Legal customer relationship management (CRM) tools offer seemingly endless benefits, but perhaps the biggest is how they can assist with business growth. From tracking and closing leads to following up with current and past clients, a CRM can help you better engage with everyone in your database.

To make the most of yours when it comes to client growth and engagement, here are some useful tips.

Consider Your Marketing Strategy

Turning leads into clients can be a relatively long process. During that time, it can be easy to let a potential lead drop off your radar. But not with the right legal CRM. Automate your marketing with a targeted drip campaign based on triggers of your choice. For example, send a welcome email when someone signs up for your newsletter. Sending personalized messages and responding quickly to communications without missing a beat is the hallmark of an effective CRM.

Automate Appointment Scheduling (and everything else, for that matter)

Leverage your CRM to automate as much as you can when it comes to managing your lead pipeline. This includes automating appointment scheduling so it’s easy for clients to schedule a consultation with you. You can also automate other forms of communication to keep prospects and clients looped in on the status of their case.

Make Use of Better Data

Another way your legal CRM can help you drive greater client growth is through its reporting capabilities. These analytics can shed insight into where your leads are coming from, the percentage of leads that convert to clients, and so much more. No law firm should be making decisions based on gut feel. Collect the data, analyze the data, and use that data to make more informed and strategic decisions to help you close leads.

Retain Existing Clients

A big source of leads for law firms is repeat clients and client referrals. Leverage your CRM to maintain engagement with past clients so you stay top of mind should they need to hire you again or feel ever-so-inclined to tout your benefits via a Google review.

Legal CRMs are effective tools for driving client growth. When used to their full potential, they can transform your business practice and save you significant time and money along the way. To learn more about the best ways to use your CRM, come talk to us at Honeycrisp.

Luke Kumanchik

Entrepreneur, programmer, backyard farmer & Dungeon Master Extraordinaire.