The best CRM software for law firms depends on what you want to do.
So let us go through some scenarios to give you some pointers.
Option 1
Let’s say you have lists all over the place.
No CRM for law firms is going to solve your headache. You’ll find a simple spreadsheet is the best bet in this situation, like Microsoft Excel. Why? Because if you have a contact in five different lawyer’s list, you now have the one contact displayed once, but with five lawyers listed as knowing that contact. Maybe the list are from excel, LinkedIn, event lists, Outlook contacts etc. Having one version of the truth is a huge step forward.
Option 2
Let’s say you want to send newsletters, alerts, updates, or event invites to your contacts.
Again, a CRM for law firms is an expensive route. Try email marketing software, like MailChimp. Why? Because it’s easy to use, loads of people use it so support will be easy, it allows you to send emails to all your contacts, or to a small part of it – for instance, all the people known by your Employment team if you wanted to easily send our an employment law newsletter or update.
Option 3
Let’s say you want to understand what’s happening to your contacts.
Yes, a law firm CRM system will help you get here. If you want to have one store of all your firm’s business development, marketing, networking, bids, credentials, and contacts, a CRM system is what you need.
Then all you need to decide is:
- Do you want a law firm specific CRM system, or a mass marketing one?
- Do you want a small CRM for law firms, or one of the big ones?
- Do you have a fully managed CRM, or one you manage and look after yourself?
Hope this was a good use of your time, thank you.