As we move further into the 21st century, technology is becoming more and more essential for law firms. To keep up with the competition, it is important to automate your business processes as much as possible. This includes using attorney CRM software that meets your needs.
Matterly attorney CRM was built by lawyers and is specifically tailored to the needs of law firms.
This article will explain the essential benefits of time tracking, better legal billing capabilities, automatic invoicing, client management, and so much more. So, if you’re wondering why having an attorney CRM is essential in 2022, read on to find out more.
The Importance Of Legal Time Tracking Software
Time tracking is one of the most important features of any attorney CRM. It allows you to keep track of your time so that you can bill your clients accurately.
This is especially important if you work on an hourly basis. With Matterly, you can easily track your time and bill your clients accordingly.
Imagine how chaotic your business can become if you can’t keep track of your time. Not only will it be difficult to bill your clients, but you may also end up overworking yourself and burning out.
This stress will lead to poor performance and unprofessionalism. This is why time tracking is so essential in an attorney CRM.
Time tracking takes a lot of mental energy.
By using effective attorney software, you can take the burden off of your shoulders and focus on more important things, like winning legal cases for your clients and being known as the best attorney in your industry.
Attorney CRM For Legal Billing
Another essential benefit of attorney CRM software is better legal billing capabilities. With excellent attorney software, you can easily generate invoices and send them to your clients.
You can also track payments and see which invoices have been paid and which ones are still outstanding. This information is essential in keeping your business organized and running smoothly.
The bottom line is that an attorney CRM that is built by professionals just like you will make your life easier. When you have access to better legal billing capabilities, it will be one less thing that you have to worry about.
Automatic Legal Billing
Another fantastic benefit of using attorney software is automatic invoicing. This means that once you’ve tracked your time and worked on a case, you can simply generate an invoice and send it to your client without having to put in any extra effort. This is an extremely convenient feature that will save you a lot of time and energy.
When you have automatic invoicing, you can focus on more important things, like winning cases and building relationships with clients.
This convenience is one of the many reasons why having an attorney CRM is essential in 2022.
Let automation complete the boring tasks for you. Automation, when used with synergy in your business will create a well-oiled machine that will work for you day and night. With the Matterly CRM, invoicing will be a task of the past, giving you more time to do what you’re good at – being an attorney.
Attorney CRM Client Management
An attorney CRM wouldn’t be complete without excellent client management capabilities. This feature allows you to keep track of your clients, their contact information, and their case history.
This is extremely important because it helps you build strong relationships with your clients.
When you have a good attorney CRM, you can easily keep track of your clients and their cases. This way, you can provide them with the best possible service.
Imagine showing up to a meeting and addressing your client by the wrong name. This would be a disaster. Each case is unique and important, and you need to be able to keep track of the details to provide the best possible service.
A good attorney CRM will also allow you to keep track of your client’s payments. This way, you can make sure that they are up to date on their invoices and that you are getting paid for your work. This is an essential part of running a successful law firm.
The Importance of Efficiency: The Salesforce For Lawyers
In today’s world, efficiency is more important than ever. This is especially true in the legal industry. With many cases, clients, specific dates, and details to keep track of, it’s easy to feel overwhelmed.
This is where attorney software comes in. Rather than feeling imprisoned by your to-do list, an automated solution can help you take back control of your day.
Matterly was created by lawyers to be the most efficient attorney CRM on the market. With Matterly on Salesforce, you can easily automate tasks, keep track of your clients, and manage your law firm with ease.
To paint a picture of words, let’s use a hypothetical law firm that has five attorneys. In a given week, each attorney might have:
- Three court appearances
- Five client meetings
- Ten phone calls
- Twenty emails
That’s just in a given week and it does not include the repetitive bore of sending invoices. If you’re managing a law firm, you understand how difficult it is to keep track of each attorney’s tasks, appointments, and deadlines.
If you’re reading this as an attorney yourself, you can probably attest to the fact that you often feel like you’re playing catch-up, trying to remember what needs to be done and when.
The Final Decision
If you want to provide the best possible service to your clients, then you need to have a good attorney CRM. This type of software is essential in 2022 because it provides you with the ability to track your time, generate invoices, and keep track of your clients.
Matterly is the best attorney CRM because it was built by lawyers and is the most efficient legal CRM platform on the market.
If you want a user-friendly, cost-efficient, and customizable Salesforce for lawyers, then you need to try Matterly. Don’t let your indecision cost your clients. Get started with Matterly today before your negligence does any more damage.