CRM & Marketing Automation Software for Law Firms
Partnered with Lawmatics and experienced in many commonly used platforms, we can help your firm's customer relationship management in both strategy and technical implementation.
What Features To Look For in a CRM
There are many options when it comes to choosing a customer relationship management platform. From free to enterprise, the features and functionality widely vary between different systems so it is key to first understand how your law firm will use this technology. From there, you can evaluate what features are required.
Functionality
Support
Customization
Integration
Audiences
Attribution
The ability to assign your contacts to campaigns and engagement allows you to report on your marketing ROI.
Automation
User Management
Cardinal Concepts Is Partnered With Lawmatics
Lawmatics is the #1 Attorney-Client Relationship Management Platform, offering an end-to-end solution that provides law firms with client intake, CRM, and marketing automation, fully customizable campaigns, and powerful industry-specific app integrations. With Lawmatics, law firms win more business, impress clients, and are more efficient.
As an agency partner, Cardinal Concepts can provide Launch and Earn™ Lawmatics accounts that are pre-built and ready to be plugged into your law firm. Automations, stages, reporting, and much more, we’ve already done the work so you don’t have to.
Need Assistance Setting Up or Managing Your Law Firm's CRM?
We have experience with many CRM platforms and can consult, contribute, or manage to take the burden off of you.