Successful client management is critical to a profitable law firm. But you cannot sit beside your phone and pick up every call. There are important legal documents to draft and review. There are meetings with plaintiffs and legal counselors. Arguments must be prepared, evidence must be gathered, and terms must be negotiated.
It can be a taxing cycle—you must make adequate time for current and prospective clients to address concerns, yet there is just so much other work to complete on the table. If you feel you have to do everything yourself, there’s a different way. Leverage software tools to streamline processes and provide better services.
If you find your law firm struggling to find time to onboard new clients, letting leads slip through the cracks, and leaving current clients on your call sheet to deal with later, it’s time to add client relationship management (CRM) software to your slate.
Legal-specific CRM software offers powerful benefits to modernize your law firm. However, not all CRM systems are the same. Learn how you can leverage Tabs3 CRM solution to increase business, provide better client relationships, and create a smoother intake process for your legal practice.
1. Utilize CRM to increase your business without increasing non-billable hours
It’s one thing to generate leads. It’s another to turn those leads into profitable client relationships. Tabs3 legal CRM can help bridge this gap by keeping leads and clients engaged throughout the client relationship lifecycle.
With tools such as automated drip campaigns and text message campaigns, it’s easy to stay in touch with potential clients who have visited the website. Tabs3 CRM allows you to create email drip and text message campaigns that include:
- Welcome messages with all the information needed to convert the client, such as relevant intake forms and communication expectations
- Email newsletter campaigns to stay top of mind with current and prospective clients
- Automatically scheduled follow-up messages to ensure a lead never slips through the cracks
Each email or text can be personalized with their name, legal services, needs, and more, so clients feel like they’re heard at each step of the process.
2. Create a smoother intake process that converts clients faster
For many practice areas, including personal injury law, immigration law, and criminal law, the defendant can be experiencing a moment of crisis. They need help quickly and don’t have time to wait for your phone call. Without a quick intake, they’ll just as quickly move on to a competitor.
Tabs3 CRM removes common intake bottlenecks and speeds the client intake process with smart intake forms. This customizable tool can:
- Customize entry fields depending on the client’s response
- Create specialized intake forms for each practice area
- Integrate data with Tabs3 practice management software seamlessly
- Simplify lead generation by sorting out qualified and unqualified leads
With Tabs3, you can communicate with new clients faster and save time on the client intake process. You won’t be bogged down by manual data entry anymore. Tabs3 automates that process so you can get in touch fast with qualified leads through automated messages and phone calls.
Meet clients where they’re at: mobile-optimized intake forms
Most people—97% of Americans age 18 to 45—own a smartphone. To capture every potential client, your intake forms must work on a mobile device or a tablet as well as a computer. Difficulty completing a form on a mobile device is one of the main reasons forms are abandoned.
Start your client relationships out on the right foot with Tabs3 CRM. Our mobile-friendly intake forms work effortlessly on every single device. With no barrier to filling out the form, your clients will complete it faster.
3. Provide exceptional client care with easily accessible information and automated communication
A few of the most common complaints from clients about their lawyers are neglect, lack of communication, and misrepresentation. Ensure that your clients feel seen and heard with Tabs3 CRM.
When all your client information is in one place, it’s easy to access and manage. You don’t have to hunt around paper files and leave your clients hanging. You can easily update them with questions on their case and give them status updates.
And you don’t have to do all this work yourself. Tabs3 CRM simplifies your workload by sending automated messages to do actions such as:
- Set up meetings with clients and leads
- Remind leads and other relevant parties about upcoming meetings
- Deliver follow-up paperwork related to their case
Regular communication with clients helps them remember the important work you’re doing for them, making them more likely to stick with your firm over the long haul. Spend less money on lead generation with improved client retention rates—increasing profitability for your firm.
4. Reduce administrative burdens to keep your focus on clients
It’s no big secret that attorneys spend many hours a day on non-billable administrative work. Those tasks are necessary, but they don’t necessarily need to be done manually.
Tabs3 CRM helps law firms by taking care of many administrative tasks, letting attorneys focus more on their clients. For example, when a new client contacts your firm, Tabs3 CRM can automatically input their details, create necessary documents, and set follow-up appointments without manual effort.
It also works well with other software to keep all client information within your legal practice management system, reducing mistakes and improving overall efficiency. This ensures that all data is up-to-date and easily accessible, so attorneys can quickly retrieve client information and focus on providing quality legal services.
Keep clients happy, without more non-billable hours, with Tabs3 CRM
Tabs3 CRM allows your law firm to have the best of both worlds: streamlined workflows and happy clients. Use our automated systems to communicate with clients regularly and meet their needs, without adding more tasks to your workday. With our seamless integration into the practice management software your law firm already uses, Tabs3 CRM is easy for your team to use and implement.
Learn how Tabs3 can improve client relationships at your law firm, and schedule a demo with our team today.
