The goal of most law firms is to make a profit by Growing, Protecting and Sustaining clients (G-P-S). The truth is … that most law firms do a poor job of marketing, managing clients and growing business development.
So why do you need a legal CRM system? Because the problem is… you don’t know which clients you will lose, how many you have called on, or what the rest of your firm is doing that will affect your success or failure. Just knowing how many calls to clients or prospective clients have been made is often done by asking them!
For years, law firms relied on lawyers to maintain good relationships with clients. They kept their own client records, followed up on new opportunities and grew the client base and service reputation. But when lawyers change firms, or the partners don’t know what the lawyers have promised (and vice-versa), this gets many firms in trouble.