CRM, Legal Management System (LMS)

5 Ways to Streamline Law Firm Directory Submissions With CRM

Have you ever felt overwhelmed by law firm or legal directory submissions? If so, you’re not alone. From identifying the right ones to getting your submission in on time, there are many moving parts. Directory submissions and industry awards can be daunting, especially for small and solo marketing teams. Many law firm marketers are reinventing …

Many law firm marketers are reinventing the wheel every year and asking if it’s even worth the effort. With the right tools and strategies, it becomes much more manageable. Here, we’ll explore how midsize law firms can leverage technology like a client relationship management (CRM) solution to streamline and enhance your directory and awards submissions.

1. Leverage CRM data to inform your law firm directory submissions.

One of the key advantages of using a CRM solution for awards submissions is the ability to create a centralized database of relevant details, achievements, experience, and even financial data. This helps save time and ensure no critical information is overlooked when preparing your submissions.

2. Utilize reporting and analytics to understand the impact of your efforts.

Most CRM solutions offer reporting and analytics features that can be customized to track and analyze your law firm’s achievements. Utilize these tools to generate reports on your past successes, and identify patterns and trends that can be highlighted in award submissions. This data-driven approach makes it easy to share win rates and profitability metrics.

3. Stay on task and never miss a submission deadline.

Law firm directory and awards submissions often come with tight deadlines and multiple tasks to coordinate. Your CRM can keep you on track with reminders allowing you to set deadlines and track progress. Never miss a submission deadline again by leveraging built-in reminders and notification features.

4. Build a strong referral network.

Directory and award submissions often require references from clients and others in the legal community. Building and maintaining strong relationships is critical. Use your CRM to keep track of key contacts, communication history, and engagement strategies. Strengthening these relationships can provide additional insights and support when preparing submissions or developing a marketing strategy to drive growth.

5. Track performance for continuous improvement and better ROI.

After your submission is completed, it’s essential to track performance. Your CRM can provide insights into the success rates of individual submissions, allowing you to identify areas for improvement. Analyze feedback, refine your strategies, and continuously enhance your approach to improve your law firm directory submissions.

Are you ready to get more from your marketing? You can with CRM from SurePoint!

Strong relationships are critical to a law firm’s success. ContactEase CRM from SurePoint empowers law firms, lawyers, and their marketing teams to stay connected with clients and other important contacts and understand the activities that lead to new business. With an industry-leading adoption rate, it’s one of the most utilized solutions in the legal industry. And the best part? It works with the systems lawyers already know and use so there’s nothing new for them to learn. Connect with an expert and learn how easy it is to get more from your marketing. Learn more at surepoint.com/solutions-overview/crm.