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February 1, 2024

Client Relationship Management for Law Firms: How to Build Stronger Client Relationships

CRM blog

Strong client relationships are crucial to the growth of a lawyer’s practice and the long-term success of your law firm. Make client relationship management part of your firm’s long-term growth strategy.

The right client relationship management (CRM) solution can help law firms and their lawyers build and maintain stronger relationships with their clients. In this post, we’ll look at five ways CRM can help law firms streamline business development and build stronger relationships.  

Client Information: When and Where You Need It

CRM systems offer a single source of truth for your firm’s data making it possible to collect and share information about your firm’s important clients and contacts. Built-in tracking and reporting capabilities offer insights into the activities that lead to new business and opportunities to enhance client engagement with outreach focused on their needs and preferences.

Improved Communication

CRM solutions can facilitate better communication within a law firm as well. Many firms leverage CRM to develop a culture of firmwide knowledge sharing and collaboration resulting in stronger business development practices and a more informed view of the client and resulting business opportunities. Timely and relevant communication with clients also becomes easier when you understand how they engage with your marketing content. When you integrate CRM with your website, you can quickly and easily understand their patterns and preferences.


When firms take time to understand the preferences of their clients, they can start to personalize marketing efforts and provide relevant content to enhance client service and create a more meaningful client experience.

Streamline Business Development

CRM can help law firms streamline business development with built-in tracking tools allowing the firm’s professionals quick access to the information they need when cross-selling to current clients or uncovering who has the strongest relationship with a potential client.   

List Segmentation

While today’s law firm CRM solutions offer users more than a way to manage mailing lists, pulling together a good mailing list is still very important. Categorize your firm’s clients into segments based on practice area, industry, or other criteria relevant to your firm’s marketing. Targeted mailing lists enable you to tailor marketing messages and provide relevant information to your clients, strengthening your relationships even more.

Webinar: How to Make Your Client Relationships Even Stronger with CRM

For more tips and tricks on leveraging CRM to create stronger client relationships, join us for our next webinar, “How to Make Your Client Relationships Even Stronger with CRM.” Law firm marketing and CRM expert Jennifer Whittier will explore tools, tips, and best practices for building stronger, more meaningful relationships with your firm’s clients and important contacts. Learn more or register

About SurePoint Technologies

SurePoint’s innovative legal software solutions improve workflow and maximize financial performance and profitability for law firms. As the leading provider of award-winning enterprise software, SurePoint’s distinctive cloud platform integrates client management, practice management, and financial management for powerful relationship-building and knowledge-sharing capability. With a community of over 100,000 members, SurePoint is transforming the legal industry by enabling law firms to unlock higher performance and free lawyers of administrative burdens to spend more time focusing on their clients and their practices. Learn more at