Sales automation and customer management in a law firm

[quote] Yurchuk Volodymyr Employee wrote: The client has a law firm. The main task is the desire to maintain a database of clients and record the time spent on the services provided by them in one system. It is necessary to automate the maintenance of the client base, as well as accounting for the time that lawyers spend on performing a particular task for a client. There can be many projects (transactions) for a client. Many legal experts are involved in every transaction. There is a task for them to record the time spent + for which task, entering it at the end of the day or week. On the fact of these time costs, invoices for payment for clients are accrued (the cost of an hour of a specialist should be taken into account). And as a result, the client receives an invoice with a detailed description of the costs. [/quote] We have a turnkey business solution. There is a person who turned to us for a service. He is the client on whom we are starting the Case. There are a number of standard procedures that are followed along the way through the task setting. Such procedures are associated with deadlines, which are set in accordance with the requirements of the law. A project may have many participants/responsible for solving individual tasks. Tasks can be either separate or related, solved in parallel one another, sequentially. In order to accurately record the time spent, we fix when the lawyer took the task to work, completed the work on it. We introduce the condition that, if necessary, the solution of the problem can be suspended and rescheduled for another date/time. At the same time, we will inform the client about such offsets using: - SMS; - e-mail; - viber notifications. Additional integrations with services will be required. When contacting, the responsible person calculates the cost of services that need to be provided to the client, issues an invoice for payment, indicating the details, specific actions to be taken. It is also possible to automatically create other documents that are generated in the course of the case. Templates of such documents with explanation of variable data are needed. [quote] Yurchuk Volodymyr Employee wrote: 1. Service accounting [/quote] we create a list of services that we provide we pre-create categories of such services to make it easier to navigate when preparing an invoice for payment [quote] Timofeev Artem Olegovich Employee wrote: 2. Maintaining a customer base. [/quote] working out the conditions under which we create a database of contacts [quote] Timofeev Artem Olegovich Employee wrote: 3. Financial accounting (invoicing, taking into account the time spent by a specialist and the cost of an hour of his work) [/quote] We work on issues related to financial accounting: - wallets/accounts to which we accept payments - categories that participate in receiving funds - expected payments - actual payments [quote] Yurchuk Volodymyr Employee wrote: 5. Building a process for managing projects (transactions) with the ability for the involved specialists to note the time they spent on a particular task. [/quote] there is a ready-made solution for managing accounting projects and doing business See price offer here: 1. A comprehensive solution for the above issues: https://icolor.in.ua/crm-onebox-iexpert/ 2. Process for project management of the Case https://icolor.in.ua/11-oznakomitelnaya-gotovimsya-k-zapusku-01ibp_simple-task01/ 3. You can order a test drive of the project management process https://icolor.in.ua/test-drayv-bp-proekt-vsego-za-1-v-den-na-sem-dney-copy/ Since we offer solutions that have been tested in various businesses, it will take 7 (seven) calendar weeks to put the system into operation.

Volodya, we also have a lot of projects with services, we can work it out.