As a lawyer, you know that time is your most valuable commodity. You measure yourself by it every minute of every day. While trying to grow your practice, how do you have the time to focus on your current clients and still attract new ones? The trick is to simplify marketing and lead management as much as possible.
CallRail’s new integration with the practice management software from MyCase helps you streamline your firm’s marketing and prospect communications by centralizing all lead and client info – from first call to the end of the case. That way, you can get more work done while still maintaining a record of all client interactions and generating insights for your marketing activities.
MyCase integration streamlines lead management
Our new integration partner, MyCase, is an all-in-one legal CRM and practice management tool. Now with CallRail’s integration, it becomes a centralized and complete solution for a client’s entire journey, from first contact to lead to client and beyond.
The integration and automation features help:
- Minimize manual entry
- Reduce duplicates and errors
- Furnish easy access to all inbound communications
- Close the attribution loop
- Provide lead and marketing insights
Once a lead becomes a client, the record moves from lead to client in MyCase. Unlike some other law firm solutions, MyCase keeps all your client info in one place. The record includes all lead and client information, including billing information and marketing origin. You see everything from how the client initiated contact to how much revenue was generated. The easy access to the full timeline of events gives you insight into how your marketing efforts are impacting your bottom line. And, with CallRail added into the mix, the result is a valuable, data-driven closed loop marketing experience.
Simplify marketing and case tasks
The CallRail integration setup is easy in MyCase. Simply find Integrations under Settings, then find and connect with CallRail.
CallRail begins working with MyCase software as soon as a call comes in. There’s no need to enter calls manually because the software will match existing leads to a phone number or email already in the system. If none exists, it can create a record for a new lead. All of the lead information stays in one place for easy access.
This automation process saves time and results in fewer mistakes than manually entering information. When it’s time to change a lead to a client, it’s as easy as dragging the contact from the lead stage and dropping it into the client stage.
Since marketing and business development are essential for law practices to bring in new clients, our integrated solution allows you to manage and complete all these tasks in one place:
- Track calls and assign return calls
- Get visibility into conversations
- Bill clients and send reminders
- Track and manage leads
- Message clients, as well as transmit documents
- Automate workflows and assignments
- Accept online payments
- Track time and expenses
- Create lead and other reports
Get comprehensive insights
Dashboards and reporting with the CallRail and MyCase integration let you see new leads, active leads, and those who didn’t end up hiring your firm. CallRail’s data and analytics combined with the work management features of MyCase help you create and export reports to quickly understand your firm’s growth and projected growth.
For example, if users enter the reasons why the leads didn’t hire your practice, you can generate the list of top reasons. You can also see and graph new leads, conversions, and those who didn’t hire your firm over a specified timeframe. And, by entering flat fees or averages into lead files, you can forecast pipelines.
A CallRail feature that is important to long-term growth is visibility into marketing sources. It allows you to learn more about which campaigns are working and why your leads become customers. You can also uncover which cases drive the greatest revenue, helping you better target your marketing.
By creating a drop-down list of referral sources, you can view how many times a source is chosen. This lets you determine your best referral sources, as well as conversions by source and area of practice. You can also create customized referral source reports based on which insights are the most useful for your practice. Then you can optimize your marketing spend and ultimately maximize ROI.
Improve marketing efficiency and client experiences
The CallRail and MyCase integration helps legal professionals and firms of all sizes, no matter your marketing goals and budget. You get the full view of your clients’ journeys in one place, which results in better insights and marketing efficiency. This leads to better client experiences, which generates client satisfaction and referrals, boosting your long-term growth.
