Streamline your legal services with lead management crm for Legal Services

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♫ music playing ♫ If your firm needs to more efficiently and effectively track leads, grow prospects, and gain clients... a Client Relationship Management tool like Tabs3 CRM is the solution! Here are five ways that law firms benefit from legal CRM systems. Number one, you can reach and convert more leads. With Tabs3 CRM, you can add automated text or email drip campaigns into your marketing strategy. This increases the number of interaction points with your prospects and keeps your firm at the top of their minds. Using CRM software, you can segment your audiences based on where they’re at in the intake process or their legal needs... which makes it easier to customize your interactions for each prospect. Number two, you can optimize new client intake. Filling out an intake form or answering questions over the phone... are often the first contact that a prospective client will make with your firm. With Tabs3 CRM, you can have intake forms automatically sent by text or email, before anyone at the firm has spoken with the lead. And by customizing your intake forms for each area of practice... you can begin to eliminate leads that don’t fit your firm’s criteria earlier in the process... which means you can spend more time nurturing qualified leads. And when you're ready to take on your lead as a client, you can quickly push over contact information... and any other data you've gathered in Tabs3 CRM to create a client in PracticeMaster! By optimizing your intake process with Tabs3 CRM... you can eliminate manual entry and make the first points of contact more efficient, which saves you time. Number three, you can foster better communication with your leads and clients. Begin building better client relationships from the start with automated, personalized follow-ups. Your potential leads are less likely to move on to another firm... and will stay more engaged if they receive a personalized response right away, which helps create a dialogue with your leads. Establishing an automated messaging service can make follow-ups with prospects quicker... and establish more consistent communication throughout the process. Number four, Tabs3 CRM helps increase transparency and accountability for your clients and colleagues. Tabs3 CRM tracks and stores interactions with clients and leads, which creates a clear record of communication. This makes it easier to see who reached out to a lead, when contact was made, and how client communications have been responded to. This helps facilitate a culture of transparency and accountability with your firm... while making it easier for multiple team members to actively collaborate on a matter. Number five, you can grow your firm in less time. By implementing better communication, increasing your marketing strategy, and nurturing more qualified leads... Tabs3 CRM can help to grow your firm’s client base quickly. And with features like automated campaigns and text follow-ups, you can save your firm time as well... which means you can focus on what matters most: your clients. Ready to learn more? Schedule a demo today by visiting Tabs3.com/CRM. Thanks for watching. See you next time! ♫ music playing ♫