Guide to Choosing the Best Law Firm Client Management Software

You often find yourself asking for advice on how to improve the client experience, don't you?

Working on client needs is what every law firm is into. Clients have different demands, different issues, different emotional states, and different ways to approach lawyers. But understanding the genuine need of your client by keeping all the mentioned points is what makes a difference.

With the help of this blog, you will be able to walk through the prime features that make the client management software the best among others in the market.

Why is it best to invest in client management software?

Clients are uncountable and so are the tasks assigned regarding their cases. Keeping all ends of the matter in mind and helping clients in getting time to time updates requires a proper legal software solution to help you in the timely completion of tasks. You can gain more insight into how a client management solution can benefit your law firm by reading the following points.

1. Simple Contact Management

Hundreds of software help lawyers in keeping a record of contact but then how do you select the best one among all? In a Gartner survey, it was found that nearly 80% of workers use collaborative tools to ensure flexibility and productivity in their work environments. One needs one intuitive system to cover all of the work rather than 10 different systems, maintaining their signups and doubling their work in these non-core activities. A streamlined contact management software will help you not just to add a contact but even to export contacts from your device whenever required.

It gives you the option to import both person and company without any extra cost. Cloud-based contact management solution gives users access to shifting the normal contact with a client as per the need and requirements of the lawyer.

2. Advanced Client Portal

At times it gets hectic and doubled up the workload when it comes to updating clients about the progress of the case when done manually. Lawyers most of the time think about the ways in which they can update their clients regarding tasks, documents, and many more, but is it a time-friendly approach to go along with?

Shifting towards a splendid legal client portal will give your client access to view documents, tasks, and events by their individual portal. Not just this, even some softwares also provides a link to their client while generating invoices which present a whole dashboard regarding invoice details, payment procedures, payment options, and many more in just a single screen.

3. Seamless Client Intake

Automating the intake process is really beneficial for lawyers to focus more on what’s important on their task list. Giving clients access to fill intake forms is one of the best ways to streamline the intake process.

Legal practice management solution helps the client to access online intake forms from anywhere and fill them directly online. The law firm or the lawyer gets notified about the form and, hence, allows both lawyers and clients to have a smooth flow of communication.

4. Effortless Access from Anywhere

Having a system that can be accessed from anywhere with no server issue can be so relaxing for both lawyers and clients. The client wants day-to-day updates and matter status in order to ensure that the matter is processed smoothly.

Giving clients and lawyers the access to view any document, events, and communication is really one of the best features of practice management software. The software adds the feature to allow the admin to give permission to view or edit the necessary documents or information.

5. Custom Relationship Management Support

Maintaining good customer relationships is crucial to retaining and satisfying both existing and new clients. Every organization, whether small or big, work toward building a smooth relationship with their client.

In order to boost profitability within your organization, CRM software is essential. The use of customer relationship management software facilitates the integration of marketing, sales, and customer service to boost the overall sales process. It gives real-time client data which is accessible to any user whenever needed.

Conclusion

Investing in multiple softwares for meeting your legal practice needs seems unprofessional and time-consuming when you can have all the features in just a single software. Getting digital and utilizing new technological softwares like an entire law practice management software can help lawyers and clients to access everything under a single roof. After reading this blog, you will be able to identify how these above features help your client gain satisfaction and create more brand value for your firm.

MatterSuite is a cloud-based legal software powered by CaseFox, Inc. designed with the vision of bringing reforms to Legal technology.