Working with lawyers can be a rewarding career according to many Paralegal Service specialists.  A paralegal supports a lawyer or law firm in many capacities, and although many firms have on-staff paralegals, others contract them through third-party businesses that offer paralegal services.  For such a paralegal service provider, one tool makes running their businesses a lot easier:  Paralegal Services CRM Software.

CRM Software has taken the business world by storm over the past few decades.  Many job functions and tasks have been combined into one easy-to-use computer program.  Secretaries, accountants, marketers, and sales all take shape in this powerful software.  The first CRM Software systems were complicated to use, required a lot of memory and servers, and were rather expensive.  Today, thanks to many advances in technology, these systems are user-friendly and more affordable than ever before.

CRM stands for Customer Relationship Management.  This process of managing relationships with customers is important, especially in the legal services field and even more so for paralegal service providers.  If your company appears disorganized or unreliable, you are going to send your clients running for the hills.  Instead, you should use Paralegal Services CRM Software to keep a streamlined and efficiently operating business.

Here are six surprising benefits of CRM Software for Paralegal Services.

1. Chat features. If your team is big, you may find yourself emailing, calling, and getting up from your workspace often.  Paralegal work can require working with many different people.  If all of your team members are logged into the CRM Software, though, you can chat in real time using the chat feature.
2. GPS locations. If you have offices in many places, clients all over the map, or even employees on site visits, then a GPS tool could be the answer to your prayers.  This tool even helps calculate mileage.
3. Invoice Automation. Creating invoices for completed work can be a daunting task, especially with a high volume of clients.  When you use CRM Software, the work becomes automated.  An invoice template is used to email or print invoices quickly and efficiently.
4. Payment Integration. Speaking of invoices, when they are paid electronically, the CRM Software can inform your accounting software thanks to full software integration.  This saves time!
5. If you find it hard to track meetings, the calendar tool can be a veritable lifesaver for you and your team.  The tool shows your calendar at a glance.  Drag and drop features make switching your 9:00 am meeting to a 1:30 pm meeting easier than ever.
6. Easy to learn. Professionals do not have a lot of time to learn how to use new computer programs.  CRM Software is intuitive, though.  Great software has training videos and excellent customer service.

For today’s paralegal, CRM Software can transform your daily routine.  To learn more about Paralegal Services CRM Software. contact CRM RUNNER today.