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CRM for the Legal Industry


Legal industry is a service-based industry which always gives personalized service to its clients. For efficient communication and management, most of the legal service providers today have adopted CRM (customer relationship management) software. CRM software helps the legal industry to manage and develop new client relationships.

CRM tools are designed according to specific business requirements in the legal industry. Legal CRM software advantages include less application switching, high productivity and fast acceptance by users. The main functions of legal CRM software include,

  • Send and manage e-mail
  • Store contact information
  • Schedule appointments
  • Set up CRM relationships
  • Set up marketing campaigns
  • Client service modules
  • Get strategic views of business

Legal CRM software allows employees to categorize contacts on the basis of type of clients/contacts. Employees can observe client histories and can efficiently respond to any requests. This allows law firms to analyze client relationships and track new business opportunities. Legal CRM software provides everything to stay connected with potential clients.

CRM software is a cost-effective tool for legal industry. By acquiring CRM software, legal industries can reduce the cost of hiring marketing professionals and business development executives. Training programs for legal/paralegal employees to gain proficiency on CRM software applications are available in plenty.

About Rajeev R

Rajeev R

Manages the day-to-day operations of MOS from NY. With an interest in information technology, Rajeev has guided MOS to extensive use of digital technology and the internet that benefits MOS as well as MOS clients.