PracticePanther enhances law firm intake capabilities with its built-in client relationship manager (CRM). Taking advantage of this functionality is easy. Using it to its fullest, however, requires some forethought, but will pay off in droves.
Boost Client Intake with PracticePanther
Law firms often overlook communication with current and potential clients. It can seem tedious and complex. With a few select features and some organization, though, law firms can find easy success.
PracticePanther suggests creating automated workflows to handle most of the mundane tasks. Effective CRMs allow and encourage automation to relieve administrative burdens. Offices will have to take the time to create their workflows, but the future savings will be almost always worth it.
Once a firm is using a CRM to manage their intake, PracticePanther also suggests analyzing the data the firm is collecting. This helps determine ROI and allows for more intelligent marketing in the future.
And, since no product can possibly handle all of a law firm’s needs, offices should be aware of any integrations their CRM offers. PracticePanther suggests firms customize their solutions to fit their particular needs, rather than adjust their own skills to meet the platform.
Take a look at the demo below where our legal tech advisor walks through some of the special features of PracticePanther’s CRM.
PracticePanther Demo Video
How to Get It
Want to learn more? Visit our full review of PracticePanther. There, you can compare features, read community comments, and watch additional demo videos.Or, if you’d like to jump right in, get a demo or a free trial at PracticePanther.com.
Last updated September 12th, 2022