Is a marketing CRM appropriate for a law firm?

For intake and follow-up, yes, and most firms already use one badly. Case management stays in your practice software. The CRM handles the part before someone becomes a client, and hands off cleanly after.

What about the Florida Bar rules on solicitation?

Follow-up goes only to people who contacted the firm. Nothing here initiates contact with someone who did not ask. The wording is reviewed against Rule 4-7 before it runs, and you have the final say on every message.

Have you worked with law firms?

I built and operate a platform that connects attorneys with medical providers under HIPAA, which required exactly this kind of careful intake. The referral-tracking design here comes from it.

Intake that answers in minutes and keeps the file clean

A potential client calls three firms. The one that calls back first gets the consult. Meanwhile the intake notes are on a sticky, the conflict check is a memory, and the referral source is a guess at the end of the year.

Send me the situation How it works

Answered personally, usually the same day. If a CRM is not what you need, I will say so.

For solo and small firms, practice groups, and the referral networks that feed them.
An operator who has run a CRM inside this trade
Fields, stages and follow-up rules specific to it
Scoped in writing, priced before work starts

Twelve

companies operated, six of them his own

Two

CRM platforms run inside his own companies today, GoHighLevel and Zoho

3,984

inbound calls transcribed and graded to see what the CRM was missing

136,737

legacy contacts cleaned and loaded into working audiences

What the CRM has to hold in legal services

Intake in the first five minutes

A web or phone enquiry gets a personal response and a consult booking link immediately. The intake form collects what the attorney needs before the call, so the consult starts at the case rather than at the spelling of a name.

Conflict check before the consult

Opposing party names captured at intake and checked against the contact list before an appointment is confirmed. Automated where it can be, flagged for a human where it must be.

Referral sources you can thank

Every matter carries where it came from. At quarter end you know which attorney, provider or directory sent the work, and which ones you should be taking to lunch.

Confidentiality built in

Matter details stay in fields with restricted access. Automated messages never contain case facts. The setup is reviewed against the Florida Bar's advertising and confidentiality rules before it goes live.

Asked by legal services owners

Is a marketing CRM appropriate for a law firm?: For intake and follow-up, yes, and most firms already use one badly. Case management stays in your practice software. The CRM handles the part before someone becomes a client, and hands off cleanly after.
What about the Florida Bar rules on solicitation?: Follow-up goes only to people who contacted the firm. Nothing here initiates contact with someone who did not ask. The wording is reviewed against Rule 4-7 before it runs, and you have the final say on every message.
Have you worked with law firms?: I built and operate a platform that connects attorneys with medical providers under HIPAA, which required exactly this kind of careful intake. The referral-tracking design here comes from it.

Where to start

CRM setupYour CRM, on whichever platform fits, configured to how your business actually sells.Sales pipeline setupStages that match your real sales conversation, with a value and a date on every deal.Missed-call text-backA text within a minute of every missed call, with a way to book. Works from the truck.Lead follow-up automationA reply in a minute and a sequence that runs until they answer or say stop.

Other industries

Precious metalsDealers, refiners, buyers and private vaults.Luxury retailJewelers, watch dealers, galleries and boutiques.ConstructionGeneral contractors, roofers, pool and seawall companies, remodelers and specialty trades.Real estateBrokerages, teams, apartment locators and property management groups.

Tell me what is in the way.

One form. Read by the person who would do the work. If a CRM is not the answer, you will hear that first.

Send me the situation Email instead