Legal CRM Resource Library
Webinars
Recent Blog Posts
The Role of eSignatures in Modernizing Legal Document Management
Legal document management is a large part of your legal firm’s responsibilities, and mismanaging this aspect of your firm could mean disaster. Therefore, it’s immensely important for you to stay on top of your legal document management. For years, this might have...
7 Reasons Criminal Defense Law Firms Need a Seamless Client Intake System
Your client intake process as a criminal defense attorney is vital when it comes to optimizing customer engagement and your firm’s overall success and profitability. It is also a necessary part of the preliminary case stage, allowing you to accurately determine if you...
Maximize Your Firm’s Efficiency: The Power of Automated Client Intake
An efficient client intake process paves the way toward building a great working relationship. In the legal field, it can also be vital to ascertain whether you can take on a particular case based on specific factors. A well-designed client intake process will...
Five Reasons Your Law Firm Needs to Ditch Spreadsheets
As an attorney, you have your hands full fighting for your clients. Therefore, the day-to-day administrative work can get quite tiresome. In fact, if not overseen properly, it can have devastating consequences and even lead to lost clients. Therefore, it’s immensely...
The Critical Role of CRM in Managing Law Firm Growth
Client Relationship Management software, known in the industry as simply CRM, has effectively and radically transformed the day-to-day operations of many law firms. If you haven’t already boarded the CRM train and wonder how it might enhance your current office...
Role of Personalized Communication in Legal Marketing Automation
Marketing automation can serve many practical purposes for you as a law firm. From guiding your clients through the client intake forms, to prompting them to sign legal documents that you need to proceed and more. However, no matter how good an automated system is...