Law Practices Embrace (Even Celebrate) How CRMs Help Manage Their Firm


Customer Relationship Management (CRM) systems, often called practice management systems by legal groups, are being adopted at a rapid rate by law practices of all sizes. This is, in part, due to the quickly realized return on the CRM’s cost. Practices that trade in one-off spreadsheets for a practice-wide, cloud based solution are finding that streamlined operations not only create satisfied clients, but repeat customers. In 2014, Nucleus Research found that CRM pays back $8.71 for every dollar spent, which is up from the $5.60 return in 2011. With increased profit margins and decreased work loads, it’s no wonder that 70% of surveyed law firms use a CRM system.

Most practice management tools help firms simplify the routine tasks that are required across engagements. CRMs can encapsulate everyday workflows and automate points for client contact into streamlined processes that are available anytime from any device. Sometimes legal firms are even surprised at how simple CRM features can impact their firm.

“Implementing a practice management tool has saved us both time and money,” said Lupe Gomez, Office Manager with Shotwell Law Group in Wilmington, NC. “We use Apairta CRM and have been surprised by how easy it is to automate tasks and add simple communication tools. It’s an investment that reduces workload on employees and makes constant, consistent contact with clients very easy.”

Tracking a client from their initial contact to engagement and through disposition can be extremely beneficial.

“We’ve used the automated text messaging feature in the Apairta CRM to remind our clients of important dates or account balances,” said Gomez. “One morning, shortly after starting text reminders, we received three calls from the text message we sent and one was for a payment. We thought that was super sweet!”

What To Look For In a CRM

So what should a legal practice consider when evaluating a CRM? Law Technology Today has outlined a list of 12 important features to require when you decide to make the time-saving, money making change.

  • Activity and task scheduling
  • Lead management
  • Contact management
  • Campaign management
  • Document management
  • Custom fields
  • Legal marketing automation
  • Microsoft Outlook integration
  • Mass e-mail and mail merge
  • Shared calendar
  • Mobile features
  • Reporting features

With 74% of CRM users saying it improves access to customer data and 64% saying it improves relationship management, it seems at least test driving a practice management tool makes good business sense.

Learn more about the benefits of using a CRM by scheduling a custom demo for your team or by signing up for a risk-free, no commitment 30-day trial of the Apairta CRM today.