Why Having A CRM Isn’t Enough For Law Firm Growth

It’s not always common practice to give your competitors free advertising. But in this case, we’ll make an exception. Zoho, Clio, Salesforce, Freshsales, Insightly …

What do all these customer relationship management (CRM) systems have in common? Yes, they have become indispensable growth tools for firms. However, the answer we’re looking for is that what all these CRMs have in common is that they often fall short in the critical aspect of lead generation (getting more prospective clients). These CRMs are actually not competitors of Client Clerk. While Client Clerk has a built-in CRM as part of its offerings of digital marketing solutions, it is superior to these CRMs. Here’s why…

Lead Capture Beyond CRM

 

Most CRMs, including well-known platforms like Zoho, excel in handling leads from external sources. However, they often lack in actively helping firms capture leads in the first place. Client Clerk stands out by seamlessly integrating lead capture tools such as forms, landing pages, chatbots, and more. This means it doesn’t just manage leads; it actively contributes to the lead generation process, ensuring a steady influx of potential clients.

 

Universal Inbox for 2-Way Communication

 

While many CRMs focus on managing one-way communication, often limited to email, Client Clerk takes it a step further with its universal inbox. This feature allows for two-way communication through both email and SMS. This means firms can engage with leads directly within the platform, fostering personalized and efficient communication beyond what traditional CRMs offer.

 

More Than Just a CRM

 

Client Clerk sets itself apart by offering a many features that extend beyond the traditional CRM capabilities. As you’re going through this list of seamlessly integrated firm-growth features, ask yourself if your current CRM offers the following:

 

 

Unlimited Sales Funnels

 

Unlike some popular CRMs that limit the number of sales funnels, Client Clerk provides unlimited sales funnels. This enables firms to tailor their approach to different services, client segments, or marketing strategies, optimizing their sales processes for maximum efficiency. If your firm isn’t using sales funnels, it should. If your firm only uses a one-size-fits-all generic approach, the end result is limited conversions. 

This is because generic marketing funnels fail to tailor and individualize marketing strategies to the unique needs of each service. That’s no problem if your firm only handles, say immigration law. However, even under the immigration law umbrella, your firm can target different populations, and each sub-niche should be marketed in a unique way. 

To use another example, with Client Clerk, you can easily have communications (blog posts, free reports, etc.) specifically designed for personal injury cases, another for family law matters, and another for estate planning. This customization allows you to tailor your communication and marketing strategies to clients’ unique needs and concerns in each service area. What’s more, with Client Clerk, you can easily employ best marketing practices for all these unique segments your firm services, such as A/B testing different approaches, messaging, and content within each funnel. 

 

See Client Clerk in action for yourself. Schedule a demo.

 

Easy Website and Landing Page Builder

 

Simplifying the process of establishing an online presence, Client Clerk includes an easy-to-use website builder. This empowers firms to create professional and engaging websites without the need for extensive technical expertise. (No coding necessary). The same is true of landing pages. If your firm offers several service areas, landing pages with no-code-needed forms are one of the best ways to grow a business. Why spend thousands of dollars hiring an agency to design clunky websites and landing pages when it takes them days to return your call, only for the campaigns to offer little return on investment? Instead, a Client Clerk build-out includes a landing page and digital marketing campaign management to capture prospective clients.

 

Booking and Appointments

 

Client Clerk streamlines the appointment-setting process with integrated booking features. This enhances the client experience and ensures potential leads can easily convert into scheduled appointments, expediting the sales cycle and eliminating leads falling through the cracks. We are not suggesting that Client Clerk replace your secretarial and administrative assistance staff. However, it does offer automated features such as consultation bookings and reminders, freeing up valuable time for secretaries and support personnel to focus on other important tasks. 

 

Automation for Prospect Nurturing

 

Automation is a cornerstone of Client Clerk’s functionality. Firms can set up automated processes to nurture prospects into clients, saving time and resources while maintaining a personalized and consistent engagement strategy.

 

Call Tracking and Analytics

 

Understanding the effectiveness of sales and marketing efforts is crucial for improvement. Client Clerk provides tracking features and analytics, offering valuable insights into lead interactions, conversion rates, and overall performance.

 

Client Clerk: Get More Clients With “Set-It & Forget It” Automation

 

Most CRMs are one-trick ponies: they organize leads and clients. Client Clerk organizes leads and clients from every source under one highly organized platform, just like the best CRM should do. But Client Clerk doesn’t just offer a gold-standard CRM communication pipeline. This unique marketing platform sends prospective clients your way through various means, including sign-up forms, landing pages, chat bots, and more.

 

In addition, Client Clerk’s dashboard offers a universal inbox that allows for 2-way email, social media messaging, and SMS communication. As the other marketing bells and whistles above suggest, there’s far more than sets Client Clerk apart from the most popular CRMs. 

 

Our legal marketing experts will set up an aut0-pilot series of emails and texts for your firm, freeing your staff to focus on building the case.

Schedule a Client Clerk demo.

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