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The Legal Tech Stack Checklist for Your Law Firm

Efficiency isn't just a buzzword—it's the lifeblood of a thriving practice. Imagine a world where every interaction is leveraged to its fullest potential, where no lead slips through the cracks, and your firm has a harmonious blend of precision and pace. That's not just a daydream; it's the power of a robust tech stack that’s tailored for the dynamic world of business.

Call Tracking

When your firm's phone rings, it's not just a call—it's an opportunity. Call tracking technology, like CallRail, doesn't just count your calls; it uses vanity numbers to dissect the lead source and records them, offering data and insights for your team to learn from. It provides an all-access pass to interactions with your team, empowering you to fine-tune your strategies with recorded insights that sharpen performance and a strategic intake process.

Website Tracking

Your firm's digital footprint is a story told by visitors' clicks and scrolls. Tools like Google Analytics and Google Search Console start the narrative, but to really get to the heart of your audience's behavior, you need the deeper analysis that platforms like HotJar offer. They're the digital detectives that record your website's sessions, turning casual browsers into chapters of actionable insights.

Custom Forms

Efficiency blooms when information flows seamlessly. Custom forms on your website are the digital handshakes that greet potential clients, capturing essential data with ease. And that’s just the start. Imagine forms that remember your clients, auto-fill the details, and send them directly to your internal team, saving precious time. This will have your potential new clients and internal team passing information back and forth more effectively. It's a process that is fluent, fast, and always building on the last interaction.

Calendaring Assistance

This might be something that comes built in with your CRM, but if not, there are plenty of stand alone solutions such as Calendly or Acuity that you can look into. If you use a calendaring service separate from your CRM, make sure you connect them together at some point for a seamless flow that intakes potential new clients. This will make the back and fourth of scheduling into a thing of the past.


The quicker clients can cross the T's and dot the I's, the faster your firm accelerates. Embedding this technology into your CRM or integrating a swift standalone system makes your process for getting hired that much easier.

Messaging Service

You need a means of reaching your contacts via email and SMS. And sure, you can use your individual mailboxes for this. But the more you automate these messages, the more efficiently you amplify your reach. Every automated message is a chance to connect, engage, and remind your clients that you're not just a firm — you're a constant guide.

CRM or Database

Imagine a vault that not only safeguards every shred of client data but also turns that data into gold. That's your CRM. It's more than a database — it's a central nervous system that automates workflows, sparking life into the data and turning it into actionable steps, ensuring that no contact is ever just a number.

Case Management

Once you've won your clients, the real journey begins. But what happens when someone hires your firm? You need to set up a systemized process for task management, time and billing, and document generation. Your case management system isn't just a tool — it gives your team the ability to easily guide your client through your process. The more integrated your case management system is with your CRM, the more streamlined the experience will be for your contacts.


Reporting tools are the scribes that transform successes (or lessons) into insights. Whether it's a feature within your CRM or a custom-built dashboard, these tools don't just crunch numbers — they narrate the tale of your firm's triumphs and trials, turning marketing tactics into data that guides your next strategic move.

Ready to Build Your Legal Tech Stack?

Technology should be a partner that helps your firm reduce missed steps. It's time to embrace the future and let our team at LegalEase Marketing design the techstack that works with your firm's operations. Schedule a meeting with our team, and let's compose a plan that places efficiency and effectiveness into one system, piece by piece.



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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