How Dynamics 365 CRM Can Help Law Firms Develop Business?

Law firms face a lot of challenges such as maintaining communications with clients, organising important documents, managing schedules, attracting new and retaining existing clients, time tracking, billing, and more. This is where a seamless and powerful CRM like Dynamics 365 CRM comes in.

Let us explore the benefits of Microsoft Dynamics 365 CRM for law firms.

  • Improve client relationship management: Microsoft Dynamics 365 CRM for law firms helps in tracking engagement with existing as well as new clients to strengthen business relationships. Moreover, Microsoft Dynamics 365 CRM for law firms helps store information about clients, prospects, referrers, and other stakeholders. It can also be used to identify top prospects and which clients need to be prioritised. Microsoft Dynamics 365 CRM for law firms can also be utilised by law firm employees to track who is in the pipeline and which clients require a follow-up.

  • Centralise your data: One of the biggest benefits of Microsoft Dynamics 365 CRM for law firms is that it provides a centralised and seamless database for all your critical data. This helps your team quickly and proactively access the required information as and when needed. Furthermore, Microsoft Dynamics 365 CRM for law firms facilitates collaboration across the business and prevents duplicate data. It also helps in maintaining the privacy of legal documents, setting up security permissions as per hierarchy and job role, and performing routine backups.

  • Improve client communication: Communication is a crucial part of legal teams. Microsoft Dynamics 365 CRM for law firms help your law firm work smarter so team members can get rid of repetitive, time-consuming activities and concentrate on their core job responsibilities. Also, the integration between Microsoft Word and Microsoft Dynamics 365 CRM for law firms supports the generation of popular and commonly used documents and letters by creating and using templates.

  • Track overall performance: Microsoft Dynamics 365 CRM for law firms helps your law firm track the individual and collective performance of all team members. This information can be in the form of how many opportunities were identified, how many cases were closed, how many clients engaged with your services, and how are partners and support staff performing. Microsoft Dynamics 365 CRM for law firms ensures your law firm can proactively visualise key performance indicators (KPIs) without wasting precious time and effort on endless spreadsheets and systems.

  • Workflow automation: You can leverage Microsoft Dynamics 365 CRM for law firms to add reminders so that follow-ups can be added with clients. Microsoft Dynamics 365 CRM for law firms can also be used to track down previous interactions and generate & send documents such as NDAs, contracts, etc. so admin time on manually drafting documents is significantly reduced.

If you have any questions about how Microsoft Dynamics 365 CRM for law firms can help your law firm, please feel free to reach out to us at +44 20 3488 8602 or email us at info@cigconsultants.com.


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