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Today’s lawyers need to be business-savvy and willing to embrace new technologies in the legal field. Providing solid legal advice is no longer enough; legal professionals must also be effective at selling and marketing their services.
Salesforce CRM helps law firms support attorneys and lawyers. It aligns with what modern legal professionals want to achieve and plays a key role in automating legal workflows.
Salesforce and its vendors, such as Codleo, help legal firms address the primary challenges of CRM implementation. They provide guidance on setting up a CRM system and assist with customizing Salesforce to make it the best CRM option for attorneys.
Therefore, to walk you through the best practices of automation in the legal industry, we’ll do the following:
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Highlight the importance of CRM for lawyers
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Describe the most compelling features of Salesforce for attorneys.
Importance of CRM for Lawyers
Many law firms store their data and manage client relationships using separate systems. They rely on different programs to track client cases, communicate with clients, and handle other tasks. This lack of a unified system leads to confusion and inefficiency within the firm.
Having everything in one place enables legal professionals to complete their administrative tasks and paperwork efficiently. It allows them to spend more time communicating with clients and potential clients.
According to the 2020 Legal Trends Report by Clio, law firms that used client law office CRM made $15,124 more in revenue per lawyer in 2019. In 2020, they earned $27,304 more per lawyer.
Benefits of Salesforce for Attorneys
Law firms require a customer relationship management (CRM) provider that understands their unique needs and terminology. This understanding is crucial for addressing the unique challenges they face in their work.
Salesforce meets all the needs of the legal industry. Today, Salesforce is a complete solution for managing customer relationships and a popular choice for moving to a new CRM system. It is backed by evidence.
Salesforce was recently named the top CRM provider by International Data Corporation (IDC) in its latest Worldwide Semiannual Software Tracker.
Salesforce grew its overall market share position and increased its revenue more than any other CRM vendor.
Legal service specialists use Salesforce CRM for:
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Practice Management
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Case Management
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Intake Project Management
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Document Management
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Calendaring
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Automating Data Entry Process
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Legal Contact Management
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Billing.
What benefits does Salesforce automation deliver to attorneys and law firms?
Benefit #1. Cross-Examining Your Data
When you work with different systems, you can miss important details and connections between data. Salesforce stores each client’s complete history with the firm in one place.
It provides attorneys and staff the ability to:
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Identify which practice areas clients have utilized to discover new opportunities for collaboration.
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Assess the strength of a client’s connections with the firm's lawyers and attorneys.
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Identify the most profitable lead-generating channels.
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Use matter dashboards to track tasks, documents, and deadlines related to the matter.
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Identify the needs of a specific case. Assign tasks to attorneys, paralegals, or other staff members and set deadlines for each task.
Keeping everything in one place makes work more efficient by learning from how clients interact with the firm. It allows attorneys to enter each client meeting prepared and equipped with the most relevant information.
Benefit #2. Data Integration with Third-Party Applications
Law firms can utilize the Salesforce platform to integrate information from various sources, including third-party applications, different systems, spreadsheets, and notebooks. This tool allows them to import relevant data for ongoing cases directly into Salesforce for further use.
By using data effectively, your firm gains a clear understanding of each client's account. It helps attorneys make smart decisions that can improve profits.
Benefit #3. Ability to Create Strategies for Targeted Marketing
You can use the information in Salesforce CRM to send targeted messages through Salesforce’s marketing platforms. Understanding how a client engages with your firm allows you to:
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Create smooth experiences at every point of contact with your law firm brand.
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Connect with your clients on any device and through every channel.
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Build innovative marketing strategies to attract new clients.
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Stay connected with your clients at every stage of their journey, from when they first hear about you to when they become loyal customers.
Marketing and automating legal workflows help ensure that clients receive the right message at the right time. This approach enhances client engagement and fosters their loyalty to your law firm's brand.
Benefit #4. Access to a Wide Range of Salesforce Products for Your Law Firm
Salesforce offers a variety of tools and has built a vibrant marketplace for third-party apps that integrate with the main Salesforce application. Sales Cloud helps you manage your relationships and links your business development teams with your company.
Marketing Cloud and Pardot help create a focused and consistent marketing strategy by providing structure, discipline, and automation. The Salesforce AppExchange offers numerous apps that easily integrate with the primary cloud services, including card scanners, telephony tools, and third-party email marketing platforms such as MailChimp.
Benefit #5. Custom Reports
In just a few clicks, you can create and share Salesforce reports with your employees and partners. These reports help everyone understand and visualize important metrics.
Custom reports allow you to analyze the overall health of your law firm or legal department. It enables you to make informed, data-driven decisions that can enhance efficiency and profitability.
Benefit #6. Enterprise-Level Security
CRM tools for legal professionals must have robust security measures in place. Salesforce provides excellent data security and privacy protection.
Salesforce helps lawyers keep sensitive data safe and work efficiently. By using Salesforce, law firms can protect their data from unauthorized access by outside sources.
We protect your data by using unique identifiers for each user's session. We also use a technology called Transport Layer Security (TLS), which provides server authentication and encrypts your data.
Salesforce provides secure servers and offers users different ways to log in safely. The company continually upgrades its security measures to protect all legal and personal data fully.
How Can Codleo Help To Run Legal Practice on Salesforce?
If your law firm or legal department has low win rates or takes too long to resolve cases, Salesforce solutions can help. They can also simplify your sales and marketing processes. Codleo Consulting Salesforce consultants can make this easy for you.
Implementing Salesforce for attorneys and law firms involves several steps:
At Codleo, we focus on providing the best CRM for law firms and legal departments using Salesforce.
Our Salesforce consultants help you use cloud technology to generate more leads, manage relationships with your partners better, and automate client intake and case management.
We recognize that law firms encounter challenges when implementing CRM and struggle with current legal technology. We have experience in navigating the issues of automation in the legal field.
In terms of services, Codleo offers law firms and attorneys the following services:
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Legal Client Relationship Management Software
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Salesforce Customization & Custom Functionality
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Administration and Support of Your Legal CRM System
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Legal Practice Automation
We can be your partner for legal CRM consulting. We help you choose, implement, and customize the right CRM for law firms.
To maximize the benefits of Salesforce CRM for law firms or legal departments, review our case studies and contact us. We are happy to help you choose, customize, and implement the best features of Salesforce to enhance your legal business.
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