contacts journal crm vs less annoying crm

#Contacts journal crm vs less annoying crm software

This cloud-based system does indeed mimic many features of case management, making it client/matter-centric. Instead, it is the brainchild of lawyers who have obviously experienced my own data nightmares. When I sat down for my first run-through of Lexicata, I assumed I would see yet another big name sales spin-off product. They want a case intake system! Lexicata Delivers If we were to think outside the box, couldn’t we just boil it down to one phrase? Legal professionals don’t want just CRM. Law practices need “Just the facts,” but lots of them. CRM packages don’t share their information easily with Case Management and therefore require massive amounts of redundant information gathering-annoying to the client and costly to the firm.CRM packages are either too simplistic Outlook add-ons, or so complex that using them requires dedicated trained staff and a consultant for customization.CRM packages are based on a single client:single product model, whereas the legal industry really needs a one client:many cases model.

#Contacts journal crm vs less annoying crm software

CRM packages are often converted product sales software that focus on the Purchase Order concept rather than the Services Agreement concept and are therefore not really suitable.And for those of you who dream big, it would also be nice if along the way you could collect all the information needed to actually proceed with the case (Notes/Intake Forms).Īlas, most firms who have actually tried one of the many available packages have stubbed their collective toes on one or more of the following: The concept, while not unfamiliar to those who use software to manage the running of a case once it is “on-boarded” (Case Management), boils down to finding a way to log the information about the potential client (Contact Card), create a list of things to do to keep that contact involved with the firm (Tasks). This is uniquely important for those in either high volume practices like personal injury, or ones that have a long client development cycle such as business formation (transactional) firms. Legal professionals-whether the actual rainmakers for the organization, solo wizards of their own domain, or partners in charge of the business bloodline-have struggled for years with the this one topic: How do I (we) keep potential work from slipping through our fingers, as well as measure the success of our methods to attract business, even if it is word of mouth? Client Relationship Management (CRM) is just one of those terms that has all sorts of stigma attached to it.