Content type

Are you in the legal sector? A CRM helps you manage your clients

07 Dec 2023. 14:06
Tiempo lectura
5 min. of reading
Published by
Imagen colaborador
Logo Acelera pyme
Acelera pyme

Términos de uso

You can use the resource for personal or informative use with attribution to the entity following our terms of use.


  • SME maturity
    1. Gestión de clientes / CRM
    Scope to digitize
    1. Relationship with clients

Compartir píldora


A Customer Relationship Management (Customer Relationship Manager) is a tool that will facilitate the link between your business and the people who come to it. If you belong to the legal sector, you can't miss this post!

Imagen o video destacado
CRM legal

Did you know that four out of ten Spanish companies say that 20% of their sales come from their CRM? With this tool, you could improve the relationship with your customers by getting closer to them and gaining their trust.

If you want to know how you can achieve this, we show you below.


How does a CRM work?

The modus operandi of a CRM is very simple: it consists of storing all the data about current or potential customers in a directory in order to be able to access this information in a quick and easy way.

However, it is not only about creating a list with the name, address, telephone number, email address or any other type of consumer contact, but it also serves to convert all this information into an opportunity to personalize your service and know what you can offer your customers so that they decide to buy from your business.

This tool is essential not only to record your customers' information, but also to know their needs and how you can help them in the best possible way.


What are the advantages of using a CRM in the legal sector?

A CRM for legal oriented businesses helps to obtain benefits such as:

  1. Automate administrative tasks to reduce the workload of professionals, so that they can focus on serving clients and their cases.
  2. Analyze user behavior and identify potential opportunities for business improvement.
  3. Manage the customer lifecycle to adapt to the stage they are in during the process and better track each case.
  4. Improve the user experience by offering a personalized service that identifies and satisfies the needs of each customer in order to retain and build customer loyalty.
  5. Comply with legal and ethical regulations on the treatment of customer information.
  6. Access from different locations thanks to an online platform that allows you to connect from an office, a courthouse or a client's home.


This tool is essential not only to record your customers' information, but also to know their needs and how you can help them in the best possible way.


In which cases can it be useful to use a CRM?

Now that you know what a CRM is and all the advantages it can bring to an SME in the legal sector, it is time for you to learn some tips that you can start applying in your business. For example:

  1. Create automatic appointments so your customers can quickly and easily request an available day and time to meet with you.
  2. Create contracts and documents to not only save time in drafting them, but also to reduce the number of possible errors.
  3. Generate reports that allow you to know the situation of a client or the general vision of the business to facilitate decision making.
  4. Segment your marketing campaigns to users with specific characteristics.
  5. Personalize newsletters for each user based on their preferences or their journey in your business.

Because knowing the client is essential. But, in the legal sector, personalizing your services is essential not only to build trust, but also so that clients continue to count on you when they need any advice or plan of action.

Digitalization facilitates all these processes. And having a CRM is a key strategy when it comes to managing your client relationships.

Access our content section to continue your digital transformation!

Related content