Best CRM software for the Legal Profession. Try Our Lawyer Client Management CRM software.See video
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,Make an appointment
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!Send enquiry
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!Send enquiry
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.
Documents you can easily share to Your Agents and Solicitors/Lawyers.
Documents can be delated, organize in folders or You can change their names.
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).Make an appointment
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.Send enquiry
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.
Service Marketing Module is also loyalty cards, which You can use to promote Your company.
Service Marketing Module allows Uou to recruit workers or get leads for service online.
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.Contact us
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.Contact us
Thanks to advanced system of notification and reminders You and Your team will always control each case.
Set the date of the statute of limitations and you will receive a system notification before the due date.
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.
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.Contact us
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.Make an appointment
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.
If You sall your service by Agents, Targets in LegallyCRM will help You to increase financial results.
Targets are assign based on various criteria, like dates of case, type of case, number of cases.
As part of LegallyCRM implementation, we offer service and technical support.
We ensure safe system implementation and post-implementation training. We ensure compliance of the system with the requirements of General Data Protection Regulation.
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.
Our technical support is available to Your office throughout the duration of the contract.
Reliability in managing matters in Your legal office.
Service marketing will allow you to reach more customers.
The system provides You with the development of the office. Transfer your legal and compensation services in the XXI century.
Check how we implement LegallyCRM with our Clients.
We assess what version of the system is needed by your office. The decision is always up to you.
After signing the contract, we begin the implementation of the system. You receive an on-line training package and one training at the office.
We are always at your disposal in case of problems or when you want to order new functionalities of your system.
Find out more about the LegallyCRM system from our Clients' questions.
Regardless which version of the system you chose for your office, the implementation cost will be only 798 $ gross.
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.
Recommending Clients can count on a rebate. Each recommended Client is 3 months without a subscription fee.
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.
LegallyCRM is an international platform. Many law firms, attorneys and legal advisers from Poland and Europe work on it.