Benefits of Client Portals in Law Firm

Today there is not a single industry which is untouched by technology. New things are coming in tech to bring ease to different industries like tech, automobiles, banking sector, etc.

Nowadays what acts like a bridge in ecommerce and tech is Portal.

A number of companies use portals in some way or another to bring ease to their users or clients. The type of portals you use changes on the basis of the business model of the company.

Here, in this article we will look at the ways CRM customer portal is useful to law firms and why you as a law firm owner should be using it.

There are millions of cases which go on in different courts. Thousands of law firms and their lawyers stand in courts every day and fight for their clients. It is tough competition even among these law firms.

Just like that, there are many law firms even in your competition. In times of such tough competition you need to make sure that you stay ahead in the game. To do so you need to make sure that you are serving your clients properly not only in court but also after the court hours.

Without any further ado let's understand the benefits of CRM client portal for a law firm:

• Open communication:

Lack of communication is usually a common complaint in all industries and quite a lot when it comes to law firms. Here, portals open the way of communication. They are mobile friendly and give facility to your clients to access their case’s documents, they can easily see at which phase their case is, look over the past notes or documents if and when needed.

In this competitive world it is very important to stay in constant touch with your clients with transparency and integrity.

• Bring ease to customers:

There are times when your clients and your lawyers might be having tough situations. Your clients might be frustrated with them and vice-versa.

For example: your law firm’s client calls up your lawyer multiple times but due to some reasons they are not able to receive it. The angry client calls up at your law firm and after going through multiple channels of calls they are still not able to get their lawyer on call.

In such scenarios, there are chances of them getting extremely annoyed, you lose their trust and this may result in you losing your client. During such times portals come to your help. Instead of going through different mediums to access their documents your clients just need to login and easily access them anywhere and anytime.

• Organize everything:

Being a law firm, you have to deal with thousands of cases every day. Sometimes it can be chaotic and difficult to manage clients and cases. Here, a portal can help you organize the data of your clients. It becomes easy to search for the documents and understand what they need.

From the client side also, a portal like this works as an excellent repository of legal documents, patents, trademarks etc. Keeping this data in the portals ensures security.

• Overcome technical issues:

A portal works as an excellent communicator and mediator. You won’t be having issues with data loss during transmission. Many times, we do suffer from the problem of our important messages going into spam. And as a lawyer such kinds of mistakes are not acceptable as you would be dealing with the important documents every day.

But, with portals this won’t be an issue. You can easily be assured that your messages or important emails will not go into spam. Not only spam but being a lawyer, your documents will be larger in size. In such scenarios too, a portal will help you. There are no limits in size while sending large size documents to you clients. Additionally, there is no issue of even wondering if the client has got your documents or not because portals allow you to see when the client opens your messages.

• Collaboration:

Many times, you might need to collaborate with other counselors and or witnesses. This task becomes easy with the help of portals as they allow to store all the documents at the central location and easily access things from there. Plus you can allow access to concerned parties and withdraw it when the work is done.

Final Words:

Being a law firm, having a client portal is all you need. It helps in making tasks easy for your lawyers, clients and also helps you in keeping up the reputation of your law firm.

Mr. Maulik Shah is the founder & CEO of CRMJetty, a hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce, and Dynamics CRM including WordPress Customer Portal.