Legal Marketing Automation Software

Yes to both. Your law firm CRM should allow you to send and receive texts, emails, pictures, and videos. Need accident photos? Copies of prescription bottles or workplace injuries? Streamline those communications with the right tools for your team.

Moreover, every client has their own preferences. Today, many individuals communicate primarily via text and SMS messaging. Law firms that use marketing automation platforms should be able to communicate with clients based on each individual’s preferences. Legal CRM software should absolutely include SMS messaging to provide this option for law firms.

Most prospects fall into a few different categories and understanding the profile of each potential client is the key to winning them over to your law firm. There are “window shoppers” who are afraid of commitment, “fence-sitters” who struggle with deciding to hire a lawyer, and, the worst kind, the “ghosts” who disappear after they contact your firm for the first time.

SMS and email marketing software can enhance your email marketing efforts, keep your firm’s brand top of mind, and differentiate your firm from competitors while prospects are in this decision phase.

When it comes to first contact, your law firm is 100 times more likely to connect with a lead within five minutes after the first point of contact. Ideally, your email marketing software should function independently with minimal oversight, so your law firm can focus on what it does best—practicing law. That’s where having the marketing platform can make all the difference for law firms.

Marketing automation tools make it possible to define your audience, create triggers, and customize drip campaign options with ease to attract more clients to your law firm. Unlike generic CRMs and other solutions, our multifaceted legal CRM includes all of the features you need to manage email marketing drip campaigns in one easy-to-use, marketing platform.

Potential clients can require a minimum of 5-7 follow-ups from law firms to be receptive to hiring a lawyer. Using the tools available for contact management means automating much of these follow-ups, allowing your firm to market at scale and accelerate growth.

Furthermore, time is an important factor in many potential clients’ decisions. The best email marketing software and CRMs enable law firms to follow up with qualified leads immediately. This way, even smaller law firms can stay on top of potential client outreach and follow-ups to generate more business. Legal CRMs can also assist with contact management and separate qualified leads from clients who may not be the right fit for your lawyers at the time.

When you use SMS and email marketing software to automate follow-ups and templates, you win. SMS and email marketing automation allow a larger volume of touches with your leads. You can automate communications in a way that looks like you wrote a personal email or text.

You do less work following up, and you get more cases.

A law firm can tailor and customize email marketing campaigns and SMS messaging to address common FAQs about services or topics. Teams can drag and drop clients into multiple email marketing campaigns, ensuring that clients stay up-to-date with any information they need to know. Future SMS and email marketing campaigns can be planned out well in advance, so when the time is right, all you need to press is click to send.

A small business or mid-sized law firm may not have the capacity for a dedicated marketing team or sales team. For smaller firms, email marketing software and the right practice management software can augment your team’s efforts for improved efficiency and close the gap between your marketing goals and your team’s limited bandwidth.

For example, automation with law firm marketing software can decrease the time your law firm needs to spend on SMS and email marketing while delivering optimal results. Robust analytics can help you identify which practice areas and clients deliver the most ROI for your practice. Moreover, with intelligent client intake forms, you can reduce the staff time required to run the intake process for expert results without the budget for a sales team or marketing experts.

Essentially, having the right email marketing software is like having a dedicated marketing team in your back pocket.

A complete audit trail of all client communications is a smart play for anyone, especially attorneys. Every communication is recorded, including messages sent and received via SMS or email. Additionally, your lawyers can see every client interaction, increasing efficiency in serving clients and letting your entire staff collaborate with transparency.

Because our email marketing solutions integrate with a powerful CRM platform, your law firm experiences a seamless integration that facilitates deeper and more accurate data analysis and KPI integration. A robust platform means more efficiency on your part, with even better results for your marketing campaigns.

Using the dashboard analytics provided by our practice management software allows law firms to track key performance indicators like click-through rates, conversion rates, and average time to conversion, which can help with your digital marketing efforts.

We make it as easy as possible. You can even schedule recurring reports, eliminating the need to be a constant campaign monitor. With data analysis, your firm can assess the efficacy of your current automated marketing campaign and make adjustments as needed. It can also highlight which individuals are converting at the highest rates and for what practice areas. This information lets you focus on audiences and areas with the highest ROI, so you can save time and keep converting leads and dial in data for future campaigns.

Yes! Our robust platform integrates with dozens of vendor tools used in the legal industry to make sure you’re not entering data twice and you stay lean and efficient.

We integrate with top legal industry tools, including but not limited to:

• TimeSolv by profitsolv
• CosmoLex by profitsolv
• RocketMatter by profitsolv
• HelloSign
• Smith.Ai 24/7 virtual receptionists
• ApexChat
• Gmail
• Zapier
• Twilio
• Office 365
• Clixsy
• Mailgun email automation
• CallRail
• Scorpion internet marketing
• Ngage
• Mass Tort Nexus
• LeadRival
• MTVA Member
• XSocialMedia
• Case Legal Media
• Intake Desk
• Thomson Reuters
• Alert Communications
• The Sentinel Group
• Trivent Legal
• Nolo
• Newman Settlement Services Group
• Lawyers.com
• American Law Firm Capital
• National Record Retrieval
• Case Acquisition Efforts
• LS5

CRM integration can help streamline processes, improve customer service, and boost revenues. It can also help in identifying potential clients for your law firm. CRM integration is one of the best ways to improve workflow and increase productivity.

All communications with your attorney are privileged, and yes, that includes text messages!

That said, this only applies if your client has retained you as their attorney. Emails and text messages are written records that could exist forever, so it’s important to remember that if they are only a potential client, text messages are not privileged.

With SMS messages and email marketing solutions, it’s important for law firms to keep ethics in mind.

Per the American Bar Association, client communication must be protected, and that includes electronic communications. Law firms should make “reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation of a client.” (ABA)

Assuming your firm employs proper security to protect your clients’ information, texts and emails can help keep your clients informed, which is an ethical obligation under the American Bar Association.

We also provide your team with comprehensive training to ensure you feel fully comfortable with the software before getting started with leveling up your marketing techniques.

LawRuler offers 24/7 live chat support for all of our clients.

Our platform also provides detailed user manuals and support articles available 24/7 for common troubleshooting questions. Additionally, we offer many guides in our resource library to assist with everything from email templates and marketing strategies to client intake how-tos and strategies to build constant contact for potential clients and ongoing client relationships.

We are dedicated to providing legal professionals with the latest educational resources for growing and managing their law practice. From blog posts and guides to on-demand webinars, our Resource Library provides insightful tools for gaining clients and building a profitable law practice.

Our resource library offers dozens of guides authored by legal marketing experts that are designed to break down common concepts related to email marketing platforms, growing your firm through marketing, client intake strategies, data analysis, referral marketing, content marketing, and marketing automation. Don’t let jargon like “email marketing solutions” or “drip campaigns” scare you away—we break it down so you can confidently plan and execute strategies.

Yes. As a fully-featured law firm CRM with both legal case management software and client intake software features, we accommodate the needs of firms small, medium, and large. We offer affordable pricing for every type of law practice, including small businesses. Start with only what you need and grow with us.

Learn more about our pricing here.

Yes. Our clients span a wide sector of law specialties, including but not limited to:

• Personal injury law
• Criminal defense law
• Consumer protection law
• Mass tort law
• Business law
• Social Security Disability law
• Immigration law
• Employment law

Have questions? Just ask. Our live chat agents are available on our website 24/7.

CRM stands for client relationship management or customer relationship management. As the name suggests, the best law firm CRM tools will drive your firm’s growth by fostering better relationships with leads, new clients, and existing law firm clients.

Client relationships are the center of your practice, and a law firm CRM solution is one of the most crucial tools at your law firm’s disposal. It functions as a centralized database that tracks information about clients & prospects, making mundane yet significant administrative tasks much easier to handle, including:

• Client intake
• Client communications
• Contact management
• Document management
• Lead management & tracking
• Scheduling & follow-up
• Revenue tracking
• Drag and drop client sorting

There are many CRMs on the market, but few that cater specifically to your needs as a legal practice. Our contact management, client intake, and digital marketing automation tools are all fine-tuned to serve the unique needs of law firms better than any other CRM available, all featuring an intuitive user interface.