Features
CRM software for law firms Features
Our CRM software for law firms features a massive amount of tools to help you automate your business. Allowing you to cut down on the time spent doing repetitive tasks so you can focus on areas of your business that allow for more billable hours.
From pipeline management, conversation management, email marketing tools, website and funnel builders, social media scheduling, reputation management, and ease of use reporting—Our platform has it all. View a breakdown of our most popular features below.
Reporting Dashboard
One of the biggest pain points most businesses face is being able to track what's working and what's not. Knowing your numbers helps you identify what areas of your business need work, and how and where you should scale your marketing efforts to increase profitability.
Here's a snapshot of what the reporting dashboard includes at a glance within a single window:
Opportunities
Get a bird's eye view of how many leads have come through your pipeline, how many deals you've closed/won, and how many opportunities you've lost. You can customize the reporting window for the following views: this week, last week, last 7 days, last 30 days, last month, this year, and last year.
Conversion Rate
Knowing your conversion rate allows you to see how you stack up against your peers. If your conversion rate is low, you've likely got a kink in your sales process that needs ironing out. This is where knowing your numbers helps your business development efforts.
Pipeline Value
Get clear on how much potential revenue each lead is worth, what your revenue snapshot actually looks like, and how much revenue you're leaving on the table with lost opportunities.
Funnel Visualization
Get a funnel visualization of how your leads flow from one deal stage to the next. How many move on to the next step and what the sum of deal values is until they get to the goal stage.
Stages Distribution
See a visual breakdown of your law firm's deal stages and the sum of deal values for each stage. This will help you identify bottlenecks within your sales process so you can address what needs to be fixed and move on to what you do best.
Manual Actions Pending Report
When an automated touch point doesn't quite cut it and you need to be able to personalize your messaging you can assign yourself manual tasks. This report will show you what pending tasks there are to complete and who they are assigned to.
Tasks
Plan, manage and track all your team's to-do's and checklists in one flexible software. Automations can trigger the creation of tasks but you can also create them manually too. This reporting window will show you all pending tasks, the due date, and who they are assigned to. Take your productivity to the next level.
Lead Source Report
Knowing where your leads came from is crucial for growing and scaling your legal practice. If you aren't able to effectively track where a lead came from (especially from paid ads) you have no idea what's working, why it's working, and how to double down on those efforts while cutting back on marketing channels that aren't as effective. Get a bird's eye view of what your lead sources are, the number of leads from each source, the total lead value, whether deals were lost or won, and what your closing ratio is per lead source.
Facebook Ads Report
The reporting dashboard can pull your Facebook ad stats at a glance. You'll be able to see total ad impressions, total ad clicks, ad clickthrough rate, the average cost per click, and the total spend for a given period.
Google My Business report
The Google My Business report at a glance will give you the number of interactions your GMB page has had, the number of search views, map views, direct and indirect searches, actions, and website visits versus click-to-call actions.
Google Analytics Report
At a glance you'll be able to see the total page views on your website and funnels, the amount of site visitors that results from direct, paid, social or organic traffic.
Conversations
This is where a lot of the lead follow-up magic happens. Know what was sent, when it was sent, to whom it was sent, and whether the conversation happened over email or SMS. This will aggregate all communication across automations and manual efforts and log it by date and time.
Have a streamlined process for following up with leads by filtering your message inbox. Filter your messages by:
- unread
- recent
- all
You even have the same functionality as a regular email inbox allowing you to perform the following actions:
- send
- archive
- mark as read
- delete
You can even send an email or SMS directly from within the conversation dashboard.
Calendars
Capture, qualify, and engage with leads in minutes, not days. Add personal or team calendar-booking pages to your existing website or funnels in minutes. Integrate with your preferred calendar (Outlook, Gmail, iCal, etc.) and never have to worry about double bookings again. Let prospects and clients schedule meetings in seconds. We even integrate with Zoom for video meetings. Less follow-up, less hassle, and more time for your law firm to focus on billable hours.
Got a team?
Our smart scheduling tool connects leads and prospects with the right people in your team. Allowing them to choose when to meet with your team. You'll quickly be able to share your team’s availability to reduce scheduling delays.
Quickly and easily filter appointments by:
- users
- teams
- calendar names
Contact Management System
Within the contacts dashboard you can filter contacts by contact fields, contact activity, opportunity information, attribution, custom fields, or membership information. You can also manually perform several functions such as add contacts to a pipeline/deal stage, add contacts to a campaign or workflow, send an SMS or email to contacts, apply or remove tags, send review requests, import/export contacts, and delete contacts.
Some additional features built into the contacts dashboard include:
- filtering contacts by smart lists
- managing lists
- performing bulk or single actions
Opportunities
Within the opportunities dashboard you're able to set up and manage multiple pipelines, view Kanban-style deal stages, and easily drag & drop contacts to deal stages or have workflows/triggers set up to automate updating contact deal stages. Automate processes that would normally take hours if not days. Quickly find the contact you need by organizing your clients with customized categories and tags. Spreadsheets are a thing of the past with our highly visual dashboard showing you what needs to be done, why, and when.
Payments
Within the payments dashboard, you can create and send invoices directly to your clients. You can set up products to streamline the invoice creation process for your law firm saving you hours of time each week. You're also able to view orders and transactions and enable tax settings. Our platform integrates with Stripe and PayPal to make payment processing easy on your end and provide your clients with platforms they know and trust.
Marketing
Stop wasting money on ineffective marketing. ROI Jolt gives you control over your marketing with world-class technology, transparent tracking software, and a team you can trust to help reach your law firm's goals. So you can focus on the cases you have. Digital marketing for lawyers is vital to generating client leads and growing your law firm’s business.
Social Media Planner
You can currently connect your Facebook page, Facebook group, Instagram page, Linkedin profile, LinkedIn business page, and your Google My Business page to the social media planner tool. Draft posts to be saved for later (great for compliance or approvals with other team members), schedule, or post right away.
View your posts and which networks you have them scheduled out for with an easy-to-use calendar view. Save time drafting, approving, and scheduling posts for your law firm.
Email Campaigns
Send or schedule the email to your contacts (specific contacts by email address, tags, or all of your contacts) or send emails to smart lists you've created. Make email marketing for your law firm easy and streamlined. We even provide desktop, tablet, and mobile previews for your emails so you can see how they will look on every device.
Email Template Builder
The email template builder makes it easy to create stylized and on-brand templates for sending campaigns to your contacts. Use the templates to easily plug-and-play new images and text into them and customize them how you like with our drag-and-drop editor.
Trigger Links for SMS
Trigger links allow you to put links inside SMS messages and emails, which allow you to track specific customer actions and trigger events based on when the link is clicked.
Automation
This is where the magic (and time freedom) happens. Automatically send emails, SMS, Facebook messenger, Instagram DMs, and Google My Business messages to your prospects. Meet leads on the platform they like and know best without switching between multiple tabs. Send them the right message at the right time to nurture, engage, and convert them to clients.
Not only can you automate your lead-to-client pipeline actions and follow-up messages, but you can create an entire new client onboarding process that is automated for yourself AND your clients.
Workflows
Create sophisticated workflows to not only communicate with leads and prospects at different stages of the buying decision, but also to tag contacts, send internal notifications, add contacts to workflows, remove them from workflows, send an invoice automatically, add to Google Analytics or Adwords as a conversion goal, and so, so much more!
Sites
Marketing your law practice can be really easy. Build your website and lead generation funnels on our legal-specific platform. Easily add to and edit your website and funnels with our intuitive drag-and-drop interface. No design, coding, or SEO skills needed. 100% desktop, laptop, tablet, and phone compatible.
Funnels
We've got pre-built highly converting funnel templates built specifically for lawyers and law firms ready for you to customize, launch and watch the leads flow in from. From lead magnet funnels, webinar funnels, free consultation funnels, and calendar booking funnels all built specifically to help grow your practice. Enable and fully customize popups based on button click or exit intent so you can capture more leads and ultimately more business.
Websites
Build your entire website within our platform quickly and easily utilizing our pre-made templates or create your own from scratch. The drag-and-drop builder is user-friendly and intuitive. Great functionality, design, effective tracking, and best of all no coding necessary!
Memberships
Build out mini-courses as a lead magnet, comprehensive courses that you sell, or create memberships all from within the plaform. Get a bird's eye view on your stats for optins, members, sales and checkouts.
Client Intake Forms
Create stylized and on-brand forms that can be used on your calendar booking pages, embedded within website pages and funnel pages both within our platform and externally. Client intake forms can pass all the fields you need straight to the contact's profile, a CRM opportunity and so much more.
Surveys
Surveys are a great way to capture data from your leads. Where a form typically has all fields on a single page, a survey tends to have one field or question per page. It keeps the users engaged with you without feeling overwhelmed with how much they have to answer at one go. Enjoy some of our pre-made surveys out of the box or create your own.
Chat
Create a chat widget for your website and landing pages to help answer your client's questions when they have them. If you're offline it's a great way to capture lead data to follow up with the next business day.
Media Library
Your account comes with its own media library so you can upload logo files, images, video content, and more straight into the platform and use it across your social media scheduling, website pages, funnels, emails, SMS, and more!
Reputation Management
Automatically send review requests to clients based on CRM deal stage updates or manually send to contacts via SMS or email. Track your reputation across Facebook and Google and build up better social trust without having to chase clients for testimonials.
Detailed Reporting
Get deailed reporting on Google Ads, Facebook ads, attribution reporting, call reporting, agent reporting and appointment reporting. Know your numbers and grow and scale your business effectively.
What People Are Saying...
Nicolle Rose
Rose Events | Event Expert
"Where else can you get texting, email, phone, voice drop, in one platform?... I see this as the software of the future. Setting your internal team and your client’s up for success."
Ahkilesh Basam
Entrepreneur | Travel Enthusiast
"If you are a SMB owner that wears many hats, this is the perfect partner to help you maximize your efficiency and effectiveness in connecting with and nurturing customers. So intuitive and easy to use, it saves you time. Which of course is money."
Rachel Robertsont
Align Studio for Pilates | Owner
"Through the platform, we are able to create a marketing funnel of school foodservice directors throughout the United States and provide them with content that is very specific to their needs, impacting over a bill."
ALL-IN-ONE GROWTH PLATFORM
Help Your Legal Practice Win More Business
With our law firm CRM software, you can capture leads with custom client intake forms, track and nurture them through the client relationship management pipeline, and close more business. Plus, our law firm automation features will handle all of your scheduling, follow-ups, marketing efforts, and more. While our platform works behind the scenes to bring you more leads, close more deals, and keep your clients happy, you can focus your attention on what you do best.
Company
PO box 19237
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contact@roijolt.com
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