How different would your estate planning law practice be if you could read your client’s minds? You’d know what their chief concerns were, what keeps them up at night, and what they think of you. You’d also save a lot of time, since you’d already know where they live, their income, and a host of other facts that go into creating their estate plan.
Through the use of our E2 CRM and CLIPSM, IMS estate planning and Elder Law attorneys have access to data that is automatically integrated into your practice’s system. We streamline processes, reduce the time needed to perform repetitive tasks and sometimes, make your clients wonder if maybe, just maybe, you are reading their minds.
If you are using the E2 CRM, that first email contact form that comes through your website begins the process of populating data automatically. We know from experience that data entered by humans is often replete with typos, unless you are lucky enough to have an eagle-eyed staff. Some of you do, some do not. You know how clients take it personally when their names are spelled wrong, or, worse, if someone else’s name appears on their documents. That can now be a thing of the past.
Once that data starts populating the E2 CRM, it does not have to be entered again. Certain information is also automatically drawn from information available in the public domain. And the next step takes your clients through the CLIP system, which will engage them with a series of question that require them to respond before the next email can be sent. Their information continues to be gathered, so that by the time they arrive at your office, they don’t have to start filling out forms. They know a great deal about you, and you know a lot about them.
Armed with this information, you and your colleagues can be proactive instead of waiting to see who comes in the door and what they need. Your clients feel like they have engaged with your firm, in a genuine and warm manner. And you’ve just saved a lot of time. That’s the power of data-based marketing.
Want to know more? Submit a support ticket, or call James at 877-352-2021 ext. 80.