Enhance Your Law Firm's Efficiency with Legal CRM and Intake Software (Full Transcript)

Speaker 1: Whether you're handling business formation, contract negotiation, IP, labor compliance, or mergers and acquisitions, software can make a huge difference for your business and employment law firm. You can take your firm's performance to the next level by using legal CRM and intake software that connects with your practice management system. The core function of a CRM, or Customer Relationship Management, is to organize every bit of contact information you have at your firm into a simple, easy-to-use database. It's like a digital Rolodex that you and your team can access at any time from anywhere. A good CRM helps business practices form strong relationships with potential new clients by making the intake process simple and painless, integrating with your email, virtual receptionist, and chatbot tools. These useful integrations enable you to connect with potential clients right from the very start of intake. And email integrations enable you to send automated messages and reminders, which hands your communication with clients. Also, legal intake and CRM software syncs with your practice management system. This lets you rapidly update client files over time, whenever you need to, from wherever you're working, on whatever device. You can use this functionality to easily locate a specific client file and instantly review your firm's entire history with them, including all of the communication, legal documents, deals, and revenue associated with that client. And using the CRM, you can benefit from online document sharing, signing, and storage, including online intake forms, which gets you the information you need from the new client without any effort, and e-signature capabilities, which let clients sign documents online in seconds. These features save you time, paper, and money by modernizing your intake process. To learn more about how a powerful client intake and legal CRM solution combines with your practice management software to help business and employment law firms run their best firm, visit Smokeball.com.