CRM Legal

CRM3 Legal

CRM Legal - Legal Practice Management Web Enabled Technology Solutions

The Future of Legal Practice Management and Business Process solutions:

Law practices today are dependent on ever more complicated communication processes. From communication to collaboration, research, documents, and scheduling, today’s e-business and e-communication environment is increasingly complex. In order to succeed, remain effective and competitive, law firms must contain costs and drive efficiency in every aspect of practice operations.

We make it easy with CRM Legal, an advanced web enabled practice management tool. Adaptable as it is scalable, CRM Legal will quickly become the key to practice process and success.

Legal CRM Benefits:

Stay in touch with vital information and people

Easy to use CRM Legal practice management lets you access vital information about contacts, projects and cases from anywhere in the world.

Master the Legal Process Flow

From Client “communication” to contracts or courtrooms, the CRM Legal platform lets you design, manage and track clients, calendars, tasks, projects and cases as they move through each step in the legal service cycle.

CRM adapts to the way you do business today

Using our proprietary BIPED (Business In Process Enterprise Design) system, we custom fit your platform so it adapts to your business process and practice – NOT a typical software that forces you to turn your practice around.

Gr ow with CRM Legal

A scalable solution, CRM Legal has many features that allow your practice to grow. From a single department to entire firms that are spread across the country or around the globe, you now have global access and a global reach without a hefty price tag. CRM is the CRM solution for small to medium sized practices and allows information sharing and practice management between users like never before.

CRM Legal Features

  • Complete security and privacy of information, only available to users on the system.
  • Integrated web-enabled technology – Your vital practice data wherever you are. Plus, no software to install.
  • Client management – customize your data, track your time and billing.
  • Legal cycle management – whether in contract negotiations or in litigation, see each step in the process, each associated contact, and the entire legal cycle at a glance.
  • “Cradle-to-grave” customer and internal communications tracking. Secure encrypted e mail and instant messaging available.
  • Task management and calendaring– assign and receive tasks to and from every member of your staff and legal team.
  • Document management – “attach” documents to contacts, tasks or projects - then access them from anywhere. Reduce paper use (paper only when you need it) – no special equipment necessary. With just your fax machine, your “paperless” document management is a breeze.
  • When you’re out of the office you MUST have CRM.

 

CRM Legal was designed specifically to adapt to the special needs of the legal industry

Communication and information tracking and sharing through the legal process is essential for success of the firm

Track, Share, Research, Store, Retrieve - Anytime, Anywhere:

Communication

  • E-mail sorting and tracking
  • Phone conversations
  • Client meetings
  • Counsel meetings
  • Instant messaging
  • Wireless e-mail capture

Support Team

  • Interaction
  • Effective communication
  • Deadline setting & notification
  • Real time scheduling
  • Complete information management & sharing
  • Interactions with clients
  • Comprehensive notes on client / case files
  • Collaboration
  • Strategy
  • Discovery


Legal Counsel

  • Interactions with opposing counsel
  • Document Management: efficient & electronic
  • Research
  • Exhibits
  • Organization
  • Indexing
  • Contracts
  • Collaboration
  • Scheduling & Process Management

Deadlines

  • Events & Milestones
  • Meetings
  • Consultations
  • Research
  • Depositions
  • Court dates
  • Status tracking
  • Client file activities
  • Accounting and Billing
  • Billing integration and invoicing
  • Client / Case reports

 

What is the Future of your Law Practice?

CRM LEGAL – designed to bring your practice process and your business into the future of the legal industry.

Talk to a CRM Legal ™ Representative today to discover how CRM Legal can help your practice cut costs, improve success and serve your clients better.