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5 Ways Rocket Matter’s CRM Boosts Client Partnerships
The recipe for successfully running a law firm can feel more temperamental than a souffle—you need a polished professional appearance, a top-notch legal team, and a sound marketing strategy, just to name a few.
However, one ingredient is absolutely critical to the success of any law firm: quality client relationships.
Making sure your clients are happy is more than obtaining a satisfactory verdict for them, though. It’s about creating a culture of trust and mutual respect—in short, letting your clients know that you’re in their corner, tirelessly working to ensure they get what they need.
That’s where legal client relationship management software (CRM) comes in. A legal CRM reduces the effort of client communication and the administrative work required to maintain relationships. Without endless emails to follow up on or marketing automations to tinker with, you can focus your time where it’s best spent: actually working for your clients.
Five ways Rocket Matter’s CRM improves client partnerships
Building client partnerships can require many dedicated touches, but with Rocket Matter’s CRM in your corner, it’s easier than ever to ensure a smooth flow of communication and services between clients and your firm. Here are five ways Rocket Matter CRM can help you.
1. Streamlined client intake and information management
A great client intake process sets the stage for the client-lawyer relationship. But when you use multiple tools to collect client information, follow up, and lead prospects through the sales funnel, it can create bottlenecks and lead to errors, missteps, and frustrations.
Rocket Matter’s CRM, on the other hand, is part of a fully integrated system. Data gets entered one time during the intake—and stays updated across all modules in the Rocket Matter ecosystem. No need to go back and duplicate entries or tinker with third-party automations to sync information.
All of this means that your team spends less time entering information and more time focusing on the needs of your clients. Plus, your clients spend more time benefiting from your expertise.
2. Client communication is enhanced with automation
When it comes to nurturing successful client relationships, communication is key. By using Rocket Matter’s legal CRM, you can tap into automation features that ensure prompt, personalized communication.
Lean into client communication features like:
- Automated email campaigns that allow you to send out messages for everything from birthdays and anniversaries to updates on new services or legal developments
- Appointment scheduling tools that integrate with your calendars so you can set meetings and appointments without back-and-forth emails or endless games of phone tag
- Reminders and alerts that keep your team and your clients in the loop about deadlines and appointments
3. Targeted marketing and client segmentation that ensures you’re taking on the right clients for your firm
Effective marketing is essential for your firm to scale and grow, but crossing your fingers and hoping for the best isn’t a realistic plan for success.
Rocket Matter’s CRM supports more in-depth marketing efforts with client segmentation and targeted drip campaigns. By analyzing data collected during client interactions, your firm can create segmented lists based on various criteria like case type, legal needs, or client preferences.
This data-driven approach allows your firm to tailor its messaging and services to specific groups, increasing the relevance and effectiveness of your marketing campaigns.
Make the most of your marketing with tools like:
- Client segmentation that allows you to target clients based on their needs and history for more targeted marketing
- Drip campaigns that nurture leads and client relationships over time with personalized content
- Analytics on engagement that ensure you can track where your marketing strategies are successful and where they’re falling short so you can make changes as needed
Streamline Cash Flows and Get Paid Faster with Rocket Matter Pay
Law firms have plenty of good reasons to offer online credit card processing:
- Faster, more reliable payments
- Less administrative time spent processing checks and reconciling books
- Offering clients the payment options they actually prefer
- But why have so many firms chosen not to take advantage of all the benefits of credit card processing?
4. Robust analytics that provide you with powerful insights into the minds of your clients
If you want to make your clients happy, you need to understand their needs and behaviors so you can tailor your services accordingly.
Rocket Matter’s CRM contains powerful analytics tools that will allow you to identify patterns across your firm and individual preferences. With these solutions on your side, you can:
- Use client interaction tracking to monitor all touchpoints with your clients and assess their engagement and satisfaction
- Utilize feedback collection tools to gather and analyze client input and improve the quality of your services
- Create detailed custom reports on every aspect of client management so you can make informed decisions to support the growth of your firm
5. Drive client retention through continuous engagement
The true test of a firm’s relationship with its clients is its ability to retain them.
Rocket Matter’s legal CRM solution helps promote engagement and proactive service, thereby fostering long-term client relationships.
By maintaining a regular, meaningful dialogue with your clients (even when they don’t have active cases), you’re reminding them that you’ve always got their best interests at heart, reinforcing your role as a trusted advisor instead of simply being their lawyer.
Tools that make engagement a breeze for your firm:
- Milestone tracking that notifies you of important client milestones on the horizon so you can get a jump on communication with clients
- Automatic updates that keep clients up-to-date on their matters or legal changes that could affect their interests
- Scheduling tools that allow you to sync up with clients for periodic matter reviews or check-ins to discuss current and future legal needs
- Secure client portals that allow your clients to easily and securely keep up with all of the progress being made on their matters without needing to pick up the phone
Ready to boost your client relationships?
If you’re struggling with juggling your billable hours, administrative tasks, and maintaining your client relationships, then you need a tool that will allow you to work smarter, not harder.
Rocket Matter’s legal CRM will provide your firm with a suite of robust tools that make fostering client relationships a snap.
Whether you need tools for proactive communication and instant updates or solutions to dial in your marketing efforts and bring the right clients on board, Rocket Matter is your single source of truth for running your practice while keeping your clients happy.
Ready to see what we can do for you? Schedule a demo today and boost your client relationships.
Streamline Cash Flows and Get Paid Faster with Rocket Matter Pay
Law firms have plenty of good reasons to offer online credit card processing:
- Faster, more reliable payments
- Less administrative time spent processing checks and reconciling books
- Offering clients the payment options they actually prefer
- But why have so many firms chosen not to take advantage of all the benefits of credit card processing?
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