Success in the legal industry is all about building trust with your clients. Whether you’re offering legal advice, dealing with a personal injury case, or helping your client with a living will, it’s important to stay on top of all new developments and updates in your client’s cases. All while making sure to keep track of new prospects and clients as they seek your counsel, too.
A good CRM can help you achieve peace of mind in knowing exactly how to approach new clients and build trust with current ones.
Work– especially in the legal field – is a struggle without reliable software.
Imagine having a centralized source of up-to-date client information, that updates automatically and nurtures inquiring new prospects while reminding you of changes in your current client base and communications you need to attend to.
Bet you can’t do all that in a spreadsheet!
A good CRM will help you and your team collaborate on crucial cases and clients, manage communications with new prospects and leads, and let you focus less on admin and more on the aspects of your firm that truly matter.
On your quest to find the ideal CRM for your legal practice, it’s crucial to make sure that you’re getting the best features that will help your practice grow.
When looking for a good CRM for attorneys and law firms, there are a few important features you may want to prioritize.
Many old (and modern) legal firms rely on pen and paper – or spreadsheets – to keep track of their client base.
While a spreadsheet is useful, it doesn’t encourage growth – think about all the admin time you spend updating records that you could be spending with clients.
A CRM with great contact management features, on the other hand, can help you automate client and prospect updates and keep crucial information on a single platform.
In the legal industry, your work is almost never done. Attorneys can spend hours and days on legal research alone. Of course, good research is crucial for providing the very-best service you can and is the foundation for building great client relationships.
But what about attracting new clients, or nurturing existing ones? A CRM with sales automation capabilities will help you deal with the small stuff, so your team has more time for specialized tasks.
Use hard data to create customizable reports and gain insight on various aspects about your onboarding process. Learn what’s working for your firm and find opportunities to improve what’s not.
Streamline daily processes and important tasks using the generative power of AI.
A CRM with AI capabilities can make sales processes in the legal space much easier, for example:
Nutshell ist das beste Preis-Leistungs-Verhältnis. Die Vielseitigkeit und Funktionalität machen es zu einem sehr einfach zu bedienenden und leistungsstarken Produkt.
Mark M. Southwestern Scale Co.
Ich habe in der Vergangenheit Act, Goldmine und Salesforce verwendet, und ich habe festgestellt, dass Nutshell der einfachste Einstieg war und die Einrichtung von benutzerdefinierten Feldern. Ich würde Nutshell anderen empfehlen, die an einem einfach zu erlernenden und zu navigierenden CRM interessiert sind.
Craig C. Thermal-Tec
Wir haben Hubspot für Nutshell verlassen, weil Hubspot zu komplex war. Nutshell macht Software für Menschen.
Daniel H. EOS
Als wir CRMs evaluierten, war der einzige Entscheidungsfaktor zwischen Nutshell und Salesforce die Zeit für die Einrichtung und der Preis. Nutshell gewinnt in beiden Punkten (mit großem Abstand). Salesforce kostete 10 Mal so viel pro Monat für das, was wir wollten.
Jason C. Arrow Container Corp.
As a law firm, you rely on various software tools to simplify your processes and make your daily tasks more efficient. Enjoy seamless CRM integration so you don’t have to constantly switch platforms to get the information you need.
Nutshell CRM integrates with over 6,000 software applications natively, through Zapier, and with the power of AppConnect.
Integration capabilities extend to various software types, such as:
At Nutshell, we understand that it can be difficult to keep your legal clients happy. It can be difficult to keep them, period.
This is an industry that relies on building trust with and ensuring clients that you’re on their side while helping them navigate the often confusing world of law and order.
That’s why Nutshell offers first and foremost crucial features to help you stay aligned with your clients and build trust with them. With Nutshell CRM, your team will benefit from:
Get access to the features you need at affordable pricing with zero hidden costs.
Our customers have a lot to say about how Nutshell has helped them connect with customers, gain insight into their sales, manage marketing campaigns, and more. Check out our customer stories to learn more about how Nutshell has helped companies like yours meet and exceed their goals!
When you choose Nutshell as your law firm CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.
Ensure that you have the CRM you need to elevate your client experiences, build stronger relationships, and keep clients satisfied and coming back for more legal counsel.
Even better, provide your clients with such exceptional service they’ll feel compelled to refer you to whoever mentions needing a lawyer.
Nutshell’s growth platform offers an affordable and easy-to-use CRM for law firms and legal practices. Take the next step, and try Nutshell for 14 days, free! Alternatively, reach out to our team to discuss your specific needs and learn more about Nutshell as a legal CRM software solution.
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