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.
・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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