CRM Management for Law Firms
Dedicated virtual assistants who manage your legal CRM to keep your pipeline organized and your data accurate.
A CRM system is only as valuable as the data inside it. Many law firms invest in platforms like Lawmatics, Clio Grow, or HubSpot but struggle to keep them updated because attorneys and staff are too busy to enter data consistently. DocketHire provides virtual assistants who manage your CRM daily, ensuring every lead, contact, and interaction is recorded accurately so you can make informed business decisions based on reliable data.
Our CRM assistants handle the operational tasks that keep your system running smoothly. They enter new leads and contacts, update pipeline stages as cases progress, tag and segment your database, and ensure automations are functioning correctly. They clean up duplicate records, fill in missing information, and maintain the data hygiene that is essential for accurate reporting. When you need to run a campaign or generate a report, your data is ready.
Understanding your firm's business development pipeline is critical for growth. DocketHire assistants generate regular reports on lead volume, conversion rates, revenue by source, and other key metrics from your CRM data. They help you identify which marketing channels deliver the best return and where leads are dropping out of your pipeline. With clean data and actionable reporting, you can make smarter investments in your firm's growth.
Key Tasks
- Enter new leads and contacts into your CRM system
- Update pipeline stages and case statuses regularly
- Clean up duplicate records and merge contact entries
- Tag and segment contacts for targeted outreach
- Monitor and troubleshoot CRM automations and workflows
- Generate weekly and monthly pipeline reports
- Track lead sources and marketing attribution data
- Manage email drip campaigns and nurture sequences
- Ensure data accuracy across all CRM fields
- Coordinate CRM data with case management systems
Tools & Platforms
How It Works
Audit Your CRM
We review your current CRM setup, data quality, and workflows.
Assign a CRM Specialist
Your assistant manages daily data entry, cleanup, and reporting.
Leverage Better Data
Clean, accurate CRM data powers better business decisions and growth.
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Get started with CRM Management for Law Firms
Get started with a qualified legal virtual assistant today.