7 Of The Top Reasons Your Law Firm Needs Microsoft Dynamics CRM

These days, with higher customer service expectations among consumers, it’s hard for law firms to succeed without some form of Customer Relationship Management software (CRM). But CRMs do more than help lawyers treat their leads and customers right.

The best of them help with just about every aspect of sales while serving productivity and efficiency, too. And nobody seems to do it better than good old Microsoft. Their CRM, called Microsoft Dynamics CRM, beats the competition in several ways and impresses on many levels. Here are the reasons that stand out.

1. Efficiently Nurtures Your Leads & Keep Your Clients Happy

Lawyers didn’t go to law school to become marketers. But someone has to coddle those leads until they become customers. And someone has to keep them coming back for more. It may sound antithetical to what lawyers are best at doing, but the process of ‘nurturing’ those leads is crucial if you want to grow your firm.

Even once those leads become clients, there are dozens of contact points throughout the lawyer-client relationship. For busy law firms, each point is either a chance to fail or a chance to succeed with customer service.

Thanks to online retail giants who generate impeccable customer experiences to remain competitive, today’s consumers expect efficient follow-up and frequent communication with the companies with whom they choose to do business. Law firms included.

2. Speeds Up Conflict-Checking

Duplicate records in whatever version of a modern Rolodex you have at the moment are a major drag on your firm’s productivity. So is inaccurate information.

Together, these problems form the main reason why conflict checking processes get bogged down. How can you check for conflicts of interest if your records are a mess? Dynamics CRM offers a centralized database for faster conflict checking.

3. Shows You the Big Picture

Who keeps track of all your active cases? Where’s the master list of all your potential clients? Does Marketing talk to HR? Do the various legal teams share data with upper management? Can a lead counsel quickly get an idea of the status of any given case?

It’s hard for leaders to get a bird’s eye view of the company when data isn’t centralized. From court dates to customer data, Microsoft’s CRM puts it all at the fingertips of the people who need it most.

4. Secures Your Customer Data

Losing phone numbers and email addresses: not acceptable. Losing case data: nothing less than a tragedy. Contact info and more needs to be backed up, secure, and continuously accessible to everyone who needs it.

5. Keeps Case History Handy

Who are your big clients? What’s the status of a case? When prospective clients call, can you tell where they are in the decision-making process for hiring a firm? Microsoft’s Dynamics CRM keeps prospect history, case history, and client history at your fingertips at all times.

6. Makes Documentation Effortless

Managing a successful legal practice takes impeccable skills with documentation. Eliminate duplicate entries, reduce errors, and save time when you automate the documentation process and other routine processes with the Dynamics CRM.

7. Creates Reports Quickly and Easily

If it takes several staff members and copious amounts of time to generate a report, then your firm may find it hard to grow. Technology can help, and Microsoft’s CRM offers firm-level reporting with the click of a mouse.


We gave you seven reasons Microsoft Dynamics CRM rocks the legal word, but know this: there are more! Whether you plan on using it to nurture your leads, track your activity, or improve efficiency behind the scenes, you’ll love all the helpful features. You may even consider them essential to the management of your firm and you’ll wonder how you ever got along with Dynamics CRM.