The concept is simple: the more client information you have in an accessible format, the better you can manage your relationships with law firm prospects and clients. IMS created the E2-CRM because we want to make your website as powerful as possible, grow your estate planning and Elder Law practice and boost profitability. Working without an E2-CRM is like flying without instruments. You can do it, but who knows where you’re going to land, or if you’ll land at all.
What is a CRM? Customer Relationship Management systems have been used by sales teams and professionals for decades to manage information but the idea of integrating the CRM with a website, Contact Us forms, and automated intake has brought all of these tools together to provide a remarkable data set that can put your law firm way ahead of competitors.
Here’s an example of what successful integration looks like:
A prospect searches for a local estate planning attorney and finds your website. The magic starts. If a CRM is in place, once that Contact Us form is in place, the data collection and integration process begins.
The information that they enter in the contact form starts the process of creating a client file in your E2-CRM. Their information is augmented by data that is drawn automatically by an AI program that populates as much of an internal form as possible. This is the custom development of the E2-CRM that we think is so important. You now know not only their name, email and phone number, but if the E2-CRM is set up for this, you’ll have data about where they live, income information, the price of their home and more. It all depends upon how your E2-CRM is set up.
What can you do with this? A lot. You’ll be able to learn if they live in a community where you have other clients. You might learn about a new area of town that you’ve never even considered for marketing. You’ll also know if they are a match with your ideal client profile and how much energy to expend in converting them from prospect to client. If the intake system is automated, a series of emails will go out to engage them with you and your form.
All of this happens automatically. How do you think that would impact your law firm profitability?
They say knowledge is power—it’s never been truer. If your estate planning law firm is not already using the E2-CRM, please call James at 877-352-2021 ext. 80. Our goal is your success –but you can’t do it without the right tools.