manner
The key to converting contacts into clients is sending marketing messages at the right time. The personalization that is built into CRM software allows you to carefully plan the timeline of messages. When a message reaches the right person at the right time, you will see more people become clients.
Connect Message Between Channels
Using CRM, you can connect each of your marketing channels to send consistent messaging. Email, text, and even video marketing should all be in similar veins in order to better get your message to potential clients. By keeping all of it within the same system, you can ensure this happens.
Grow Your Law Firm with Legal Ruler
As you look to grow your law firm through better use of CRM software in 2025, remember that the program you use will directly impact your success. Look for a program that offers tools designed especially for law firms.
Legal Ruler is an advanced legal CRM that has everything firms need to grow. From automated email, text, and voice calling campaigns to streamlined intake forms and eSignature collection, you can better manage documents, guide clients through the client process, and market with better data and effectiveness. Our tool also integrates ChatGPT and an AI email assistant to help you leverage the latest technology while remaining legally compliant. All of this means greater success for your firm as you bring on new clients.
Are you curious to see how Law Ruler’s CRM can help you run an efficient, organized law firm, even as you grow? Schedule a demo to learn more today.
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