5 Reasons a Legal CRM Will Change Your Life - PowerPoint PPT Presentation

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5 Reasons a Legal CRM Will Change Your Life

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This is what we call a “loaded listicle.” Why? Because we can’t be certain what status your life is currently in and if you actually want to change it, but we’re going to assume that if you are a legal professional and you’re not using Shape’s Legal CRM - you’re most likely miserable. – PowerPoint PPT presentation

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Title: 5 Reasons a Legal CRM Will Change Your Life


1
5 Reasons a Legal CRM Will Change Your Life
  • This is what we call a loaded listicle. Why?
    Because we cant be certain what status your life
    is currently in and if you actually want to
    change it, but were going to assume that if you
    are a legal professional and youre not using
    Shapes Legal CRM - youre most likely miserable.
  • Misery is a bore. Its also very expensive.

2
  • On any given day, law firms are managing all or
    most of these (and so much more)
  • Multiple marketing and email campaigns
  • Leads and their sources
  • Client intakes
  • Client communications via phone, text, and email
  • Documents and more documents
  • Calendars, court dates
  • Third party providers
  • Invoicing
  • Without a cloud-based Legal CRM to manage your
    law firms day-to-day activities, misery ensues.
    And when your prospective clients fall through
    the cracks because youre busy trying to manage
    the other details, well, your marketing just
    became a moot point. Thats expensive.
  • End costly bouts of misery. Change your life with
    Shapes business cloud software specifically
    designed for law firms. Request your free trial.
    But you did read this far, so

3
Here are the 5 Reasons we promised Manage Your
Sales and Marketing with real-time automation
that integrates every point of contact as it
occurs. No more redundant data entry and no more
employee error, but most importantly, no more
prospective clients falling through the data
cracks. Streamline the Intake Process with
online forms and form builders, built-in
e-signatures, and file attachments. Integrates
with Needles or Clio for a truly innovative and
integrated process. Communicate How Your Client
Listens, via phone, email, or text and keep a
record of every point of contact. Manage
Deadlines and Calendars including Statutes of
Limitations with Shapes interactive cloud
software and eliminate costly errors. Manage
Documents and Records, including third party
sources. Maintain all your records in the right
files, every time, and assign customized
permissions to the firm for transparency,
accuracy, and efficiency.
4
Manage Billing as if you were born into a family
of accountants. Track time and expenses, create
and track invoices, monitor online client
payments, gather financial reports and
more. Yeah, we know. That was 6 Reasons to stop
being miserable. We have more reasons for you.
Contact us for your free trial! Article Resource
- https//www.setshape.com/blog/5-reasons-a-legal-
crm-will-change-your-life
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