I own and manage a mid-sized law firm in Atlanta. Using this application has allowed me to streamline my business and increase revenue by increasing efficiency and decreasing administrative staff. I have used ACT! and Relenta for CRM prior to AC.
My current business goals are growing my mid-sized consumer bankruptcy law firm into a larger presence in Georgia and developing online legal services and education for consumers.
My greatest challenge to meeting my goals is managing time and preventing exhaustion.
By using ActiveCampaign’s marketing automations I can now update clients and my team on their cases. Instead of using repetitive emails, the automations save me time and money. I also use it to assign tasks and ensure team members are staying on task.
Getting started tips
Write out your plan before activating automations.
Why I Love ActiveCampaign
Ability to track communication of staff and contacts.
Most firms my size have to employ at least 10 support staff to handle to administrative work of the firm. I am able to reduce that size to 4 people due to using AC to streamline our systems and manage case files. Saving me 6 people at $35k a year is a huge savings to my company.
The Ah Ha moment
After I installed ActiveCampaign, I was out of the country and on a beach just adding the clients I had just talked to on a list to send the link to pay and sign up with the firm. The pure ease of that and not having to email my assistant to do that was great. I booked $20,000 in 30 minutes just by streamlining my systems.