- Identify and cultivate high-value prospects.
- Automatically track where your leads are coming from.
- Organize leads by source, practice area, and potential revenue.
- Convert leads to Matters in CARET Legal with a single click.
- Streamline leads that come directly from your law firm website contact forms.
Generate meaningful metrics to guide your practice.
To learn more about CARET Legal's CRM feature, check out this video:
00:04: This video will explore, what is a CRM, and how you can
00:08: leverage this carrot legal feature to track leads and
00:13: convert them to profitable clients. Within
00:17: current legal, the CRM or client relationship manager
00:22: can be found using the dedicated icon on the navigation
00:26: pane Once in the CRM area,
00:30: you will see a metrics dashboard at the top of the page.
00:35: First, you will see a lead pipeline.
00:39: This funnel represents each of the stages between initial contact
00:43: and the firm sending and receiving a retainer.
00:48: Next, you will see a circle graph representing the leads
00:53: by practice area. This
00:57: will help you. Make sure the firm knows what kind of matters or on the horizon
01:01: and allocate.
01:03: Up and resources correctly. So,
01:07: the right of that, you will see a circle graph representing leads by
01:11: source. Similar to leads by practice
01:16: area. This will help the firm, make sure they know where the business
01:20: leads are coming from, so they can properly allocate their marketing
01:24: efforts. On the far right side,
01:28: you will see three live tiles. As you pan over the tiles,
01:32: they will flip to Show additional information.
01:37: The first tile will show accounts of leads by day and month.
01:43: The second tile will show conversions from lead to client
01:47: as a count in the percentage.
01:51: The third tile will show you projected and adjusted pipeline values.
01:57: More on this shortly. Under
02:01: this dashboard.
02:03: You will see a live table of your leads.
02:07: At the top within the purple Banner.
02:09: You will see several icons. There is
02:13: a WordPress icon that brings you to instructions for linking, your WordPress
02:17: website to care, it legal. Or the automatic creation
02:21: of a lead. You will also see a
02:25: printer icon and Microsoft Excel icon for
02:29: reporting on your leads. The plus sign
02:33: icon will bring up the new lead pop-up window.
02:39: Under the purple Banner, you will see filters by status.
02:44: The default view is to Showcase all active leads.
02:50: On the right, you will see a search bar with advanced search options.
02:56: This looks at just leads within the CRM.
03:01: The life table is.
03:03: Casing real-time data about your leads.
03:06: You can favorite and prioritize a lead using the star.
03:12: Clicking on the lead, name will bring you to the lead page an
03:17: additional lead related information as details.
03:22: The other columns will showcase data points like status, if
03:26: a conflict check was performed. Estimated lead value.
03:31: Comments. Looking quick edit
03:35: will allow you to edit these fields and more Using
03:39: the three dot icon on the far, right.
03:41: Will open a pop-out menu offering additional actions such
03:46: as sending an email to the lead for follow-ups.
03:50: Converting the lead to a client and matter.
03:54: Setting the lead as junk or setting the lead as lost.
04:00: In setting the lead as lost, you will be asked.
04:03: To provide a reason, the lead was lost.
04:07: Last you will be offered the option to delete a lead.
04:10: If you delete a lead, This Record is not recoverable and should only
04:15: be used if you have a duplicate lead or truly intend to remove the
04:19: lead record from your database.
04:23: Now, let's look at managing your lead.
04:26: In creating a lead, you will be asked for some information to get started.
04:31: These required fields are remarked with the purple sliver on the left of
04:35: the field. These required Fields include first
04:40: and last name for a person, contact or company name for
04:44: a company contact. Also required.
04:49: Is any quoted billing? If you do not enter quoted
04:53: billing information, that system will default to an iron-based,
04:57: only building, arrangement Once the lead
05:02: is saved.
05:03: It will be brought back to your list of leads.
05:06: Looking on the lead name will bring you to the respective lead Details
05:11: page. On the top left, you will see basically
05:15: data. On the right, you will see any custom
05:19: Fields related to the assigned practice area.
05:25: Beneath this, your lead will be broken out by record type.
05:29: These tabs include an overview tab.
05:33: Contacts vents. Tasks notes.
05:38: Communications, including email and phone call notes.
05:43: Documents and intake forms.
05:46: These are records can be added viewed or edited from this
05:50: area. You could also create these records from
05:55: other locations and connect them using the matter lead field.
06:00: All Leads will start with a prefix.
06:03: Of L hyphen. Last,
06:07: we will cover converting a lead to a matter.
06:11: When you convert a lead to a matter, any records, such as custom
06:15: field data, contact cards, Communications and documents
06:20: that were connected to, that lead will be brought forward into your new
06:24: matter. The elf hyphen prefix will now be
06:28: replaced with a matter. Number format, In
06:32: completing your conversion, you will be asked for three things.
06:36: A matter name. A practice area and responsible
06:41: attorney as these are required for creating a matter.
06:46: That's it. Once the conversion is completed, you will see a confirmation
06:50: Banner on the lower left corner and you will automatically be
06:54: brought to your new matter. This video has
06:58: been a review of the CRM within carat legal.