Legal CRM: what it is and why a contacts spreadsheet isn’t enough

The firm receives contacts through WhatsApp, the website, referrals and social media. Some become clients; many simply disappear. Most of the time not because they gave up, but because nobody made the next contact.

What a CRM is

A CRM (customer relationship management system) records every person who reached out to the firm, with:

• Source of the contact (WhatsApp, website, referral, social media);
• The person responsible for the follow-up;
• History of conversations, documents and proposals;
• Current stage in the funnel;
• Next action with a date.

Why a spreadsheet isn't enough

• It doesn't alert you when a follow-up is overdue;
• It doesn't keep the conversation history;
• It doesn't show the funnel or conversion rates;
• It's out of date within a few weeks.

What changes in practice

1. No forgotten contacts: every lead has a next action;
2. Proposals followed up until a decision is made;
3. Data for decisions: which channels bring the best clients;
4. Predictability of new agreements each month.

CRM and cases connected

Ideally, when a lead signs an agreement, they become a client and a case with no retyping: the person's data, documents and history move along together.

How IntegraLegal solves this

IntegraLegal's CRM Hub brings together leads, opportunities, proposals, agreements, tasks, documents and reports in organized tabs. WhatsApp contacts come in on their own, the funnel is visual and the smart workflow triggers actions at each stage. When the agreement is signed, the person is already registered for the case.

Stop losing clients for lack of follow-up: try it free for 7 days.

Read also

• From first contact to signed agreement: organizing the firm’s sales funnel
• Smart workflow: the sales funnel that works on its own
• From WhatsApp to signed agreement: how no contact gets lost along the way

Notice: this content is for information only. It does not replace a lawyer's analysis of the specific case. Always check the legislation, case law and rules in force on the date of your consultation.