Practice Management
Client Management for Modern Law Firms: Is Excel Enough?
Legal Team
2024-02-20
5 min read
The Limits of Spreadsheets
While Excel is great for numbers, it fails at relationship management. It doesn't remind you of hearing dates, track communication history, or store case documents securely.
Why Use a Legal CRM?
- Centralized Data: Case files, contacts, and calendar in one place.
- Automated Reminders: Never miss a deadline or hearing.
- Client Portal: Give clients limited access to track their own case status.
#CRM#Management#Growth