CRM system for lawyers and advocates

Quick access to the history of work on a client, project management, time tracking for services performed and billing – these are the main requirements for a CRM system for lawyers and attorneys. The speed and quality of the work of the law firm as a whole depend on how these business processes are built. In the CRM law firms system, you will find all the necessary functionality to manage a law firm.

Manage legal projects

CRM contains all the necessary tools for complex legal project management. Track project milestones, store documents and case notes, plan cash flow, assign tasks, and communicate with a team of fellow lawyers.

Standardize project work

Bring work with clients to a single standard and create a template for each type of legal service with a typical set of stages and a checklist of works. You can add new projects in just two clicks, and the entire work order will automatically be pulled into it. On the project board, the leader can quickly track how each case is progressing.

Plan events on the calendar

Schedule appointments and calls with principals in the calendar, mark the dates and times when you need to send documents or hold a consultation. Create reminders for upcoming trials. Share the calendar with your team to keep colleagues informed of all the client’s upcoming tasks.

Consider the time spent by lawyers

Record how much time was spent on consultation, collecting evidence, writing a statement of claim and other legal services. Based on this data, issue invoices, send to the client from the system and control the receipt of payment. Create ready-made invoice templates with a specific set of services and issue them automatically at the frequency you need.

Get quick access to customer data

Thanks to online CRM for financial advisors, customer information is always in quick access. The client’s card stores the history of negotiations, current and completed transactions, projects and documents, invoices, signed contracts. Instant access to this data will make it easier to work with regular customers, make repeat deals or offer additional services.

Automate routine processes

Use regular tasks and templates to reduce repetitive tasks. Automate the process of processing client requests and enjoy a streamlined process of selling legal services. At each stage of the transaction, the system will automatically distribute tasks to performers, send emails to clients about the stage of the case, schedule consultations, send reminders, and so on.

Consider receipts and costs

Record every payment and expense, categorize them by financial category, and always know what the money was spent on. Get instant insight into your law firm’s financial performance with reports. They will clearly show where the company earns the most, which customers are key to the business. You will be able to:

• reduce inefficiencies;
• channel cash flows in the right direction.

Use mind maps

Plan lawsuits, structure projects, and brainstorm with mind maps. Use mind maps to efficiently organize and visualize information on court cases and projects, as well as to better prepare for trials.

Retain company knowledge

Create a structured knowledge base for your team to store legal documents, training materials, templates and guides. Save important information so that the right people can quickly refer to it at any time. Create your own tables to organize information and add them to projects and CRM.