Cracking The CRM Code for Lawyers

Paragraph, Magnifying Glass, Horizontal, ParagraphsIs CRM a necessity for lawyers?

Many law firms discover that using CRM software is not only helpful, but a necessary evil for them to effectively do business. Without a doubt, a good CRM package will go far to improve attorney/client relationships.

What is a CRM (and why do I need to know)?

CRM stands for Customer Relationship Management system. It’s goal is to provide a system that controls the activities, tools, and strategies a firm uses in order to improve relationships with its clients. Data is collected from the various interactions an attorney has with a client, and later analyzed to improve future interactions.

Included in the data collection is everything from face-to-face meetings and meeting notes, phone calls, emails, document exchanges, as well as social media contact. The process is improved via automation, which is the job of any CRM software used. If the CRM can do all these things quickly and easily, the final analysis of the data gathered will be be effective.

Keyboard, Help, Support, Information, Info, ComputerSo, what should a good CRM system include?

Since every firm if different, the requirements will vary. But, a few basics should be consistent.

The CRM system should be able to automate repetitive tasks and improve analysis times. But, at the same time, we want to avoid systems that will ultimately cost you more than they deliver.

These well-known CRM software vendors offer all of these features.

SalesForce Pro, Microsoft Dynamics, and SugarCRM are 3 of the top vendors in the CRM industry. All are considered to be branded software products, which means that you have to rely on the vendor or one of their business partners for support and maintenance.

Which, in the long run, can be quite spendy.

Another player, SuiteCRM, is a great system that offers many of the same features – and since it’s part of the Open Source arena – it’s also free!

All of these applications offer campaigns, accounts, client tracking, email integration, reporting, and mobile device integration.  basic CRM comparison

SuiteCRM vs. SugarCRM.

Both platforms compare favorably when your goal is reducing costs.

SuiteCRM include maps, events tracking, and invoicing in addition to all the features you find in SugarCRM, but the price is about $7000 less! You can see that for yourself by analyzing the comparison chart at

It doesn’t stop there. With SuiteCRM you actually get better Geolocation automation, marketing, and contact center capabilities than you get with Salesforce Pro or Microsoft Dynamics.

And, it’s tough to justify paying $12,000 more for SalesForce Pro’s slight advantages with transaction processing. This is especially true if your firm is in the start up stage .

Find out more about SuiteCRM

SuiteCRM offers a free demo without the hassle of giving up a payment method or credit card details. Just go over to to sign up.

While it is true that Microsoft Dynamics and Salesforce Pro also offer trials, keep in mind that their software and support is more suited for larger companies.


SuiteCRM and FynSis are platforms that can offer a comprehensive approach to automate all of the tasks that improve communication between you and your clients. This approach can help to improve loyalty and trust, and in the end achieve better appreciation of your client base. As a bonus, embracing a functional CRM solution will ultimately reduce costs and improve efficiency for everyone involved.

Truly a win-win solution.

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