CRM for Law Firms
Attract more clients, improve client engagement, and drive your firm's growth with the help of a powerful CRM for law firms. Focus on your firm and use Capsule CRM at the heart of client relationships.
Improve client relationships
There is a direct connection between client satisfaction and the success of a legal firm. That's why it's important for law firms to provide the best client experience to every prospect. From inquiries and investigations to actual court proceedings, law firms need to keep their clients engaged and satisfied every step of the way.
Our CRM for law firms can help you improve your client relationships by leveraging your access to data—having up-to-date information, real-time data and analytics, and legal connections. That means you can offer better services to current clients and attract new ones.
Grow your legal firm
Incorporating software into a legal firm speeds up management of administrative tasks and other processes. The data management and features offered by solutions like Capsule CRM offers firms the ability to grow and scale more easily.
With one central client database filled with the right data and connected to the right applications, you can expand your team, build more connections, and attract more clients.
Invest in the right tech solutions
Capsule is a customer relationship management system that can help you focus on building better relationships with your current and potential clients. It can solely target this specific area, but if you use or need to find more solutions to further improve the efficiency of your legal practice, Capsule can also integrate with a wide range of other applications.
You can mix and match these solutions to build a tech sack that you can use for the long-term.
Improve Law Firm Profitability
Law firms need money just like any other business, so profitability is critical to continue running and growing. They must carefully identify if there's a healthy return on investment for anything they dedicate resources to. Capsule CRM can help law firms do this by ensuring they're prioritizing the right opportunities.
Capsule will allow you to manage your pipeline, understand where opportunities drop out of it and stay on top of the things you should be doing.
Do even more with integrations
With the right blend of applications you can ensure that the processes within your firm run smoothly. Doing this usually results in offering better service to your clients, which in turn improves retention and increases the number of referrals you get.
Use the Capsule CRM integration for Xero and get one complete view of your business.
Transpond is an intuitive marketing tool that integrates seamlessly with Capsule.
Use the Capsule Zapier CRM integration and find more ways to automate CRM tasks.
Quickly and simply send beautiful proposals that make you stand out and win business.
Why Legal Professionals Need A CRM
Legal marketing has the potential to help law firms grow and expand, but it can involve a lot of work. It becomes easier if you set yourself up with all the right data and tools to manage clients and administrative tasks to focus on what really matters: offering an exceptional service that clients will recommend and you can take to market. A CRM plays a key role in achieving this.
A CRM like Capsule can help lawyers and legal professionals strategically and productively manage their client relationships and deals while growing their firms. Here are the top reasons why law firms should invest in a quality CRM:
Leading a law firm can be challenging, so lawyers and legal professionals should set themselves up with the right tools to take care of administrative tasks. A CRM can make consistent data possible under a centralized system. It can be an important tool for capturing and storing data.
A CRM can capture and store things like client information and link out to documents like contracts. You can then easily access this information whenever you need it. It saves time and lowers the costs of storing physical paperwork.
Aside from client relationship management, you can also ensure work is delivered in the right way. Your employees are your main asset, so managing them with efficiency is critical for the success of your legal practice.
A CRM helps you to assign tasks and cases. You can find the suitable legal professional in your firm to do a specific task, filter your pool of lawyers to see who's suitable for a specific case, and ensure delivery.
Lead generation in any market is usually very competitive, so you need to use technology that can help you deliver marketing strategies that can set you apart from your competitors. You need software solutions that can maximize the success of your lead generation.
A CRM can help you attract more leads to turn them into real clients generating profit for your firm. You can view the leads you've generated and the sources they're coming from. In this way, you can easily visualize your sales funnel, starting from raising awareness, generating interest, helping clients make a decision, and encouraging them to schedule a consultation and take up your legal services.
The legal industry is an ever-evolving space, particularly when it comes to technology, so you need to be updated with the latest trends redefining legal practices in the modern world. You have to make the best possible use of technology to not be left behind. New technologies can provide new insights that can further improve your processes.
A CRM provides real-time insights with reports based on the data you provide. CRM dashboards can give you the necessary information you need to help you improve your legal practices and client management.
One major element a CRM can provide through lead nurturing and client management is a tailored client experience. The software can help you develop personalized approaches for a specific client to keep them interested and invested in your firm. Your clients need to know that they're a priority.
With legal CRM software and the right data, you can streamline the work you manage, keep in sync with your client and track the progress of files and cases. They'll know they're a priority whenever you interact as you're equipped with the necessary information about them and their cases.
It's important for lawyers and legal professionals in a law firm to have good communication and collaboration to constantly manage client relationships and legal cases.
Our Capsule CRM mobile app can be with you online and offline to improve workplace collaboration. You can start calls, messages or emails, view tasks and opportunities and automatically log calls whenever you communicate with clients, so other team members know exactly where things are up to.
Stay in sync with all your activities and tasks using Capsule CRM mobile app. Even if you're offline, it can sync any changes you make on your dashboards and reports and reflect them in real-time when you go online. In this way, you can report crucial information that can help your team members and clients be updated.
Manage your upcoming and overdue tasks, meetings and reminders at a glance and see where they are in the calendar. Our Capsule CRM mobile app allows you to schedule appointments and trigger reminders, so you wouldn't have to worry about missing important events with your team members and clients.
Free CRM for Law Firms
If you're still exploring the many possibilities a CRM can offer, then Capsule is the right platform for you as we offer a free version for law firms and legal professionals. You can access the basic features of a CRM and improve your processes and start embracing new technologies
We also offer a 14-day free trial for all our paid plans. During the trial you can use both the website version and mobile app. If you decide to proceed with a plan, you can choose from our four paid plans: Starter, Growth, Advanced and Ultimate.
Frequently Asked Questions
Legal CRM (Client Relationship Management) software is a specialized tool designed to help law firms manage their interactions with current and prospective clients. It streamlines the client intake process, organizes client data, and enhances client communication, making it easier for law firms to attract new clients, retain existing ones, and manage their business development functions more effectively.
A legal CRM system improves the client intake process by automating and organizing the collection of client information through digital intake forms, scheduling consultations, and tracking prospective client interactions. This streamlined approach ensures that law firms can efficiently manage new inquiries, reduce manual data entry, and provide a smoother onboarding experience for clients.
Law firms should look for legal CRM software that offers comprehensive client relationship management tools, including client intake and data management, client portals for secure communication, task and calendar management for tracking important deadlines, and marketing tools to support outreach and client retention efforts. Additionally, customizable intake forms, robust reporting, and integration with other legal software are valuable features.
Yes, legal CRM solutions can significantly help law firms with retaining clients and business development by providing tools for regular, personalized client communication, tracking client satisfaction, and identifying opportunities for additional services. CRM software also supports targeted marketing efforts to engage both existing and potential clients, fostering long-term relationships and driving firm growth.
Law firms manage client data securely with legal CRM software by utilizing built-in security features such as data encryption, access controls, and secure client portals. These features ensure that sensitive client information is protected from unauthorized access while enabling secure communication and document sharing between the firm and its clients.
A client portal in a law firm CRM system plays a crucial role in enhancing client communication and service delivery. It provides a secure platform for clients to access their case information, communicate with their legal team, and share documents. This direct line of communication improves transparency, builds trust, and increases client satisfaction by keeping them informed and engaged throughout their case.
New law firms can select the right legal CRM solution by assessing their specific needs, including the size of the firm, the types of cases handled, and their client management and marketing goals. It's important to choose a CRM that offers scalability, user-friendly interfaces, and integration capabilities with other legal software. Seeking recommendations from industry peers, reading reviews, and taking advantage of free trials or demos can also aid in the selection process.
Yes, there are legal CRM software tools that integrate with marketing efforts for law firms, offering features such as email marketing campaigns, social media management, and analytics to track the effectiveness of marketing strategies. These integrations allow law firms to automate their marketing outreach, tailor their messaging to specific client segments, and measure the return on investment of their marketing activities, all within the same platform.