Meet the best legal CRM software for your firm.

Legal client relationship management (CRM) software helps law firms manage existing and potential new clients throughout the duration of their case. It stores information to facilitate client intake, send reminders, track marketing attribution, and more. Legal CRM software helps law firms build stronger client-attorney relationships by improving communication with clients throughout the lifecycle of the case, leading to increased client retention and satisfaction.

Legal CRM software helps law firms manage business development functions like streamlining client intake, onboarding new clients, engaging with existing clients, and tracking revenue metrics and KPIs. Legal CRM software helps firms communicate effectively with potential and existing clients alike.

The client intake process is the first step in managing a case, and it starts when a prospective client starts providing your firm with their information. Legal CRM software can streamline and automate this process by capturing all necessary information through the use of customizable intake forms. With customizable intake forms, you can design branded forms for different practice areas, helping to ensure you capture relevant case information regardless of practice area or case type. PracticePanther’s legal CRM can help law firms to speed up their client intake process, allowing them to start working on cases more quickly.

A cloud-based CRM is a system that is designed to help law firms manage their interactions with existing clients, prospective clients, and past clients. 

A legal CRM allows users to input and store client information, schedule appointments, track communications with clients, and manage case documents and other important files. It may also include features such as task management, calendaring, email integration, and customizable reports. 

By storing all of this information in the cloud, a cloud-based legal CRM allows users to access it from any device with an internet connection — making it easier to share information with other teammates of the firm and clients to collaborate on cases. PracticePanther’s legal CRM helps law firms streamline their workflow, improve communication and collaboration, and better manage their client relationships from beginning to end.

Before implementing software, law firms should first identify current roadblocks in internal processes to determine what should be managed. For example, if you know your law firm has a long onboarding process for new clients, consider using legal CRM software to create custom client intake forms to speed it up. By customizing client intake forms to your practice, law firms can greatly reduce the friction that comes with filling paper forms and capturing repetitive information. Once an intake form is filled and submitted, PracticePanther automatically stores the potential client’s information in its CRM software. 

Using spreadsheets for tracking your law firm operations allows for more human errors and risks the possibility of unsecured information storage. The process of manually tracking client stages in a spreadsheet can waste a lot of time on non-billable hours. However, legal CRM software serves as an organized database that allows law firms to securely store important client information and enables attorneys to easily access, manage, and update information. With legal CRM, law firms can greatly reduce non-billable hours and streamline their practice without much manual work.

PracticePanther is an all-in-one legal practice management platform that streamlines various aspects of running a law firm, including custom client intake, billing and time tracking, customizable reminders, and a secure client portal. 

In addition to these features, PracticePanther’s legal CRM software allows users to set up customized workflows to automate repetitive tasks and improve efficiency. For instance, you can create a workflow that automatically sends updates to your clients whenever you make progress on their cases. These updates can be delivered via email or text message, and your clients can access all relevant information about their cases through the secure client portal. PracticePanther is the most intuitive and easy-to-use legal CRM in the market and helps attorneys save time and increase productivity.