About this template

Legal CRM Template for Account Executives equips reps with account context, contacts, and opportunities in one view. Forecasts update automatically as deals progress.

What’s included

Boards

Accounts Board - This board is essential for managing all client accounts efficiently. It includes vital information such as the company name, domain, and industry, helping account executives quickly access and update client profiles. The 'Contacts' and 'Deals' columns provide a mirrored view of related contacts and ongoing deals, ensuring seamless tracking and follow-up. With details like the number of employees and headquarters location, account executives can tailor their approach to suit the client's scale and geographical presence.
Leads Board - This board is designed to streamline the lead management process. Account executives can track the status of each lead, create new contacts with a single click, and store essential information such as the company, title, email, and phone number. The 'Last interaction' column helps in maintaining timely follow-ups, while the 'Active sequences' column (unsupported) would ideally track ongoing communication sequences, ensuring no lead slips through the cracks.
Contacts Board - Centralizing all contact information, this board allows account executives to manage relationships effectively. It includes fields for email, phone, title, and company, along with statuses for type and priority, ensuring that high-priority contacts receive the attention they need. The 'Accounts' and 'Deals' columns provide a relational view, linking contacts to their respective accounts and deals, facilitating a holistic approach to client management. The comments section is useful for logging important notes and interactions.
Deals Board - This board is crucial for tracking the progress of all deals. It includes columns for the deal name, stage, and owner, allowing clear visibility of the deal pipeline. With fields for deal value, close probability, and forecast value, account executives can accurately predict revenue and strategize accordingly. The 'Contacts' and 'Accounts' columns link deals to the relevant parties, while the 'Last interaction' date ensures timely follow-ups. This board is vital for closing deals efficiently and maximizing revenue.
Legal Cases Board - Specifically tailored for the legal industry, this board helps account executives manage legal cases with ease. It includes columns for case name, number, client, and start and end dates, providing a comprehensive overview of each case. The status column helps in tracking the case progress, while the 'Assigned To' field ensures accountability by designating team members to each case. This board is indispensable for maintaining an organized and efficient legal case management system.

Dashboards & Reports

Annual Target - This dashboard allows legal account executives to track annual revenue goals, providing insights into long-term performance and helping adjust strategies to meet end-of-year targets.
Monthly Target - By monitoring monthly revenue goals, account executives can identify trends and make timely decisions to boost performance within shorter periods, ensuring consistent progress towards annual targets.
Average Deal Value - Understanding the average deal value helps account executives to assess the quality of their leads and clients, aiming to increase the value of each engagement and focusing on higher-value opportunities.
Active deals - Forecasted Revenue - This dashboard provides a forecast of potential revenue from current active deals, helping account executives prioritize efforts and allocate resources efficiently to maximize revenue.
Deal status distribution - By displaying the status of all deals, this dashboard helps account executives understand their pipeline's health, identify bottlenecks, and implement strategies to move deals forward.
Actual Revenue by Month (Deals won) - Tracking actual revenue from won deals monthly allows account executives to measure success, analyze performance trends, and recalibrate strategies to improve future outcomes.
Pipeline conversion - This dashboard helps account executives measure the effectiveness of their pipeline, identifying conversion rates and stages that need improvement to optimize the sales process.
Activity tracker - Monitoring activities such as calls, emails, and meetings helps account executives stay organized, ensuring consistent client engagement and follow-up to drive deals forward.
Forecasted Revenue by month - This dashboard provides insights into expected revenue on a monthly basis, aiding in financial planning and helping account executives align their efforts with revenue projections.
Forecasted Revenue by Stage - By forecasting revenue based on deal stages, account executives can identify which stages require more focus and strategize to improve progression through the pipeline.
Deals Stages by Rep - This dashboard evaluates the performance of individual reps at different deal stages, helping account executives manage their team effectively and provide targeted coaching to improve sales outcomes.
Deal Progress based on Month Added - Tracking deal progress based on the month they were added helps account executives understand the pipeline's flow and identify any delays or issues early, allowing for timely intervention.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures account executives are immediately informed of new emails, facilitating prompt responses and maintaining client engagement.
When an email is opened → Notify item subscribers with a message - By notifying when emails are opened, account executives can better gauge client interest and follow up at the right moment to drive deals forward.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines contact management by automatically moving new contacts to the appropriate board, ensuring organized and efficient client database management.
When a lead is created → Set its status to 'New Lead' - Automatically setting the status of new leads helps account executives quickly identify and prioritize new opportunities, facilitating timely engagement.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - By updating the 'Last interaction' date, this automation ensures account executives have accurate and up-to-date information on client interactions, aiding in effective follow-up and relationship management.

Frequently asked questions

How can this template help me manage client relationships in a legal firm?

This template provides tools to track client interactions, case progress, billing, and compliance, ensuring you can manage and nurture client relationships effectively in a legal context.

Can this template assist with tracking legal case updates and deadlines?

Yes, the template includes features for managing case details, tracking deadlines, and setting reminders for important legal milestones, helping you stay on top of your caseload.

How does this CRM template handle legal billing and invoicing?

The template includes columns and workflows for tracking billable hours, generating invoices, and monitoring payment statuses, ensuring accurate and efficient billing processes.

Can this template help with compliance and legal documentation management?

Absolutely, this template allows you to store and manage legal documents, track compliance requirements, and ensure all necessary documentation is up-to-date and accessible.

How can I use this template to improve client satisfaction in my legal practice?

By providing a comprehensive view of client interactions, case progress, and billing, this template enables you to respond promptly to client inquiries and keep them informed, thereby enhancing client satisfaction.

Does this CRM template support collaboration among legal team members?

Yes, the template is designed to facilitate collaboration by allowing multiple team members to access and update case information, ensuring everyone is on the same page.

How can this template help me track and report on legal firm performance?

The template includes features for tracking key performance indicators, generating reports on case outcomes, billing, and client interactions, helping you assess and improve firm performance.