Everything we've written about Legal CRM.
10 articles
Many firms lose clients because they don’t follow up, not because of price. See how to organize the intake stages, from the first conversation to the signed agreement.
WhatsApp concentrates most first contacts with the firm. See how to turn every conversation into an organized lead in the CRM, with history, owner and follow-up until the agreement is signed.
A clear, well-structured, followed-up fee proposal increases your hiring rate. See the essential elements, common mistakes and how to follow up without pressuring the client.
Automating the sales funnel ensures every prospect gets the right contact at the right time. See how to set up stage-based automatic actions without losing the personal touch.
A legal CRM organizes your relationship with prospective and current clients: every contact with its source, owner, history and next action. See how it works and how it changes the firm’s revenue.
A WhatsApp bot answers frequent questions, qualifies cases and books consultations at any hour. See how to set it up with your firm’s identity and when to hand the conversation to a person.
Clients who don’t hear from you call, send messages and feel insecure. See how to offer transparency about the progress of the case in an organized way, without consuming your team’s hours.
A prospect who waits hours for an answer moves on to another firm. See how to cut response time, including outside business hours, without overloading your team.
Referrals remain the main source of clients in legal practice. See how communication, predictability and transparency during the case turn clients into promoters of your firm.
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