CRM, i.e. Customer Relationship Management, is a system that has, inter alia, to facilitate effective customer service, improve communication within the law firm and improve the organization of work.
CRM software for managing a law office is used to collect and organize into a whole not only information about clients, multi-stage action in court or pre-trial proceedings, but also to systematize the process of commissioning tasks or settling working time.
LegallyCRM is a CRM system in which we can create tasks for ourselves and other members of the law firm's team as part of the client's affairs system. LegallyCRM's calendar can be integrated with Google Calendar. The system user receives an e-mail notification and notifications in the Google Calendar on the mobile phone (if he has the Google Calendar and Gmail applications installed) about a new task.
CRM for a law firm allows for the transparency of activities in the team and improves communication within the office. Importantly, LegallyCRM has a built-in messenger / chat, with the ability to create a work team assigned to the case. This also translates into managing relations within the office among lawyers.
Working time counting is a key element when concluding hourly or lump sum contracts and for checking the effectiveness of the activities performed.
A modern solution, which is LegallyCRM, allows you to:
LegallyCRM for a law firm allows immediate access to documents (including archival documents) regardless of the time and place of the system user. Importantly, documents can be viewed by multiple users at the same time.
The CRM system enables the reduction of costs related to the storage of paper documentation and increases the security of its storage in one integrated IT system.
The circulation of documentation is the path of a given letter from the moment of its delivery to the office until the preparation and sending of the reply to the letter. All companies, including law firms, strive to limit the paper circulation of documents.
LegallyCRM also has a mail module. A law firm using LegallyCRM has the ability to connect its scanning devices with the system, thanks to which it is possible to scan incoming mail directly to the system into the undeclared mail folder and then send it to a run in the form of a scan.
Working time alarms allow you to verify the profitability of flat-rate contracts.
Task management, calendar along with the possibility of planning your own and colleagues' day guarantees that everything is done on time and all important deadlines are kept.
The SSL certificate protects the website on which the system is located and guarantees the security of the transmitted data.Advanced user authentication mechanisms
That is, multi-level authorization systems (granting access to various areas in the system, divided into profiles and selected authorizations).Full confidentiality of information placed in the system
Only selected employees / programmers of 4B Systems - confidentiality obligation - have access to the client's CRM system, which is necessary to update CRM or solve current problems reported by users.Blocking access to the system after repeatedly entering an incorrect password
We notify you by e-mail about any unsuccessful login attempts.Monitoring the correct operation of the system, event logs, the so-called logs.
Track changes and restore data quicklyAdvanced user authentication mechanism
Create a password that will be a strong security, containing the appropriate number of characters, special characters, etc.Automatic backups
against hardware failures and physical data loss.
OCR (Optical Character Recognition) is a tool for reading text from scanned documents or images. The system decodes the document, recognizing the text in it, as well as tables and graphic elements. The next step is to scan the words by reading the letters (regardless of the font used). This allows, for example, to select and copy (move) individual content recognized on the document to another file or the LegallyCRM system.
For the efficient functioning of the office, it is necessary to use the latest technologies. LegallyCRM is seen as a central communication platform for clients - the law firm as well as a knowledge base about them. The basis here is the integration of the LegallyCRM system with other systems commonly used in law firms, such as SMSapi, Gmail, Google Calendar or Abbyy Fine Reader.
The letter generator allows you to automatically create letters by supplementing them with customer data (e.g. requests for payment or contract templates, etc.). Thanks to this, there is no need to create new letters and copy data from the system or other documents each time.
A departing office employee is never associated with the loss of data and information in CRM. Information about clients and projects or e-mail correspondence remain collected in one place. LegallyCRM will allow you to easily implement a new employee in the place of the person leaving.
One of the functionalities of the CRM system in the office is the use of the collected information so as to reach clients with a personalized offer while automating all possible activities.
Remember that each data requires certain actions and their analysis. Thanks to CRM, you can divide the law firm's clients into segments, which will translate into reaching specific people with the right message. What is worth emphasizing, these data allow you to select the type of marketing activities undertaken by the law firm.
Process automation will reduce the costs incurred by the law firm. It is about increasing work efficiency while reducing the number of employees and lawyers serving clients.
You can use CRM to analyze the effectiveness of your team's work to improve e.g. the communication process or minimize costs. You can delegate tasks, set priorities, monitor the activities performed.