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Oftentimes these makeshift solutions require a lot of manual upkeep and management, whether it be fixing system errors and bugs, updating contact interactions and stages, or setting up timelines and action items. You’ll also have built-in access to features like external link warnings, Transport Layer Security (TLS) when using the platform to protect your information, and more. From collecting and aggregating data to visualizing what matters most in the form of custom reports and dashboards, great reporting features are a must for your legal CRM. Beyond understanding who owns the relationship, CRM software can also give anyone at your firm insight into the overall client relationship itself. Instead, a CRM platform can help automate these admin tasks based on pre-defined triggers. One of the most important functions of a CRM for law firms is clearly identifying who owns which relationships. These manual admin tasks can add up! Of course, one of the core aspects of a great CRM for law firms is task management and workflow automation capabilities.

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Social media offers a way to engage with clients and potential clients in a personal way. Newsletters can keep a law firm in the memory of clients and networking partners and can be attractive to potential clients, as well. I have created a spreadsheet for myself of all of the affiliates I work with, and quick reference links to the products I use most often so it’s easy to integrate.