Law Firm CRM
Optimize the administrative effort of your law firm - For a transparent client relationship, more growth and satisfaction.
Optimize your firm's administrative efforts with the #1 Client Relationship Management (CRM) module. From client acquisition and support to long-term retention, you have all the relevant information at a glance. With Salesforce's world-leading cloud-based CRM platform, all client management can be handled digitally from one place. Whether on the road or on a laptop - optimally adapted and user-friendly for lawyers, auditors and tax consultants.
The end-to-end solution gives you a 360° view of your clients, mandates and other areas of activity. With just one click, all mandates can be created quickly and easily and processed directly from Salesforce.
Thanks to the standardized system architecture, which includes out-of-the-box the industry standards and best practices of law firms, you save the tedious implementation process and thus minimize your costs!
5 Reasons Why
Reduction of administrative effort and high degree of automation
Increased customer confidence thanks to increased transparency
High data quality through structured contact entry, intelligent address wizards and duplicate checking
Highest data protection
Easy integration capability with other third-party solutions, such as digital signature solutions, contract & invoicing solutions like DATEV
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The clearly structured office management enables you to manage clients & prospects in a uniform manner across all locations.
Thanks to the complete client file, lawyers, paralegals and other legal professionals have all correspondence at a glance. This prevents the loss of critical information and enables you to provide targeted advice or representation to your clients. All consulting and activity areas are digitized and automated thanks to workflows.
Thanks to this function, your employees can clearly record and manage all relevant sales data and phases. Potential mandates and consulting projects are displayed centrally, which ensures efficient sales management and targeted processing of mandate requests.
Thanks to account hierarchies, your employees can more easily understand complex relationships between companies or organizations. As a result, you always have a clear representation of company structures and links.
The feature allows you to set budgets for different projects and clients, track expenses, create cost forecasts, and monitor budget variances. By automating these processes, you can optimize your financial planning and make informed decisions to use your resources more efficiently.
Using the predefined dashboards, all data relevant to the law firm, such as revenue, client activity and resource utilization, is automatically collected and visualized. This live information helps you make informed business decisions and optimize your performance.
Live dashboards automatically assess all relevant data on client activity and sales opportunities to determine the potential for future growth and revenue. With this information, you can better target your resources, make strategic decisions, and optimize your business development.
The module enables your attorneys and paralegals to easily record and allocate their working hours, whether for different clients, projects or other areas of activity. The recorded times can then be used for billing purposes, internal analysis and performance monitoring, resulting in better transparency and efficiency in resource planning.
The module allows you to create employee profiles, track availability and assign tasks to optimize resource usage, avoid overloads and improve team productivity.
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