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Multi-Business Management in Your Law Firm CRM

You're not just a law firm owner, you're an entrepreneur at heart. Juggling multiple businesses isn't just a challenge — it's your destiny. Whether it's managing another legal practice with a different focus, diving into the real estate realm, or something entirely unique, the key to seamless management lies in one powerful tool: your firm's Client Relationship Manager (CRM) or techstack. Depending on the CRM that you choose, you can manage data for multiple businesses all in one place by following these steps.

Step 1: Segment Out Your Audiences

Remember, confusion is the enemy of connection. Your CRM is more than just a database, it's your tool wand for keeping your contacts organized. Tagging each client and potential new client to their respective business is crucial. Imagine sending estate planning emails to your divorce clientele — talk about a messaging mishap! And how else will you know that your divorce client hasn’t used you for their estate plan yet? Segmenting ensures your communication is as sharp and focused on the audience receiving the message.

Step 2: Create Multiple Pipelines and Automations

Visualize your businesses separately within your CRM, and don’t let something like your real estate leads get lost in a pile of legal inquiries. Design distinct pipelines and automations for each venture. Mapping out these workflows isn't just organization, it's strategic foresight.

Step 3: Plan Your Custom Insights

Just like every business has its unique style, they each need tailored reporting to track success. Customize your CRM to capture and report on the essential data points of each enterprise. Don’t fall for the ‘one-size-fits-all’ trap; what works for one business might not be the magic formula for another. Understand your individual businesses inside out.

Step 4: Flexibility Is Your Friend

The data's rolling in, get ready to make halftime adjustments. Each of your businesses will narrate a different story through its data. Use these insights to tweak and tailor your approach. Maybe your real estate venture needs more nurturing in client relationships, while your legal practice is all about aggressive marketing. Remember, rigidity is the enemy of growth. Stay flexible, stay ahead, and make proactive adjustments.

Bonus Step: Potential Cross Sales Opportunities

You're not just running businesses, you're creating an ecosystem. Your divorce clients might need estate planning down the line. Your real estate closings may drive the need for a litigation attorney. Use your CRM data not just to track but to create opportunities for cross-selling. This isn’t just about maximizing profits, it’s about providing holistic solutions to your clients — audience by audience. You own the data, so make it work for you and them.

Optimize the Portfolio

Every entrepreneur needs a toolkit; make your CRM the Swiss Army knife in yours. Turn your multi-business model into the structure you envisioned when you set out on these ventures. Ready to start? Schedule a meeting with our team, and let’s discuss how to optimize your CRM for your vibrant portfolio of businesses. It's time to turn your entrepreneurial vision into a living, thriving reality.



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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