Optimizing Your Law Firm’s Marketing ROI With Automation Tools

Marketing is obviously designed to bring you increased visibility, enticing prospects as well as nurturing leads, increasing client retention, and more, all with a focus on a healthy Return on Investment ROI. This means that you understandably want your marketing investment to yield results you can see, quantify, and analyze. Most importantly, you see proof it is making a real difference in your day-to-day operations. Thankfully, through legal-specific CRM software, your marketing endeavors are optimized to ensure you get the most ROI. Read on to learn more about these legal-specific automated tools and CRM software, along with how it can effectively optimize your law firm’s current marketing strategy to enhance your firm’s reputation, outreach, retention, and more: 

Marketing Automation

Marketing automation is basically what it sounds like, taking the repetitiveness of many types of marketing endeavors off the “to do” list of your team and instead making it automated, working even when you aren’t overseeing it at the moment. With marketing automation, you can send personalized automated texts and emails that are purposefully created to nurture your leads and communicate with your prospects, keeping your firm top of mind. 

This type of automation is designed to complete just the right number of touches, meaning contact with prospects or clients in exactly the right ways and frequency. In other words, this won’t feel to prospects like they are being spammed through their inbox or via text messages, but instead, that they are valued, a priority and a focus of your team. It’s a positive experience that overall enhances customer relationship building between your team and your prospects.  

It’s important to remember that time is of the essence when it comes to client interactions between your team and a prospective client. Legal services, as you know from working in the field, are usually time-sensitive, and court appearances are immensely important. In addition, contact information and more, including important documentation, must all be kept in order. All of this is made easier through text messaging, reminders, and email follow-ups, and a CRM software system designed for the legal arena will feature all these important tools of automation.  

Communication tools like text messaging and email follow-ups can be sent from your team members via their computers without having to message each prospect individually. Another good automation feature is the automated workflows that manage leads and guide prospects through your pipeline, ensuring that all team members are on the same page without having to complete what is often the arduous and redundant administrative work surrounding client intake.  

Dashboard Analytics, Your Forecast of the Future and Picture of the Present 

Another practical way that you can optimize your law firm’s marketing and improve your ROI is through the dashboard analytics, which is a feature you should look for with any CRM software you are considering for your firm. Legal CRM software should provide your firm with an analytics dashboard that includes many customizable reporting features, all of which can help you see what is working and what isn’t marketing-wise, so you can make important adjustments. The following are just a few tools on a dashboard that you can utilize to transform your current marketing endeavors:

• Automated Law Firm Reporting and Insights: This tool is a custom report builder that allows your firm to build a specific report in a matter of seconds. There is no need to incorporate complicated programming. You can schedule these reports to recur and set the frequency at which you have them run. A reporting feature allows you to easily access your data and analyze it in a succinct manner, monitoring your firm’s KPIs and ensuring that you are staying on the course towards meeting your goals. According to the American Bar Association, some Key Performance Indicators or (KPIs) could include the following: 

   

  • Number of cases closed on average. 
  • Average fees per client. 
  • Active clients. 
  • Number of attorneys per case or client. 
  • New client prospects or leads. 
  • New client acquisitions. 
  • Client retention rates. 
  • Client satisfaction. 
  • Number of client referrals. 
  • Landing page conversion rates. 
  • Social media engagement. 
  • Email marketing performance. 
  • Number of website visits over a month. 
  • Much, much, more.  

• Intake and Marketing Dashboards: In addition to other data that you can organize on your dashboard, you can also use this tool to oversee your intake and marketing dashboards. This is a quick look at your current client outreach efforts, showcasing what is working and what isn’t. This will give you real-time data that will keep you informed on the success of your strategic decisions. This is key to successfully growing your business as you can see in real-time what might not be working well and make the necessary changes to interact better with clients through your outreach efforts. It can also address the KPIs focused solely on your customer intake process and address any issues that might be present. 

• Milestone and Progress Reporting: Track your firm’s productivity with case metrics like new sign-ups to guide your firm toward a brighter future. This allows you to discover actionable insights by analyzing campaigns for ROI, also addressing customer engagement and the overall effectiveness of your marketing. It can also look at various milestones related to KPIs.  

CRM Integrations

CRM integrations are another element of CRM software that is key when automating your marketing and optimizing your ROI. Well-designed legal-focused CRM software will integrate with several types of legal vendor tools that you might already be using. This means you and your team aren’t forced to enter data twice, and sharing is made much easier. For example, you can effectively collaborate with other law firms, creating a Mass Tort space. Sync your cases between the portals and share data between users, which greatly enhances your ability to collaborate and boost productivity. This, in turn, will increase your customer satisfaction and retention rates and improve your overall efforts at obtaining new prospects, all of which improves your ROI.  

Keep in mind that legal CRM software is designed, in part, to help you manage relationships with current clients and prospects alike. This leads to a more robust referral network, new opportunities for growth, and stronger client relationships. Document e-sign automation, SMS messaging, and more will elevate your firm as you integrate this CRM system into your current systems. No need for a complete overall, as you are just making what you have work even better and adding to it as well.  

Optimize Your Law Firm Marketing Through Law Ruler Automation Tools

At Law Ruler, we offer powerful CRM software that is purposefully designed for the legal arena. We build our marketing automation software for firms of all sizes, and each tool allows you to capture leads, boost client retention, and accelerate the growth of your firm. This all means that your ROI, when it comes to your current marketing efforts, is increased, and you can easily improve upon problem areas once they have been identified. Contact us at Law Ruler to learn more about our innovative services. We are happy to provide you with a demo so you can see how our software could make a real difference in the way you do business on a daily basis. Call us today to get started.