LegallyCRM
CRM for Law firms & Lawyers

Best CRM software for the Legal Profession. Try Our Lawyer Client Management CRM software.

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Why choose LegallyCRM?

What gives LegallyCRM for you legal office?

If you do not have any Customer Relationship Management system, thanks to LegallyCRM implementation you will get a serious support in management of your office and cases. LegallyCRM help you yo organize your work, organize documents, manage work time, but also allow you to communicate with Clients, making marketing in Internet and train your team.

12 modules LegallyCRM,

Secure access from computer or mobile phones,

Safety and authorisation of users based on General Data Protection Regulation,

Invoices and selling reports,

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Clients

All of your Clients in one place

In LegallyCRM you have many options to organize your Clients, be editing and creating Client Card (individual or corporation). Your Client can log-in to the system and check status of his cases, communicate with your team, open new cases. System allow you to add and organize all documents in folders with advanced sharing options.

Thanks to LegallyCRM Your Clients will be properly informed about status of their cases. Management of documents and communication never been so simple!

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Time efficiency

Control over payments

LegallyCRM gives you possibility to create tables of costs and works you did for your Clients. Thanks to tables you can easilt calculete time spent with one Client and efficiency of your and your team work.

Many of our Clients LegallyCRM gives basis to prove their work for Clients and negotiate higher!

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Documents of cases

Your documents and agreements in order

LegallyCRM gives you oportunity to organize documents based on Client Card, source of case (exemple web page or Sales Representative, Agents). Documents can be organize in folders, can be sharing, deleted, change names.

Share

Documents you can easily share to Your Agents and Solicitors/Lawyers.

Manage and order

Documents can be delated, organize in folders or You can change their names.

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Agent Module

If you sell your service via Internet or Agents

Selling legal service or compensation service via Internet or Agents, is a normal in these times. LegallyCRM in option LegalyMLM + Marketing gives you oportunity yo manage sellings and report financial results.

Automatic calculation of provision and generating invoices,

Manage of recruitmentment on service enquiries direct from LegallyMLM,

Agents communication via chat and e-mail,

Multi-level accounts for Agents (MLM).

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Reports module

Full information about Your office finance

Thanks to Reports You have oportunity to track costs in cases, perdict your provisions and provision costs for Agents. You can account Your Clients invoices, check payment status. To make Your work faster you have advanced system of notification in delays in cases.

Reports in LegallyCRM make tracking each case easier - in selling and in delays. Thanks that Your team will work more efficiently. This module is highly rated by owners of claim companies.

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Legal service marketing

Introduce your legal office in the 21st century!

If you would like to reach Your potencial Clients in Internet, Service Marketing Module helps you to promote your service and recruitment. You can start Internet marketing campaign easier. Each of Your Agent will get also referral link to promote services.

Loyalty cards

Service Marketing Module is also loyalty cards, which You can use to promote Your company.

Enquiry for job and service in Your LegallyCRM

Service Marketing Module allows Uou to recruit workers or get leads for service online.

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Formulars and Trainings Module

Train Your Sellers

In LegallyCRM you have oportunity to add and share trainings files in PDF. You can share it with Agents, Solicitors, Sellers, Team. In Formulars Module You can share agreements, documents, power of attorney, authorizations, instructions, and video trainings.

Trainings in video and PDF format,

Organize in folders,

Individual sharing of folders and documents.

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E-mail in CRM

Communication in LegallyCRM

In LegallyCRM you can run a dedicated CRM e-mail to communicate with each type of user - Agents, Solicitors, Consultants and Clients. Communication in cases are based on Comment Card, where each e-mail and comment is added and can be share with group of users. All of that in basic version of LegallyCRM!

E-mail in LegallyCRM gives full archiving option and track communication between many types of system users.

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Notifications and reminders

You will never forget about your tasks!

Thanks to advanced system of notification and reminders You and Your team will always control each case.

Notifications about the statute of limitations

Set the date of the statute of limitations and you will receive a system notification before the due date.

Notifications of delays in cases

If You run thousands of cases, You will keep the deadlines due to the automatic notification of the lack of action in the case. You just have to define the terms.

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Calendar

Tasks and reminders in the calendar

Working on calendars is even simpler. There You will find tasks and reminders of your employees, lawyers, coordinators and sales representatives. Just click them to see.

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General Data Protection Regulation

The history of events in the system ensures data security.

LegallyCRM is coherent with General Data Protection Regulation. In the system You can easily check what changes and when they were made. You will check the activities of each System User, its logging in and logging out. The system is secured with an SSL certificate.

You can easily check which documents Your employees had, whether they were collected and when.

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Sales targets

Motivating sellers to gain best results

LegallyCRM in MLM + Marketing version gives You oportunity to set sales targets to Your Agents according to different criteri, terms, types of cases. Reaching the target starts bonuses for your Agents.

Motivation of Sales Leaders

If You sall your service by Agents, Targets in LegallyCRM will help You to increase financial results.

Terms of targets

Targets are assign based on various criteria, like dates of case, type of case, number of cases.

We provide security and system reliability

LegallyCRM is a fully scalable and secure solution for legal offices. You are not worried about data backup, system update and troubleshooting. You get everything in one subscription service.

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Our service

As part of LegallyCRM implementation, we offer service and technical support.

Deployment and security

General Data Protection Regulation - it's secured!

We ensure safe system implementation and post-implementation training. We ensure compliance of the system with the requirements of General Data Protection Regulation.

System development

We adapt the system to Your needs

LegallyCRM is constantly being developed, new features are constantly appearing regardless of your order. If you would like to receive a "tailor-made" update - you have the option.

Technical Support

Phone + e-mail

Our technical support is available to Your office throughout the duration of the contract.

Managing the legal office

Reliability in managing matters in Your legal office.

Increase sales

Service marketing will allow you to reach more customers.

Development

The system provides You with the development of the office. Transfer your legal and compensation services in the XXI century.

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XXI century in legal services

LegallyCRM brings Your lawyers office in to XXI century

90% of law firms in Poland and in the world have not implement profesional on-line technology to handle customer service processes and document management. LegallyCRM will give you an edge over the competition.

Speed up Your office work

Good work organization is the basis of performance. With LegallyCRM you will achieve higher performance indicators. Working with document archiving will become easier.

Data safety

The data of your clients and business partners will be in a safe place. They will not be lost if your computer network breaks down. You will gain access to them in every place.

Service

The service subscription also provides you with system service and free updates.

Mobility

LegllyCRM is a modern browser solution, adapted to mobile devices. You can also use the system from your smartphone.

How do we work?

Check how we implement LegallyCRM with our Clients.

01

Assessment of Client's needs

We assess what version of the system is needed by your office. The decision is always up to you.

02

Implementation and training

After signing the contract, we begin the implementation of the system. You receive an on-line training package and one training at the office.

03

Service

We are always at your disposal in case of problems or when you want to order new functionalities of your system.

Opinions of our clients

Read what our Clients and users think about the LegallyCRM system.

Frequently Asked Questions

Find out more about the LegallyCRM system from our Clients' questions.

-What are the costs of implementing the system?

Regardless which version of the system you chose for your office, the implementation cost will be only 798 $ gross.

-Can the system be installed on my server?

Due to data security and system service, the installation takes place only on the servers of reliable hosting service providers. This guarantees efficient operation of the system. Thanks to this, you do not worry about data backup - the service is on us.

-Can I count on a discount if I recommend other clients?

Recommending Clients can count on a rebate. Each recommended Client is 3 months without a subscription fee.

-Can the LegallyCRM system be adapted to the needs of my law firm?

Of course yes. In contrast to competitive offers, LegallyCRM is made up of Polish developers. If you want to buy additional modules or modify existing ones, it is possible for an additional fee of PLN 200 gross per hour of programmer's work. We present the costs before starting work.

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LegallyCRM access packs

Choose a system access package tailored to your expectations.

4

LegallyBasic

39 $ / monthly

The basic version of the system with customer service and case documentation, integrated e-mail, employee accounts

no limit of system users

50GB on server

Clients Module

E-mail Module

Consultant Module

Calendar Module

Order

LegallyMLM

65 $ / monthly

A wider version of the system, enriched with Agent management modules and billing.

no limit of system users

150GB on server

Clients Module

E-mail Module

Consultant Module

Calendar Module

Invoicing and billing

Agent Module

Solicitor Module

Order

LegallyMLM and Marketing

116 $ / monthly

The full version of the system including online sales modules, training modules and forms for representatives

no limit of system users

300GB on server

Clients Module

E-mail Module

Consultant Module

Calendar Module

Invoicing and billing

Agent Module

Solicitor Module

Marketing Module

Formulars Module

Trainings Module

Order

LegallyBasic

425 $ / annually

The basic version of the system with customer service and case documentation, integrated e-mail, employee accounts

no limit of system users

50GB on server

Clients Module

E-mail Module

Consultant Module

Calendar Module

Order

LegallyMLM

711 $ / annually

A wider version of the system, enriched with Agent management modules and billing.

no limit of system users

150GB on server

Clients Module

E-mail Module

Consultant Module

Calendar Module

Invoicing and billing

Agent Module

Solicitor Module

Order

LegallyMLM and Marketing

1254 $ / annually

The full version of the system including online sales modules, training modules and forms for representatives

no limit of system users

300GB on server

Clients Module

E-mail Module

Consultant Module

Calendar Module

Invoicing and billing

Agent Module

Solicitor Module

Marketing Module

Formulars Module

Trainings Module

Order

We work on the trust of lawyers.

LegallyCRM is an international platform. Many law firms, attorneys and legal advisers from Poland and Europe work on it.

Work with LegallyCRM

Are you interested in implementing LegallyCRM at your office? Call us or leave your contact details, we will call you back.

© 2018 legallycrm.com - FIRST COMPREHENSIVE CRM FOR THE LAW OFFICE