In the busy world of attorneys, there is always more work to do than what time permits. Attorneys need to win new clients, retain existing ones, and have to keep themselves updated with the ever-evolving law ecosystem. Moreover, every law firm (irrespective of its size of operations) has to compile information and centralise data for every aspect of client management and business growth.
Let us explore the top 10 conclusive reasons to use a CRM such as Microsoft Dynamics 365 CRM for law firms.
#1. Unify your data
Running a law firm and dealing with lots of matters and clients can be an overwhelming task in itself. Sounds exhausting? Thankfully, you can leverage Microsoft Dynamics 365 CRM for law firms to access, capture, and store data in a single place. You can leverage the CRM to find out how many leads were generated, which are the open activities left, and so forth.
#2. Capture and nurture leads
One of the biggest advantages of Microsoft Dynamics 365 CRM for law firms is that it helps you explore "previously-unknown or unexplored" business opportunities and markets. Microsoft Dynamics 365 CRM for law firms can be used to capture and manage leads collected through social media channels, websites, etc. Microsoft Dynamics 365 CRM for law firms makes things super-easy for you.
#3. Manage your attorneys
Microsoft Dynamics 365 CRM for law firms comes with the most effective yet simplest solution for your law firm. You can use Microsoft Dynamics 365 CRM for law firms to allocate cases, stay updated about the present-day case status, next case dates, and the performance of every attorney, etc. to manage your law firm better.
#4. Automate workflows
Microsoft Dynamics 365 CRM for law firms comes enriched with pre-built automation tools and features that can be used to delegate work pressure and send automated emails. Microsoft Dynamics 365 CRM for law firms can be used to set reminders, deadlines, responsibilities, and productivity parameters.
#5. Sign eContracts
Microsoft Dynamics 365 CRM for law firms can be used to create and complete legal documents and stay compliant with evolving legal requirements and frameworks. In today's paperless world, Microsoft Dynamics 365 CRM for law firms can be an excellent choice for you to streamline office work.
#6. Keep information handy
Law firms need to deal with lots of paperwork and documentation. Therefore, it becomes essential that everything is securely stored to be accessed from anywhere anytime. Microsoft Dynamics 365 CRM for law firms helps your law firm store documents with ease. By doing this, Microsoft Dynamics 365 CRM for law firms can help you save lots of time, effort, and resources.
#7. Timesheet management
Time is money and it is even more relevant in the world of law firms. Microsoft Dynamics 365 CRM for law firms can help you manage records, case files, invoices, etc. with just a few clicks. For instance, you can select the name of an attorney and the number of hours invested by him/her to calculate the billable amount.
#8. One-click invoicing
Once you're done with timesheet management, Microsoft Dynamics 365 CRM for law firms can be used to create invoices. This helps in eliminating human errors and staying compliant with regulatory norms.
#9. Record your expenses
Microsoft Dynamics 365 CRM for law firms helps you record all your expenses while you and your team are working on a variety of legal cases. You can use Microsoft Dynamics 365 CRM for law firms to create expenses under different headings and sub-headings and manage expenses by entering the case number, type of expense, amount, data, etc. Microsoft Dynamics 365 CRM for law firms can automatically sum up your expenses while you raise an invoice.
#10. Gain powerful insights
One of the best things about Microsoft Dynamics 365 CRM for law firms is that it helps your law firm gain real-time insights with dashboards and reports. This helps your firm with revenue generation, productivity, and flexibility.
Find out how your law firm can leverage Microsoft Dynamics 365 CRM for law firms to maintain stronger relationships with clients and cover all your bases. Call us at +44 20 3488 8602 or drop us an email at info@cigconsultants.com now.