Why should law firms choose Microsoft Dynamics 365 CRM

Law firms deal with a wide range of clients; hence they look for a more organised solution than spreadsheets. A Customer Relationship Management (CRM) solution is thus ideal to enable attorneys to track their clients with access to helpful tools and resources in the interest of sales, marketing and customer service.

Let’s take a deep dive into why and how Dynamics 365 CRM can transform a law firm and increase its client base.

Communication is an essential part of an attorney’s job. As an attorney, it is your duty to communicate with your individual and corporate clients about their legal rights and responsibilities, the progress on any case that your firm is working on, and any legal notices that your law firm receives. Maintaining and tracking these communications with a spreadsheet can be challenging, especially when you are faced with increasing workloads.

With Dynamics 365 CRM in place, communication becomes a lot simpler. Having access to a central client database which has all the requisite client information makes communication easy. In addition, marketing tools equipped with email marketing streamline the communication process.

Similarly, maintaining records such as a client’s case-related and payment records can be cumbersome, especially when multiple lawyers/partners work simultaneously on a case. Dynamics 365 CRM makes it easy to track your client records and interactions and understand who is dealing with which client, on which specific case.

As a law firm, you also need to ensure that you are accessible and responsive to your clients at all times. Client Retention and Client Satisfaction is crucial to receiving a positive referral for your law firm. Dynamics 365 CRM software makes this simpler by enabling you to respond to emails in a timely manner so that your clients feel that you are available when they need you.

At SAGlobal, we understand the Legal industry better than anyone else. We have utilized the leading Microsoft Dynamics 365 platform as a foundation to build a comprehensive industry-specific solution called Legal360, primarily for the legal services industry. If you are looking for a CRM solution for your law firm, please contact us.