What is CRM and Why Does my Practice Need it?

One thing about having a law practice that might not be discussed that often is the ever-changing needs of client and case management. 

As technology evolves, you might find that your current way of handling things may not be serving you as efficiently as it used to. 

This is where CRM, or Customer Relationship Management, comes into play!

There are many different CRM softwares available, and LawyerLine is familiar with quite a few of them. 

The first thing we’d recommend you to do is decide what specifically you need assistance with. There are many free or low-cost calendars available, such as Acuity or Calendly, if you feel that’s an area you’re needing a boost in. 

If you find that you’re in need of a CRM software, please feel free to do some research. If you also find that you’re in need of a team to answer your calls, schedule consultations, provide English to Spanish/French translations, process payments, reach out to LawyerLine today!

LawyerLine and Your CRM

LawyerLine is dedicated to assisting our clients with their law practice as much as we possibly can. In addition to the ability to handle calls 24/7, we also offer translation services (Spanish, French, Italian, and Tagalong) and payment processing. 

A feature that is most common among our clients is working with their Customer Relationship Management software! 

LawyerLine has experience with multiple CRM platforms, including but not limited to: Clio Manage, Clio Grow, FileVine, Calendly, Acuity, and more! Whether you choose to have our team schedule consultations, add notes from our calls to your client files, complete conflict of interest checks, or something else, LawyerLine is here to serve you and work with your CRM!