Shape Software CRM eBook
Shape Software eBook
Another day, another great review for our Shape Legal CRM and marketing automation tool. Just last week Attorney at Work, one of the top resources for legal technology and news, named our system a “mature all-in-one product.” “Think of any sort of data your law firm collects, and I’ll challenge you to find one sliver of that data set that does not have an obvious home in Shape. If the object of a CRM system is to make marketing more predictable so that you make better decisions about lead management and conversion, then it’s also true that the more data you can leverage, the more intelligent your decisions start to become. And, it’s all in here.”
Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit—Shape Software now directly integrates with digital Point of Sale (POS) and mortgage automation solution Floify!
Without the proper practice management tool in place, your firm doesn’t have the essential tools it needs to process take on new clients. The right tool is end-to-end and includes online intake for potential new clients, ability to respond to new client inquiries, getting necessary documents and agreements signed, scheduling appointments, and helping you stay on top of project management. Shape has built one of the most powerful and end-to-end law firm practice management solutions on the market, and the legal marketing experts at Inbound Law Marketing agree
Whether you’re venturing off from partners or fresh out of law school, every new law firm needs the same two tools to compete in today’s market: the right software and the right processes. For every bar complaint made by clients about lack of communication from their attorney, there is a firm creating a seamless and high-touch experience without doing any heavy lifting.
It’s no secret that there are dozens of tools out there to make law firms more efficient and improve the client process. From intake to scheduling to practice and case management, you may find your firm racking up an incredible amount of monthly fees with all the software required to get the job done. Luckily, the legal software experts over at Lawyerist agree that “It’s a good match for nearly any sized law firm including solo practitioners” to run their entire practice on.