What are CRM Software Tools?

Customer relationship management (CRM) tools do way more than store contact information of your law firm’s clients and contacts. Law firm CRMs should be able to automate marketing tasks (i.e. drip email campaigns), simplify workflows, and analyze marketing data while maintaining a dynamic repository of contact information and client history. CRM tools have become multi-faceted marketing and business development solutions focused on collaboration and driving new business.

HubSpot

HubSpot is popular for its CRM software across all industries, including the legal field. One of the best things about HubSpot CRM is that the software is free to use, so you do not have to find room for it in your budget. Additionally, it lets you grow your plan if your firm grows in the future. With this particular automation software, you can automatically track interactions via social media, phone, and email. When it comes to email marketing, automation is key for staying top of mind with clients. HubSpot has powerful email automation abilities through their workflow functionality. You can easily set up drip campaigns and follow-up emails in advance, choosing which users receive which emails based on hundreds of different criteria. For example, you can set up workflows that send an email when a client has visited a specific practice area page or when they visit your contact page and fill out a form. HubSpot’s automation capabilities exemplify how legal marketing automation software is integral for converting and retaining more clients.

Lawmatics

As the name indicates, Lawmatics is a CRM that focuses on law firms. It includes custom fields, custom emails to help with drip campaigns, and an automated version of the intake process. This system enables you to manage your current and new clients while optimizing the intake process. There are automated workflows for matters like sending documents to get e-signatures, tasks, and emails. It also has a built-in suite for e-signatures.

Law Ruler

Law Ruler is a cloud-based CRM as well as client intake software. The software solution was designed specifically for use by lawyers and law firms. Law Ruler is powered by artificial intelligence. One of its notable features is the personalized text messages that it sends. These are welcome texts that include an intake form. At the same time, Law Ruler lets your staff know about client calls. There is also a mobile version available and a focus on setting up the software and then forgetting about it. There are three pricing tiers to meet the needs of different law firms.

InterAction

LexisNexis, a technology company that specializes in software for law firms, provides the service InterAction as a CRM solution. Beyond the basics that most CRM systems present like contact management and automatic data collection, InterAction offers features like email signature capture and the ability to track key client touch points. Along with the software plan you choose, you’ll have access to in-depth advice and training from LexisNexis consultants. From technical education about InterAction’s features to resources guiding you through CRM best practices, this software aims to help law firms understand CRM capabilities and implement strategies that will build client relationships and generate leads.

OnePlace

OnePlace is a CRM system built on Salesforce’s cloud infrastructure. Capabilities like recording meeting details, building proposals, and enterprise level security all allow for law firms to benefit from this software. OnePlace allows for integration with MS Outlook, time and billing systems, NetDocuments, and many email marketing tools.In terms of integration, OnePlace has the most options and truly allows for users to view all customer related information in one place. Social collaboration functions and a variety of mobile apps ensures constant, smooth communication with your team

Takeaway

Any of these software solutions can help you automate marketing as well as client intake, streamlining the processes of your law firm on a daily basis. The result is improved efficiency and the ability to focus on more important tasks.

If your law firm is interested in implementing a new CRM for lawyers to improve digital marketing and business development efficiencies, contact us for help today.