Law firms

Efficient case management is crucial for lawyers to systematically organize documents and save employee time.

Using our CRM system, you can easily manage and sign documents, securely archive cases, and handle client contracts with ease.

Features

Order management
Customer relationship management
Document management
Work calendar
Office management

Effective customer data management

Repetitive data management is important to avoid mistakes when communicating with customers, so customer aggregation can be useful for team members to effectively manage customer data

Customer information in one place

The opportunity module contains everything about customers: events, documents, communication history. This helps to prioritize customers and identify real opportunities for making deals.

Accounting of working time and work schedules

The ability to conduct real-time accounting of the working time of employees. Plan employees' work schedules, vacations or replacements

Company database

Tracking all the processes of the company from one place opens up limitless opportunities for business. To conduct an analysis of the pros and cons of a business. To see which business sector is doing best and where change is needed.

System being used by

Frequently asked questions

Find out all the answers to the questions related to the CRM system law firms

How does case management work in the system?

In the system, you can create cases for clients based on the desired legal type. Once a case is created, you can:

・Assign responsible attorneys;
・Track the progress of the case and opponents;
・Record time entries manually or using a timer;
・Link the case to existing contracts.

Can I register received and sent letters in the system?

Yes, the system allows you to register and upload received and sent letters, transcripts, and contracts.

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