On-Demand CRM and Case Tracking for Law Firms: Maximize Client Acquisition and Retention

On-Demand Client Matter Tracking with Salesforce.com from Force by Design.

Traditionally, law firms have obtained the majority of their clients through personal connections and references. More progressive firms are taking advantage of new technology such as webinars, blogs, email blasts, and even YouTube to attract and maintain clients. How does your firm track all these sources to find out which ones work and which ones don’t? And once you make contact with a prospect, how can you coordinate efforts to convert them into billable clients?
Salesforce.com offers a cost-effective and easy-to-use solution that can substantially improve your client acquisition and retention success. Easily customized to fit the legal industry, Salesforce.com can be implemented quickly so most offices are up and running in a matter of weeks or even days. The Salesforce.com solution provides a secure, web-based collaborative environment for tracking marketing activities, prospects, clients, accounts, and cases.

How about giving your clients access to their case data online? With Salesforce.com Client Portal, your clients can view their case information, provide comments, and view or submit documents. Your clients would have 24×7 access to the information they need, greatly increasing client satisfaction and loyalty to your firm.

Watch this webinar to find out how one Bay Area law firm has changed their client acquisition and retention success by using Salesforce.com, and take a look at the system that has given them an industry advantage:

Benefits of the Salesforce.com solution

• Client acquisition and prospect database designed specifically for law firms
• Transitioning current client data and processes
• Integrating with Outlook
• Client Portal

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