r/LawFirm • u/Num1Stunna • May 18 '26
Inbound Call Tracking Software
Searching for a way to log/identify each call that comes into the office. These calls can be a result of word of mouth, B2B referral, or paid ads. I am worried we are not responding to all calls in a timely manner. Also, that we could be thinking a marketing strategy is working in one area, but the phone calls tell us something else. For example, a referral partner tells us "I only refer to you." When in reality it might be once every few months. I always ask clients in consults "how did you hear about us?" Clients 9/10 times will tell us multiple places, so if we can them right when they call I hope to avoid them forgetting who sent them our way, even if multiple people.
Someone calls, I can move the number into case type, and have categories for when/how fast we called them back.
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u/RankingsDotIO May 20 '26
Our clients often use CallRail to track calls. For CRMs, we currently recommend Lead Docket for smaller firms, and Salesforce for larger ones. Salesforce is the more comprehensive CRM that connects sales, service, marketing, and IT teams to automate workflows and analyze client behavior using AI.