Increasing the number of serviced notifications by 20% thanks to the implementation of the LegallyCRM system in the compensation office FrankHelp.pl

The FrankHelp Claims Law Firm is one of the largest law firms dealing with Swiss franc matters (cancellation of Swiss franc loan agreements, de-franchising of the contract). The company's offer can be found on the website www.FrankHelp.pl . The clients of the law firm are mainly natural persons with a loan indexed in a foreign currency, mainly in Swiss franc

Customer problem

Before implementing the team work management CRM system, the law firm dealt with common problems in the legal and compensation industry, such as:

• no centralized customer base and notifications interested in services in one place with cloud access
• storing client documents locally, which made it difficult to perform current tasks
• no centralized calendar of tasks for employees, associates and lawyers
• lack of centralized marketing tools for mass communication with customers

Solving problems

The law firm FrankHelp.pl , noting an increase in the number of cases ordered, decided to implement a modern CRM system, accessible from the browser. The system, based on the assumption of the management of the office, was to eliminate, inter alia, the above problems and current difficulties related to the transmission of information.

An analysis of the offers of competing CRM systems for law firms has revealed that this 4B Systems - LegallyCRM solution deserves implementation in the law firm

Thanks to the implementation of the CRM system, the FrankHelp Law Firm has gained:

• multi-workstation (no user limit) CRM tool, accessible from the browser level, protected by authorized access
• a centralized database of all notifications and clients, together with a repository of client documents, to which only authorized persons have access - lawyers dealing with the legal service of the client's problem
• a multifunctional module of tasks and reminders, allowing for the organization of tasks, control of their execution and reminding of their execution to the responsible users

The implementation took place in 2019. Since then, the FrankHelp law firm has become one of the market leaders in pursuing claims against banks due to invalid Swiss franc contracts.

Mariusz Powałka, vice-president of the management board: “The LegallyCRM system has significantly improved the work in our law firm. We have been thinking for a long time about implementing a system that would not only ensure a high work culture in the organization, but also secure the sensitive data of our clients, which was our main priority. After nearly 3 years of working in the system, I definitely recommend this solution. Thanks to LegallyCRM, we have increased by 20% the number of processed requests from potential clients per single consultant. "

Ongoing development and modifications of the system for the needs of the FrankHelp Law Firm

Due to the continuous development of the FrankHelp Law Firm, the needs of the service team increased and new processes emerged to be implemented by the CRM system. FrankHelp law firm constantly commissions system modernization and orders new functionalities to increase the level of case service. An important element of the system are also marketing tools for mass communication with potential customers - thanks to the use of API integration with entities such as Mailgun.com or SMSapi.pl .

Security

In the legal market, it is also extremely important to store personal data of our clients. FrankHelp's CRM system has been implemented on the firm's server. Only authorized persons have access to the data. FrankHelp is independent from the software delivery, while incurring minimal costs of servicing the current license (monthly subscription).

Author

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  Katarzyna Neczaj

  SalesWizard.pl editor, specialist in CRM products - LegallyCRM.pl, SolarCRM.pl, MLMseed.pl and SalesWizard.pl