Client-Centric Solutions: Law Firm Software for Exceptional Service

Every law firm wants growth, and this is one of the reasons why law firm marketing software is used. At the same time, satisfying the needs of your current clients will be job one, and studies show that good service can catapult ongoing growth.

Compelling Statistics

According to a recent marketing study, nearly 70 percent of consumers will pay more to patronize a company that is known for good service. Nine out of 10 people will become repeat clients after having positive experiences.

Interestingly, 78 percent of people who have received good customer service from a company will give them another chance even after a mistake has been made. The vast majority of participants stated that they tend to become brand ambassadors when they have been wowed by good service.

Technological Assistance

Training your people to treat your clients in the right way is a large part of the equation, and technology can certainly play a role in this area. When you use law firm marketing software that is client-centric and designed to exceed expectations, you have a leg up from the start.

Law Firm Marketing Software

The initial step is to attract prospects, and first impressions are important. A lot of companies offer webinars and workshops to make connections with potential clients, and they market these events on their websites.

They may also have lead magnets like a checklist, a worksheet, or some other type of useful content. When the prospects enter their information, the follow-ups are key. Top-notch law firm marketing software will monitor the progress along the sales funnel.

Automated Scheduling

People live busy lives, and most folks are not especially anxious to make phone calls to set up appointments. This also extends to cancellations or changes when a meeting has already been scheduled.

This is where legal practice management software can simplify the process for your clients. The best platforms can give clients the freedom to set appointments and make ongoing adjustments without spending unnecessary time.

Secure Communications

Once you develop a formal relationship with a client, there is a matter of information/document sharing. This is a very sensitive area because of the nature of the material that will be transmitted. The most highly regarded law firm marketing software solutions provide secure portals for this function.

These systems allow you to create and store detailed client profiles, and this will include asset inventories. It’s easy to add or remove property from the inventory list, and there’s a single point of entry, so there will be no duplication of efforts when different team members touch an account.

Law Firm Document Creation Software

The interpersonal aspects of client satisfaction are very important, but the ultimate goal is to deliver tangible goods. People go to estate planning attorneys to execute legally binding documents, and the appropriate law firm marketing software can signify this process.

You can use the system to create basic estate planning documents like wills, living trusts, and durable powers of attorney, but that’s not all.

The preferred products should be capable to produce advance estate and business planning documents i.e. supplemental needs trust, irrevocable life insurance trust, charitable remainder trust, Medicaid trust, Limited Liability Company Agreement, Limited Partnership Agreement and other advanced estate planning devices.

State Specificity

Laws that are relevant to document creation vary to some extent state-by-state. The best estate planning software for attorneys will take this into account. In addition to setting the system for your state, you can create documents for other states as well if necessary.

Trust Administration

A lot of firms are not set up to handle trust administration duties, so they have to sit idly by while potential business walks out the door. When you utilize state-of-the-art estate planning lawyer software that has a trust administration workflow, this avenue becomes a possibility.

And of course, if your firm already offers trust administration, a highly effective software program will maximize efficiency. This will allow you to get more with less, and that’s the name of the game for forward-thinking firms.

Integrated Workflows

We have looked at various types of functionalities, so you have to wonder about the integration factor. Top-flight legal marketing software solutions take this into account, and the different workflows seamlessly mesh with one another with elegant simplicity.

Futureproofing

You make a significant investment when you obtain an estate planning law firm software package. With this in mind, you have to be concerned about the future, because relevant laws and government program parameters are subject to change.

The better law firm marketing software programs will take this into account. They are housed in the cloud, so they can be updated on the fly. As a result, you will always be working with current facts and figures.

Key Takeaways

Leveraging modern technology is the key to running a successful law practice. When you use the right tools, you can maximize efficiency, exceed client expectations, and steadily grow your law firm while maintaining a healthy work-life balance.

Prakash Sharma
CounselPro™ Product Manager
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com