Law.com’s Legal Technology blog recently featured a post about the importance of Customer Relationship Management (CRM) systems for law firms. They point out that this crucial piece of business software is efficiently accomplished via Software as a Service (SaaS).
It’s all about cases and matters, right? Well, sorta-kinda. Underlying the matters are people. And those people are clients when you are wearing your practitioner’s hat and customers when you switch to your businessman’s fedora.
You may have a matter-management system, but if it does not help you manage the underlying people, you may be missing recurring business and potential clients. That’s what CRM is all about.
Need a CRM system? No worries! He mentions Rocket Matter as an option for small firms.
Our contact manager is very powerful, allowing you to manage your sales cycle through our tagging functionality. Look for more posts on this topic in posts to come!