Use Case - How Kim Enhances Client Surveys for Law Firms

Use Case Series

Maintaining strong client relationships is crucial for building credibility and generating referrals in the legal sector. One effective way to achieve this is through client satisfaction surveys. They help identify areas for improvement, ensure that the firm’s services meet client expectations, and even assist in developing a better brand. However, creating, distributing, and analyzing these surveys can be complex and time-consuming.

Kim plays a pivotal role in simplifying the entire process of client surveys, empowering law firms to fully leverage their benefits. Using Kim, law firms can save time and resources while enhancing their client relationships and service quality.

Key Ways Kim Document Helps with Client Surveys

• Survey Creation: Kim is a powerful document automation platform that simplifies the creation of client surveys. With its no-code, user-friendly interface, law firms can quickly design customized surveys based on their existing MS Word documents. This ensures that the surveys are tailored to the firm’s needs and goals, whether focusing on overall client experience or specific aspects such as communication or billing.
• Seamless Distribution: Create bespoke surveys for different practice groups or partners as required. Once the survey is created, add the link to an email footer, your website or your share portal. This ensures clients can easily access and complete the surveys, increasing response rates.
• Data Collection and Analysis: Using Kim to create online questionnaires that standardize information collection lets you quickly capture and analyze survey responses. You can download the results to a spreadsheet or export them to Power BI (or similar) to generate detailed reports highlighting trends and patterns in client feedback. These insights allow firms to understand their strengths and areas needing improvement, all without the manual effort typically required.
• Integration with Core Systems: One of Kim’s standout features is its ability to integrate with other core systems within a law firm. If appropriate and the survey is not confidential and anonymized, survey data or a PDF response can be seamlessly transferred to CRM systems, case management software, or other relevant platforms. 
• Marketing Strategies: The insights gained from client surveys can be directly integrated into the firm’s marketing efforts by using client testimonials (with permission) and feedback data to strengthen branding and messaging strategies.
• Continuous Improvement: Firms can implement continuous improvements in their service offerings by regularly generating and analyzing survey data.

A Powerful Use Case

Using Kim for Client Surveys simplifies the creation, distribution, and analysis of these surveys. By automating these processes and ensuring the accurate handling of client information, Kim enables law firms to effectively use client feedback to improve services, enhance client relationships, and strengthen their competitive position in the legal market, all while removing the administrative burden of doing this manually.

After understanding the importance of client surveys and how Kim can streamline the process for your firm, the next step is to get started with our Client Survey Template. You can always start with our pre-built template, which you can find here.