7 Essential Legal CRM Features

The right client relationship management (CRM) software can position your firm for growth and streamline your relationships with leads and clients—but not every single CRM is suited for the daily needs of law firms.

A generic, industry-agnostic CRM is likely to come with a number of drawbacks, including:

• Generic workflows and tasks
• Vague features that don’t meet your firm’s specific needs
• Software features that aren’t designed to help you maintain compliance with bar rules

If you’re considering adopting a legal CRM for your practice, look for these essential features.