CRM for Law Firms
Legal Client Relationship Management
Track client interactions, automate tasks, and build lasting client relationships with Actionstep’s CRM tool for legal practices. Our CRM for law firms streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized.
What is law firm CRM?
With a CRM that streamlines client management, your law firm will gain more valuable insights into client interactions and identify high-value clients. Legal CRM’s help manage client relationships more efficiently, ensuring no detail is overlooked.
Features of a legal CRM
Make for a great client experience, every time. Actionstep’s robust legal CRM solution supports your law firm’s onboarding and client management successfully from the start, so you can turn every client into a referral and more business for your law firm.
Client Intake Automation
Client intake software automates data entry for prospective clients, making it easier to manage clients from the start. Actionstep’s client intake tools streamline onboarding, reduce errors, save your team time, and impress new clients.
Client IntakeMatter Management
Keep all matter and case details organized and accessible with case management software that enhances client engagement by streamlining document management and appointment scheduling.
Matter ManagementEnhanced Data Security
Ensure client information and client data is protected with enhanced data security features in Actionstep.
Data ManagementMarketing Automation
Run automated email marketing campaigns to engage new and incoming clients using Actionstep’s marketing automation tools.
Marketing & Business DevelopmentManage and keep track of all your law firm’s contacts and clients
Actionstep’s legal contact management includes robust features like contact notes, contact tags, and duplicate checks. Oversee tasks, manage matters, and view business-critical activities, all in one place.
Keep notes on every contact at your law firm
Centralize contact details and notes in one system. You or your team can easily access and add to contact records during calls, find unique contact information like name, location, email, phone number, and notes relating to the matter and previous conversations.
Create custom tags for each contact
Quickly locate and access client information in Actionstep by searching for tags on contacts. These tags can be customized to your law firm’s needs and will help keep your team members in the loop and remind them of key contact details.
Easily check for duplicate contacts
Avoid duplicate contacts with Actionstep’s duplicate check. When creating a new contact, Actionstep will flag any matching contacts that already exist in the system. If it is a duplicate, you can click into the existing record and update the information. Actionstep’s legal contact management features help keep your law firm data clean, organized, and accessible when you need it quickly.
How can a CRM benefit my firm?
Legal customer relationship management software helps law firms convert more clients and improve client services, while simplifying collaboration and providing performance insights and lead tracking.
Choosing a law practice management software with CRM capabilities will benefit your law firm’s business development initiatives with both potential clients and existing clients.
Who needs a legal CRM?
No matter your law firm’s practice area, every law firm can benefit from a legal CRM software to improve business development initiatives and grow their firm.
