Hello, this is Matsubara, CRM Evangelist.

Professional services (such as those performed by lawyers, accountants, and other legal professionals) share a common structure that is not found in other industries.

The deadline is determined by a single law.
If you miss the application deadline by even one day, it's irreversible.

The client is at a turning point in their life.
Inheritance, company formation, divorce, labor disputes—most of these are events that only happen a few times in a lifetime.

Trust leads to referrals.
Trust in a good professional services firm spreads to family, friends, and business partners.

These three structures have a very high affinity with the philosophy of CRM 4.0—emotional temperature, narrative, and deadline management workflows.

This article is a complete guide to all the articles published by Arcus Japan so far on using EMOROCO CRM Lite for professionals.
Articles are organized by industry and theme, allowing you to access the relevant article directly.

Common challenges for legal and accounting professionals and the solutions provided by EMOROCO CRM Lite

EMOROCO CRM Lite addresses these three challenges through automated deadline alerts via workflows, relationship recording via narratives, and visualization of relationships through emotional temperature.

Articles for tax accountants and accounting firms

Thought/overall design

Trust with clients is protected by "records"—3 things that change when tax accountants, social insurance and labor consultants, and administrative scriveners use EMOROCO CRM Lite

This is a foundational article explaining the concept of "building trust through record-keeping," which is common to all three professional occupations.
I recommend reading this first.

Systematization of financial statement follow-up

"It's over once the financial statements are finalized" won't get you chosen—How tax accountants and accounting firms can systematize their financial closing follow-up using EMOROCO CRM Lite's task management and workflow.

This article explains how to design ongoing relationships with clients after the completion of financial closing, from the perspectives of task management and workflow.

Transformation Stories (Examples of Doubling Referrals)

A story about how an accounting firm doubled its referrals by systematizing its client financial statement follow-up using EMOROCO CRM Lite.

This is a real-world example of how systematizing financial statement follow-up led to an increase in referrals.

Transformation Stories (Case Studies with a 96% Retention Rate)

The story of how a tax accounting firm achieved a 96% client retention rate through emotional connection: The day they created a system to "notice before clients leave."

This is an example of how introducing emotional temperature analysis prevented clients from leaving.
The starting point was the discovery during inventory that "33% of the products were below cool temperature."

Articles for Certified Social Insurance and Labor Consultants and Administrative Scriveners

Systematization of deadline management

"Even one day past the application deadline is irreversible"—How a social insurance and labor consultant and administrative scrivener automates deadline management using EMOROCO CRM Lite's workflow automation.

This article explains how to automate the management of statutory deadlines for labor-related applications and permit applications using workflows.

Transformation Stories (Examples of Zero Overlooked Actions)

A story of how a social insurance and labor consultant's office completely automated deadline management with EMOROCO CRM Lite, achieving zero missed deadlines.

This is an example of how automating deadline management has resulted in zero missed deadlines.

Articles for judicial scriveners and land and house surveyors

How to design client management and case deadline management using EMOROCO CRM Lite for judicial scriveners and land and house surveyors.

This design article delves into the unique operational structures of both legal and administrative professions, including the statutory deadlines for inheritance registration (in response to mandatory requirements) and phase management of boundary demarcation surveys.

Articles for lawyers and law firms

How to design long-term client relationships and case management with EMOROCO CRM Lite for lawyers and law firms.

This article explains how to manage long-term client relationships in litigation and contract cases, and how to make the progress of cases transparent.

Reading by theme – How to choose articles that suit your purpose

If you want to understand the ideology first

1. Trust with clients is protected by "records".
2. To the design article for my industry

If you want to immediately implement a system for deadline management

• Tax accountant/accounting firm:Systematization of financial statement follow-up
• Social insurance and labor consultant / Administrative scrivener:Systematization of application deadline management
• Judicial scrivener/land and house surveyor:Client management and case deadline management

If you want to know the actual results

• Tax accountant firm: Referral bonus doubled
• Tax accounting firm: 96% retention rate
• Social insurance and labor consultant office: Zero missed responses

If you want to consider business succession and relationship assets

If you are considering business succession for your professional services firm (transferring the business from the practitioner to a successor), the following article may also be helpful.

Business Succession × EMOROCO CRM Lite — A complete design for "relationship asset succession" to pass on 30 years of customer relationships from founders to the next generation.

For professional service firms, the transfer of clients from the previous generation to the successor is even more crucial than business succession in general companies, where "trust" is at the heart of the matter.
The design of this article can be directly applied to business succession in professional fields such as law and accounting.

Design points specific to professional occupations – Field design common to 5 industries

While each article explains it individually, I will summarize the basic form of field design that is effective in common for all professional fields.

By adding items specific to your profession (such as fiscal year-end month, application type, and statutory deadline), you can create a design tailored to your own office.

Summary — "Record keeping" protects the credibility of legal and administrative professionals.

The value of professional services is not solely derived from "specialized knowledge."
Being present at important milestones in our clients' lives and using those memories and trust to guide future consultations and referrals is crucial for the long-term growth of our firm.

EMOROCO CRM Lite achieves this "transfer of trust through record-keeping" through three mechanisms: deadline management, emotional temperature, and narrative.

Start by reading articles related to your industry.
We recommend starting by setting up a workflow for legal deadlines, or by initializing the emotional temperature settings for all clients and customers.

Click here for a 30-day free trial of EMOROCO CRM Lite.
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• Business Succession × EMOROCO CRM Lite — A complete design for "relationship asset succession" to pass on 30 years of customer relationships from founders to the next generation.
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