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A Systematic Approach to Your Law Firm CRM Setup

A well-implemented Client Relationship Manager (CRM) system has the potential to harmonize your client interactions and internal processes. It's not just about managing relationships; it's about amplifying them, about tactfully turning every contact into more opportunities. When we set up a CRM for a client, our team follows a systematic approach to ensure the path is clear and tailored just for their practice.

Step #1: Creating the Blueprint

Begin with clarity and vision. Pinpoint the entry and exit points of each automation, and the mapping of your communication in between. Each email, SMS, questionnaire, and task forms a touch point in your client's journey. Your outlines and flowcharts aren't mere diagrams; they're the plan for success.

Step #2: Composing the Conversations

Now that you have an outline ready, infuse your CRM with the unique voice of your law firm. Craft each email and SMS with the intention of heartfelt communication. This isn't just about information, it's about connection. Consider the diverse audience that you cater to, and tailor your language accordingly. Remember, authenticity resonates, and personalized messaging is the key to engagement.

Step #3: Building the Framework

With your blueprint and content at hand, it's time to construct. Build your CRM workflows with precision, ensuring every asset—be it forms, documents, or messages—fits perfectly into place.

Step #4: Integrating Any Other Programs

Using multiple softwares or applications in your tech stack? Utilize tools like Zapier or custom APIs to create a seamless flow of data and processes, enabling your customized system to perform in unison.

Step #5: Testing and Tuning

Test each automation, each workflow, to ensure they perform as expected. We always recommend taking a screen recording these tests so that you can always ask a software or application’s support team for assistance when something misfires.

Get Your Plan Created For You

Don't let the complexity of a CRM setup become a solo challenge. Schedule a meeting with our team, and let's compose a strategy that resonates with your firm's unique needs. We start with the planning phase, charting out everything your CRM requires to ensure a stellar performance for each interaction.



Ready to have your CRM built out with workflows and automations? We're not just some consultants. We're a team of strategists, automation builders, developers, and copywriters ready to make your dream operation into a reality. And we have the marketing team to put your systems into work once they are ready.

How are we different? We look at the whole picture. How are your leads ending up in your CRM? What do they experience every step of the way? Our team looks for the 1% chance of something happening and creates a process and workflow for it. As your firm grows, we help your technology usage develop along with it. 



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