Organize, manage, and optimize your clients’ data efficiently with CRM software for lawyers and attorneys. Boost your law firm’s productivity, manage data and clients’ interactions, and streamline your firm’s day-to-day activities and marketing.
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The late-night clients’ meetings and early morning court sessions can be distressful. How about adding client management to the mix? Things can go messy!
But with a CRM, you can expect to take a break as it manages your clients’ data, automates repetitive tasks, and manages sales pipelines. It improves customer interactions with the core focus on driving more sales.
Kemo SaaS offers versatile, flexible, and powerful legal CRM software to grow your client reach, profitability, and reputation.
Since a law firm contains sensitive data, the CRM you choose should be GDPR-compliant to ensure that every client’s data is secure under data protection laws.
A law practice CRM solution should significantly reduce the admin load with the availability of multiple client management tools inside the platform.
The practice management software for lawyers can be complicated at times, so choosing a CRM compatible with your law firm's existing structure is crucial.
The majority of the clients use search engines to find a lawyer or legal advice which is a strong reason to create a professional website for your law firm. Create a secure and responsive website with drag and drop editor using templates, specifically designed for legal professionals. Use your website to share legal news or updates with your audience and let your clients make online bookings. Use web forms and landing pages to attract leads and create funnels to nurture those leads.
Reduce the complexity of manual client intake with spreadsheets and handwritten forms and encourage the modern process of onboarding. The automated client intake showcases that your firm values convenience and enhances the clients’ interactions. Kemo SaaS offers automated client intake forms that can be embedded into the website capture the client’s information make it accessible across the firm, lawyers, and staff, and streamline the client intake process.
Storing your clients’ data, contracts, and related documents in one centralized location saves you from manually handling and retrieving the data when needed. View your contacts, legal documents, documents shared for eSignature, and emails, in one place. Your firm can easily access this information and also your clients can access their documents on-demand. Send them notifications regarding pending documents, payment links, or reminders to provide them a stellar client interaction.
Finding and managing a new lead is extremely important for a law firm to develop business strategies, financial stability, and growth. Capture a prospective client from landing pages, custom forms, surveys, chat widgets, or social media in the pipeline. Offer them a free Newsletter or freebie as a lead magnet that they can access by entering their emails. Create lead segments and nurture each segment with personalized content to maximize conversions.
You may create a separate calendar for each of your medical specialists such as doctors, surgeons, and service calendars for different medical departments. So people can book appointments with a particular medical staff or in the respective department based on their medical condition directly on the website. You can also send appointment reminders to ensure maximum visits. Asking for a small booking fee or complete charges in advance is also possible through payments while booking.
Say goodbye to old templates and create modern-looking invoices containing all the necessary billing details. Kemo SaaS secure payment processing manages invoice generation, accepting payments at the time of appointment, receipt creation, and payments via links. By connecting the safest payment gateways including PayPal, NMI, Stripe, and Authorize.net, Kemo SaaS makes it convenient for your legal clients to pay through their credit or debit cards while all the transaction details consolidate in one place.
Let your client book appointments directly on your website, landing pages, or by clicking the booking links inside emails and SMS. Send an automated booking reminder to the lawyer and client via email or message before the appointment. Create dedicated calendars for every lawyer showing the available time slots so your clients can book directly and online. Or create service calendars such as legal advice, document preparation, representations, etc, and set booking windows. You may also ask your clients to pay a deposit at the time of booking to ensure maximum confirmation.
Every call is important in a law firm and missing your calls most definitely means missing your potential leads. Save your lead from slipping through the cracks by automating an instant text back to every missed call. The incoming calls are captured in the contacts and conversations and are further nurtured through marketing automation. Kemo SaaS also offers an Interactive Voice Response system in which a computer-operated telephone system interacts with the callers to handle simple requests, call routing, or provide information. IVR manages call volumes and improves client interactions in a law firm.
Make signing documents, fee agreements, and contracts faster with e-signature software. Quickly send agreements to your prospective clients and get their e-signatures within no time. Kemo SaaS e-signature tools allow your clients to add legally accepted signatures for fast proceedings and you will be notified when the document is received, opened, and signed.
Kemo SaaS offers seamless integrations with third-party tools, apps, and legal practice management software to ensure that your law firm runs smoothly and has everything to help your practice stand out.
Build credibility and keep your clients always informed about legal matters by facilitating timely and relevant communication. Communications across all channels are organized in one place for easy access.
Track the case progress, manage documents, and assign tasks within CRM that lead to reduced risk of errors and improve your firm’s working efficiency.
With the comprehensive data collected through clients’ interactions, preferences, and case outcomes, you can measure the performance of marketing strategies and make decisions accordingly.
Kemo SaaS CRM for lawyers is GDPR compliant and strictly adheres to regulations that ensure every client’s data and documents are completely safe against any security breach.
Do you want your law firm to witness skyrocketing sales and improved client interactions? Kemo SaaS is ready to serve with its streamlined workflows to help you establish and maintain long-lasting client relationships and grow your firm’s ROI.
Full access, Cancel Anytime
Instant Access
A law firm should choose a user-friendly CRM, that offers third-party integrations, is customizable according to the firm’s requirements, offers sales and marketing automation, and comes with effortless client data management.
Whether you are running a solo law firm or a big one, a CRM helps you manage and centralize your clients’ data and minimize the workload by automating repetitive tasks. It helps you optimize your law firm’s operations and increase your productivity.
CRM software for lawyers helps in client management by centralizing clients' data, automating client intake, streamlining communication, simplifying billing, and offering tools for improved client interactions.
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