How can lawyers use a CRM software solution to convert more leads? The answer is pretty simple: By implementing a CRM system, leads are captured easily giving attorneys the information needed to convert them into clients. It is proven that if a lead’s information is captured in a CRM system at first contact, the probability of converting that lead into a paying client increases. Regardless of how the potential client initially connects with the firm, having a centralized system that is easy to use is essential to increasing lead conversion rates. Not only can you track potential client information, but also the lead source. How many leads came in via a form on the firm website versus an incoming phone call, partner referral, walk-in, etc. With a CRM system, you have a centralized place for everyone to enter leads.

There are many definitions to “CRM Software” but here are a couple:

  1. “Enterprise-wide software applications that allow companies to manage every aspect of their relationship with a customer. The aim of these systems is to assist in building lasting customer relationships – to turn customer satisfaction into customer loyalty.”
  2. “All the tools, technologies and procedures to manage, improve, or facilitate sales, support and related interactions with customers, prospects, and business partners throughout the enterprise”

2B-LAW is just that – a CRM software solution developed specifically for attorneys and law firms. With a single click, a lead can be created and pertinent contact and case information gathered – including the “quoted fee”. Now that the information is stored in a centralized database, the real magic begins. For example, you could use the built-in workflow engine to automatically send the lead an email or assign to a specific attorney for follow up.

Convert to Case

With another single click, convert that lead into a Legal Case. When a lead is converted, a contact and related legal case is automatically created and all information is mapped over to the new records.

Every law firm needs a CRM software solution! Get started by signing up for a live demonstration of 2B-LAW.

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