If we’ve seen it once, we’ve seen it a million times. A law firm (not our client, of course!) spends significant time and money investing in a new technology, only to scratch the surface when it comes to using its full capabilities. We shake our heads in wonder as to why anyone would go through the trouble and expense of switching technologies like a legal customer relationship management (CRM) solution if your firm is not going to use it to its full potential.

If you feel like your firm might be going down that road, don’t get stuck. A legal CRM should save your firm time, improve the way you manage leads, simplify communication with existing clients, and so much more.  Rally your team to make the most out of your CRM by focusing on these areas:

  • Train everyone – The key to user adoption of any technology is training. Make sure everyone on your staff knows how to use the CRM inside and out. That means providing ample opportunities for lawyers and admins to attend training workshops as well as time to explore the software independently. Having a chance to practice using the CRM in a low-stress environment will make everyone more willing and capable of using its full features once it’s fully adopted in the workplace. And when they do have questions, make sure they know who to call for support.
  • Focus on your lead pipeline – One of the biggest benefits of using a CRM is that it helps you streamline your leads process. If you’re not using your CRM for any part of the lead generation or client intake process, it’s time to get busy. Like any business, your law firm must market itself, and you want as many potential leads to turn into customers as possible. An efficient CRM should make this easy for you by improving communication, automating processes, and offering useful analytics to help you continually refine your strategy.
  • Automate whenever and wherever possible – You’re busy and client engagement takes time. Why not automate? If you struggle with document organization or find yourself dropping the ball on follow-ups, you’re letting precious leads slip away. Automated features of your legal CRM will help you deliver greater value to your clients, improve communication, and make sure you’re not missing out on any opportunities.

As you evaluate all the ways in which your law firm leans on technology, keep in mind the value you’re gaining out of each solution and search for ways to continually improve its benefits. Our team at Honeycrisp can help your law firm identify gaps and opportunities for your Apple-using office so you can all get more done. Contact us today to learn about all the ways we can help.

Luke Kumanchik

Entrepreneur, programmer, backyard farmer & Dungeon Master Extraordinaire.