Juris Page

What is Legal CRM and Steps to Configure – Juris Page

By March 29, 2018 No Comments

In this blog you will get an insight into what is Legal CRM and different steps to configure Legal CRM – Juris page.

Legal CRM

Juris page, What Is Legal CRM, Steps to configure Legal CRM

what is Legal CRM?

Customer relationship management software is a tool that helps you manage your business relationships effectively. Not only does the right CRM software assist with the logistics of handling your client relationships (including automated contact management and progress tracking), but it also allows you to manage leads and extract data to help you analyze relationships, your pipeline, and your success rate with leads and clients.

what is Legal CRM? Implementing a law firm CRM system is one of the best ways to maximize your revenue. It is easy to access leads and tracking process if you are using a CRM platform and it helps in customer retention and also streamlines the communication process.

Related: Benefits of Legal SuiteCRM for Lawyers, How SuiteCRM is helping law firms to grow.

How to Configure and Use Your Legal CRM – Juris page

Once you have selected your CRM, you now have to figure out what you’re gonna do with it and how to turn the thing on.

Steps to configure Legal CRM (Juris page) are:-

Step 1: Define Your Goals

What will you be using the CRM for?

To generate new business?

To keep track of potential clients?

To get more visibility than other  partners, vendors, and referral sources?

This will help you assess how you will want to set up your CRM and how you will use it going forward.

Step 2: Configure Your CRM

Before adding all your contacts and deals, you will need to set the CRM up how you want to use it. Some pipeline-oriented systems have different “deal stages” (for example: Introduction, Set Meeting, Consultation, Follow-up, Signing).

So, for example, you may need some custom fields in your CRM. This will allow you to take into account some contact details beyond the typical “Name, Address, Phone, Website”.

Since each CRM is different, beyond the custom fields and stages, your next steps to configure legal CRM will be very platform-specific. Some platforms (e.g. Salesforce) require a PHD to figure out and configure.

Step 3: Import Contacts / Calendars

First you need to import all of your contacts into your CRM. Some contacts you may do nothing with, and that’s fine. But others you may note as potential referral sources or partners who you will want to get in touch with every so often.

A lot of CRMs don’t charge you per contact so you shouldn’t have to worry too much about hitting a cap.

Start your import with a small sample size to make sure that the contacts and any custom fields were imported correctly. Easier to import and delete 3 test contacts than importing your 3,000 contacts, finding errors, and trying to wipe everything.

Step 4: Set Up

Now it’s the time to create “deals” for potential clients. The term deal is used to emphasize the confirmation of frame for CRM at the end of the conversation.(Lexicata uses “matters” instead of deals, and that’s why it is the only CRM on my list targeted towards law firms). What we’re really talking about is putting potential clients into certain pipeline stages that provide you with information on what you next need to do to get that client to sign.

Step 5: Go!

Now that your potential clients and referral sources are set up, it’s time to start bringing in new business.


A CRM is a powerful tool to help law firms grow their practices. CRMs are used by small and large businesses to keep track of their potential clients, and your firm could likely benefit from using one.


Author Padmajah

A MBA with specialization in HRM, Digital marketer, Google certified adwords specialist, research writer, Avid blogger in leading sites like Hub pages, Helium, CRM consultant having 9 years of experience in managing CRM functions.

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