Cracking the CRM Code for Lawyers

By July 13, 2016 June 7th, 2018 Legal CRM

Is CRM a necessity for lawyers?

Many law firms discover that using CRM software is not only helpful but a necessary evil for them to effectively do business. Without a doubt, a good CRM package will go far to improve attorney/client relationships. Legal CRM for Lawyers is specifically designed to maintain strong fruitful relationships with customers.

What is a CRM (and why do I need to know)?

CRM stands for the Customer Relationship Management system. Its goal is to provide a system that controls the activities, tools, & strategies firm uses in order to improve relationships with its clients. Data is collected from the various interactions, an attorney has with a client & later analyzed to improve future interactions. Legal CRM for Lawyers is everything from face-to-face meetings and meeting notes, phone calls, emails, document exchanges, as well as the social media contact. The process is improved via automation, which is the job of any CRM software used. If the CRM can do all these things quickly & easily, the final analysis of the data gathered will be effective.

So, what should a good Legal CRM for Lawyers include?

Since every firm, is different, the requirements will vary. But, a few basics should be consistent.The Legal CRM for Lawyers system should be able to automate repetitive tasks & improve analysis times. But, at the same time, we want to avoid systems that will ultimately cost you more than they deliver.Learn More About Free SuiteCRM of Law firms & Legal Companies.

These well-known CRM software vendors offer all of these features:

Salesforce Pro, Microsoft Dynamics, & SugarCRM are 3 of the top vendors in the CRM industry. All are considered to be branded software products, which means that you have to rely on the vendor or one of their business partners for support & maintenance.However, Which, in the long run, can be quite expensive.Even, SuiteCRM is a great system that offers many of the same features – and since it’s part of the Open Source arena – it’s also free! All of these applications offer campaigns, accounts, client tracking, email integration, reporting, & mobile device integration.

SuiteCRM vs. SugarCRM.
Both platforms compare favourably when your goal is reducing costs. SuiteCRM includes maps, events tracking and invoicing in addition to all the features you find in SugarCRM, but the price is about $7000 less! You can see that for yourself by analyzing the comparison chart at Comparison page.

It doesn’t stop there. With SuiteCRM you actually get better Geolocation automation, marketing, and contact center capabilities than you get with Salesforce Pro or Microsoft Dynamics. it’s tough to justify paying $12,000 more for Salesforce Pro’s slight advantages with transaction processing. This is especially true if your firm is in the start-up stage.

Find out more about Free SuiteCRM of Law firms & Legal Companies

SuiteCRM offers a free demo without the hassle of giving up a payment method or credit card details. Just go over to Free Demo Page to sign up. While it is true that Microsoft Dynamics and Salesforce Pro also offer trials, keep in mind that their software and support is more suited for larger companies.


SuiteCRM and FyNSiS are platforms that can offer a comprehensive approach to automating all of the tasks that improve communication b/w you and your clients. This approach can help to improve loyalty & trust & in the end, achieve a better appreciation of your client base. As a bonus, embracing a functional CRM solution will ultimately reduce costs and improve efficiency for everyone involved.
Truly a win-win solution!

Nasir Khan - CRM Expert

Nasir Khan - CRM Expert

More than decade serving client-contact, consistently contributing above average, expertise been honed in cultivating strategic relationship, anticipating problems and communicating with warms, persuasive conviction. • Positioned SugarCRM as the most favorable CRM for BFSI industry in India