5 Reasons a Legal CRM Will Change Your Life
This is what we call a “loaded listicle.” Why? Because we can’t be certain what status your life is currently in and if you actually want to change it, but we’re going to assume that if you are a legal professional and you’re not using Shape’s Legal CRM - you’re most likely miserable.
Misery is a bore. It’s also very expensive.
On any given day, law firms are managing all or most of these (and so much more):
Multiple marketing and email campaigns
Leads and their sources
Client communications via phone, text, and email
Documents and more documents
Calendars, court dates
Third party providers
Without a cloud-based Legal CRM to manage your law firm’s day-to-day activities, misery ensues. And when your prospective clients fall through the cracks because you’re busy trying to manage the other details, well, your marketing just became a moot point. That’s expensive.
End costly bouts of misery. Change your life with Shape’s business cloud software specifically designed for law firms. Request your free trial. But you did read this far, so…
Here are the 5 Reasons we promised:
Manage Your Sales and Marketing with real-time automation that integrates every point of contact as it occurs. No more redundant data entry and no more employee error, but most importantly, no more prospective clients falling through the data cracks.
Streamline the Intake Process with online forms and form builders, built-in e-signatures, and file attachments. Integrates with Needles or Clio for a truly innovative and integrated process.
Communicate How Your Client Listens, via phone, email, or text and keep a record of every point of contact.
Manage Deadlines and Calendars including Statutes of Limitations with Shape’s interactive cloud software and eliminate costly errors.
Manage Documents and Records, including third party sources. Maintain all your records in the right files, every time, and assign customized permissions to the firm for transparency, accuracy, and efficiency.
Manage Billing as if you were born into a family of accountants. Track time and expenses, create and track invoices, monitor online client payments, gather financial reports and more.