Six Essential Features in Your Legal CRM (and How to Use Them)
What’s Inside?
While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal. Look for these six features when choosing a legal CRM—and put them to work for your law firm.
Automated email and text marketing
One-click e-signature
Text and video messaging
Dashboard analytics
Marketing task management
Software support
Meet CosmoLex’s built-in legal CRM
CosmoLex CRM is an intuitive, legal-specific CRM designed to help you grow your profits by tracking prospective clients and keeping your current clients engaged and coming back for services. Sign up for a demo of CosmoLex today or start a free trial of CosmoLex today.
There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.
Rebecca Norton | On Point Legal, Louisiana
We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.
Andrea C. Kryszak | Kryszak & Associates, Co., LPA
Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.
