Streamline Litigation with Legal Client Intake and CRM Software
Discover how legal client intake and CRM software simplify case management, enhance collaboration, and improve client communication for litigation firms.
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How Litigation Law Firms Win More Clients with Legal Intake and CRM Software
Added on 09/26/2024
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Speaker 1: Litigation law firms have a lot to deal with, so the more that can be simplified, the better. And in the modern legal world, the best path to simplicity is software, especially when it comes to client intake. Legal client intake software helps you streamline every aspect of intake, especially when the software has a built-in tool for customer relationship management, or CRM. The core function of a CRM is to organize every bit of contact information you have at your firm into one simple, convenient database. It's like an online Rolodex that you and your staff can access anytime, anywhere. For litigation firms, a good CRM will help many aspects of your cases go much smoother, take less time, and require less effort than they would without the legal software. Using the CRM, you can store and organize contact information, communications, documents, deadlines, and other important details in one central place for every prospect, client, and contact in your network. This means that from the moment you begin working on a case, everything you need is in the same spot. And anything that you could change or add instantly gets updated in the cloud, which is ideal for collaboration across your firm. Client intake and legal CRM software also acts as a powerful data collection tool when they sync with online intake forms on your website, for example. When a potential client fills a form on your website or you send them a form to fill, after they submit their information on their computer or mobile device, it all goes immediately into your CRM database. And by integrating with email applications, your CRM enables you to automatically send emails to potential and existing clients right from your legal software. This helps you ensure that your clients are always kept aware of court dates, depositions, hearings, and other important deadlines. Lastly, legal intake and CRM software syncs with your practice management software to create an end-to-end solution. This lets you transition seamlessly from intake to working on a case with everything you need ready to go. To learn more about how a powerful client intake and legal CRM solution combines with practice management software to help litigation firms run their best firm, visit Smokeball.com.

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