Legal CRM Resource Library
Case Studies | Guides & eBooks | Infographics | Webinars | Blog
Legal CRM Resource Library
Infographics
Webinars
Recent Blog Posts
How a Legal CRM Can Help You Capture More Clients in 2025
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...
How to Ensure Compliance and Security with Legal CRM Software
As an attorney, the information your clients give to you is something you must protect. In today’s world, that includes protecting digital data. Using a client relationship management software with the right security protocols built in will help you stay compliant...
Building a Better Client Intake Process for Your SSDI Law Firm
When people who have had their Social Security or disability claims denied and come to your SSDI law firm as potential new clients, they have complex concerns and costly problems. The client intake process is your firm’s first opportunity to assure the client that...
Four Reasons Personal Injury Law Firms Need a Seamless Client Intake System
While the right kind of tools or software solutions will benefit virtually any type of law or category of firm, personal injury law firms will find this type of software especially helpful, particularly as it relates to the client intake process, which can become...
Wrap Up the Year with Success: Holiday Marketing Tips for Your Law Firm
As the year draws to a close, the holidays are right on the doorstep. It’s now time to consider how to wrap up your firm’s year successfully through purposeful holiday marketing efforts. While you might assume that slowing down as you approach the holidays would make...
Law Firm Marketing: Tips to Grow Your Practice
An important aspect of your law practice and its success is ensuring that clients who need your services can find your firm. This requires a substantial commitment to effective marketing practices that ensure your firm’s reputation is being built in your community to...