Legal CRM

Law firms, no matter the size, require specialized solutions to achieve efficiency at all levels of the organization. But handling repetitive tasks such as regular data updates, scheduling tasks, accounting, and billing can leave little to no room to focus on customer engagement.

This can lead to a big communication and trust gap between the business and clients, not to mention costly mistakes of duplicated and lost data, or an inaccurate information feed. However, Customer Relationship Management (CRM) software makes every aspect of the legal sales process transparent and enables law firms to gain complete control of processes and clients’ interactions.

Legal CRM Software: Definition, Benefits, and Features

What is legal CRM software? While many lawyers and law institutions are still unfamiliar with this system, legal CRM is an intelligent legal practice solution for expanding the customer base and managing day-to-day activities efficiently. For example, bpm’online legal CRM helps the firm acquire, retain, and organize vital customer data in a centralized database as well as automate both case management and billing processes.

Contrary to traditional CRM systems, bpm’online offers a more advanced legal CRM set of tools you can test for free at any moment. As you can see, this is a process-based technology with many wide-ranging features that provide a complete overview of business operations, including employees’ performance, potential prospects, market opportunities, and more.

What sets apart a modern cloud-based CRM legal platform from outdated CRM software is that law firms can now quickly resolve each case and nurture relationships with clients by relying on real-time information. All of the important data is safely stored in one place and easily managed via intuitive interface users can access remotely from any device, including mobile.

Speaking of CRM capabilities, there are four main benefits of legal CRM for lawyers:


Structured workflow.


Accurate reporting for making knowledge-driven strategies.


Better relationship management with both leads and regular clients.


Improved productivity resulting in profit increase.

What to Look for in a Legal CRM?

There are many CRM solutions out there, which is why it’s important to know what to look for in a legal CRM system. Consider the following and use this list as shopping guidelines:

  • Centralized contact management
  • Case management
  • Lead management
  • Opportunity management
  • Advanced time recording and billing
  • Document management
  • Sophisticated analytic tools for reporting
  • Activity and task scheduling
  • Outlook, Google, and other functionalities
  • Mobile integration
  • A simple CRM infrastructure, implementation, and maintenance

Legal CRM system can help you achieve balance, harmony, and control in your organization. By integrating bpm’online legal CRM, law firms choose to deploy an all-in-one practice management solution that meets legal regulations and supports long-term law firm growth.

The ultimate goal law firms can expect to achieve by adopting this system in the cloud is gaining a competitive advantage. In other words, you can leverage legal CRM to identify, track, and meet all customer demands, as well as reduce the risk of duplicated documentation and wasted employee efforts through automation.