One Phoenix criminal defense attorney jumped from roughly 20 prospect inquiry calls per month to more than 200 per month. An Orange County probate attorney saved $14,000 per month on ineffective marketing spend. A personal injury attorney in Vancouver, WA increased his caseload from 62 to 141 cases in one year.

What do these three law offices have in common? They implemented various elements of the James Legal CRM (client relationship management) system in order to automate their prospect follow-up, convert leads into clients, boost their online reputation, and track results for greater marketing ROI… not to mention save money in the process. Here are the four ways that you, like the three law offices mentioned above, can accrue business and save money with a legal CRM.

  1. Exposing inefficiencies

It’s not always obvious where your law firm is spinning its wheels—that’s where an outside perspective can be most helpful. When setting up a legal CRM, a legal publishing and marketing company like James Attorney Marketing can tell you exactly where you’re wasting time and energy on inefficient processes such as sloppy record-keeping or a fragmented calendar and task list.

These simple inefficiencies can cost your law firm a hefty amount of money. For example, if your team fails to follow up on a lead because of miscommunication and you lose out on a big case, that’s potentially thousands of dollars lost. Or, printing all documents when you could be storing client files and legal marketing collateral online could be costing your law firm hundreds of dollars per month in wasted resources and fruitless administrative time.
Establishing a legal CRM can expose and prevent wastefulness so your law firm can stay financially successful. 

  1. Streamlining processes

When you need data crunched for your latest email campaign, you need it now; you don’t have the time to wade through figures and create Excel sheets. A CRM gives you the power to streamline processes like campaign management so you can track performance retroactively and in real time. And that means that you have the power to adapt your campaigns, cut them short if they’re not performing, and iterate if they are successful.

Other essential legal marketing processes like lead scoring (ranking leads to push high-priority ones to the top of your list) and tracking client interactions also become easier with a CRM, making the following activities quicker and more painless.

  • Organizing and segmenting your leads list
  • Focusing on the most promising leads immediately
  • Developing various campaigns tailored to different categories of leads
  • Storing and viewing contact information and communication records so you can track clients’ needs and preferences
  • Integrating accounting software for easy billing
  • Setting appointments and organizing tasks

Basically, a CRM gives your law firm the power to have all the information you need daily at the touch of a button, and enables your entire team to work together seamlessly without micromanagement. 

Download our free guide and learn about the importance of key performance indicators (KPIs)

  1. Saving time and labor

Think about one online task that takes hours out of your day. If you immediately thought “responding to email,” you’re not alone. According to the Huffington Post, some employees spend more than 3 hours per day tackling work email, not to mention another 3 hours checking their personal email accounts.

With the right legal CRM system, managing email becomes less of a burden. For instance, James Attorney Marketing recently helped criminal defense lawyer Howard Snader institute a fully-automated and criminal-law-specific email drip campaign as part of a plan to cut his legal marketing spending and increase overall effectiveness.

After implementing a marketing overhaul that included the automated email campaign—a campaign that required little oversight on the client’s part—Mr. Snader went from receiving 18-25 calls per month from prospective clients to more than 200 calls each month, and his second quarter 2016 revenues are up 41% from one year ago.

Simple strategies like automating email campaigns and converting to Gmail can hugely impact a law firm’s bottom line while taking the responsibility of manually tackling email off the shoulders of busy law firm staff. 

  1. Using online reviews to improve online legal marketing ROI

The first thing potential clients will do when researching your firm and deciding whether to pull the trigger is to see what other clients have said. That’s why online reputation management is so important nowadays, and why law firms can see such hefty boosts to their legal marketing ROI by focusing on it. In fact, one James Attorney Marketing client increased his caseload from 62 cases to 141 year-over-year, heavily due to the presence of online reviews!

The James Legal CRM involves a proprietary review generation and screening software that:

  1. Consistently places positive reviews about you and your law practice online
  2. Prevents (or parks) negative reviews from being posted

This system helps to ensure that your law firm is spending time and money on the marketing strategies that can have the greatest impact on your caseload in the long run, improving your overall marketing ROI.

We’ll dissect your law firm’s marketing and business processes to save money and streamline your operations. Learn more about our effective James Legal CRM!

More reviews, more leads, lower spend.