If you’re looking to grow your law firm, bring in more clients, and more effectively manage your operations, then you should implement CRM (Customer Relationship Management) software. But how do you know which software is the best, and more importantly, which CRM will meet your needs? Here is a guide to help you in your decision process.

KNOW YOUR GOALS

When selecting your CRM software, ask yourself what your true needs are. There are many different CRM’s on the market, all offering slightly different features, but you need to determine what your goals are when it comes to CRM implementation. What will you be using the CRM for? To generate new business leads? To stay on top of referrals? Know what you want, and choose a provider who meets your specific goals.

CHOOSE A CRM THAT IS FULLY CUSTOMISABLE 

Again, you have to have invest in a software that specifically meets your needs. LATERAL’S CRM has custom fields and workflows that adapt to the way you work, and are designed to help your efficiency levels improve. The system is cloud based and secure. The custom workflows allow users to automate their practice, resulting in lower costs. LATERAL’s highly customisable CRM makes it easy for established firms, or newer ones, to easily transition to the next generation of advanced legal technology. 

USE THE FREE TRIALS

In your pursuit of the best CRM for your law firm, it makes sense to ‘try before you buy’. Many CRM providers offer potential users free demos and trials, to show the features they have on offer. This is a great way to accurately determine if the system is right for you. During the demo it’s advisable to come prepared with questions, and an understanding of what you require. LATERAL provides a free demo of its advanced CRM software.

THINK ABOUT INTEGRATION

The best CRM softwares integrates across your whole legal practice. It’s important that your software’s communication is unified and streamlined, as this is the backbone of efficiency. With LATERAL’S cloud based technology, our CRM can easily integrate to other systems using our API Web Services or connecting to third party web services.

CRM is potentially a very powerful tool for your law firm. It can be the key to helping you grow and thrive. GET IN TOUCH with LATERAL today, to learn how you could benefit from using one.