CRM for legal business

Grow Your Legal Business with Powerful Legal CRM

We offer a specialized CRM system designed specifically for legal firms, including law offices, notary practices, and solicitor bureaus. It's a powerful tool to enhance your legal business.

System Features:

• Case Management: Create and organize cases with detailed descriptions, contacts, participants, procedures, and tasks.

• Collaboration: Provide access to cases for participants and experts through personal cabinets, ensuring transparency and effective collaboration.

• Task Management: Create, assign, and track simple procedural tasks related to cases, ensuring a clear workflow.

• Service Catalog: Create and maintain a catalog of legal services you offer, including pricing and descriptions.

• Service Packages: Create service packages by combining different service types to offer comprehensive solutions to clients.

• Automation: Automate routine tasks such as reminders, notifications, and report generation, saving time and boosting productivity.

• Customization: Customize the system to fit your specific needs and workflows to maximize its effectiveness.

Benefits of Legal CRM:

• Increased Productivity: Effectively organize work, automate routine tasks, and improve collaboration to significantly enhance productivity.

• Enhanced Client Loyalty: Provide better service and transparency in client interactions, leading to increased client loyalty.

• Boosted Sales: Easily create service packages and offer comprehensive solutions, driving sales.

• Improved Decision-Making: Access analytics and reports to make informed business decisions.

Ready-to-Use Legal CRM Business Processes:

This CRM system comes with a set of ready-to-use business processes that cover the core stages of legal case management:

• Case Creation and Management
• Procedure Definition and Planning
• Task Creation and Assignment