Manage, nurture and grow your client base with James Legal CRM

Comprehensive Cost-Savings Audit

We dissect your existing business processes, systems, technology, intake procedure, marketing campaigns, and more to uncover expensive inefficiencies. Then, we devise and implement a customized plan to help you cut costs and streamline your operations. We typically save our clients $500 to $1,200 per month.

Personalized Onboarding & Continued Coaching

Whether you have proven processes in place, need help strategizing, or want to fully offload your implementation, we walk you through every step of the way. We get you up and running quickly, automate your tedious tasks, and teach you how to use the platform. Our hands-on approach and ongoing training ensures you get the most out of your membership.

1. MARKETING

-- Centralized reporting dashboard

-- Digital shock-and-awe package

-- Expertly crafted email drip campaigns

-- Premium lead magnets

-- Reputation and review management

-- Sales funnel tracking and follow-up tools 

 3. ORGANIZATION

-- Customizable web intake forms

-- Document management and file sharing

-- Call tracking and recording

-- Billing and accounting software integration

-- In-depth graphical reports 

2. EFFICIENCY

-- Customer relationship management system

-- Streamlined business and tech systems

-- Integrated calendar with task reminders

-- Appointment setter

-- Detailed time tracking

-- Real-time client activity alerts 

4. CONTENT

-- Specialty-specific branded 100-page consumer books backed by our 35 years of legal publishing experience

-- Massive libraries of pre-designed, expertly crafted substantive letters, FAQs, pamphlets, e-booklets, flyers, postcards, newsletters, and much more

-- Automated e-mails: Appointment reminders and follow-ups, referral and testimonial requests, checking-in notes, client retained/lost follow-ups, case closed, holiday, birthday and thank you cards