How to Successfully Run A Virtual Law Firm
Summary
I use a CRM with marketing automation components, which allows me to send an email and a text with an invitation to schedule a free consultation to any potential client who comes in through my website. I’ve heard many recommendations for other providers to sync communications to the client file in your practice management platform for easy record keeping and billing. But when you find yourself with no mental break during a commute, no office water cooler chats or casual lunches with fellow attorneys, and your overflowing desk is just a few feet away; the temptation to continuously work will suck away time from hobbies, family, sleep, and any social life. While there was no troubleshooting a paper form and a pen back in the early days, the immense advantages of electronic calendaring and automation drastically outweigh the occasional technological kinks. For those of us who love technology, work from home, and get very little face time with other attorneys, it’s a refreshing change of pace to talk shop and help out a fellow lawyer trying to solve the same dilemmas we have overcome.