CRM Consulting Built for Law Firms
Not sure which CRM is right for your practice? Need help optimizing your current system? We provide expert CRM consulting to help law firms choose, implement, and maximize their client management technology.
Common Questions from Law Firms
Q:
What does CRM consulting include?
We help law firms at every stage of their CRM journey from selecting the right platform (HubSpot, Salesforce, Marketo, GoHighLevel) to optimizing existing systems. This includes needs assessment, platform comparison, workflow design, integration planning, and strategic recommendations to ensure your CRM actually reduces workload instead of creating more complexity.
Q:
We already have a CRM but it's not working well. Can you help?
Absolutely. CRM optimization is one of our most common projects. We'll audit your current setup, identify what's broken or underutilized, and provide a roadmap to fix it. Often, firms have powerful CRM systems but aren't using even half the features that could save them time. We help you unlock that potential.
Q:
How is this different from your implementation services?
Consulting is advisory, we help you understand your options and make informed decisions. Implementation is execution, we actually build out your CRM, create workflows, integrate systems, and train your team. Many firms start with consulting to get clarity, then move to implementation once they know exactly what they need.
Q:
Do you only work with certain CRM platforms?
We specialize in HubSpot, Salesforce, Marketo, and GoHighLevel, along with leading case management and document management platforms used by law firms. If you're using a different system, we can still help though our deepest expertise lies with these tools. Most importantly, we're platform-agnostic. We recommend what's genuinely best for your firm, not what pays us a commission.
Why Firms Trust Wacmediya
We Specialize in Legal Tech We understand how law firms operate from intake to case management to client communication. We speak your language.
We Fix What Others Broke Had a bad experience with a previous CRM consultant? We've seen it all and know how to make it right.
We're Responsive 24-hour response times mean you're never stuck waiting days for help when something breaks.
We Maintain, Not Just Implement Unlike consultants who disappear after setup, we stay with you to keep everything running smoothly.
No Wasted Billable Hours Your attorneys should be working on cases, not troubleshooting tech. We handle it all.
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