What Problem face by Today’s Legal Practice without Case management System

Disorganization: Legal cases involve a vast amount of information, documents, and correspondence.

Communication issues: Effective communication is vital in the legal profession.

Missed opportunities: An effective case management system can help law firms track potential clients and business opportunities.

Task management: Without proper system Law firms face problem in proper allocation of Task to team

Automate Time spending: Legal industry is a service industry so Automate time keeping or tracking time spent in various matters is a vital issue.

Legal Software Features

Customer 360

Comprehensive Customer 360-degree view of a Legal CRM system with customer's interactions, transactions, and information across various touchpoints and channels with important features as,

Matters
Time Keeping
Activities
Expenses
Call logs
Documents
Contact
Invoice
Payment

Practice Area Management

The Practice Area in your Legal CRM serves as a central repository for organizing and categorizing attorney rates based on their respective practice areas. It allows for easy retrieval of rate information for attorneys, helping with rate selection and billing accuracy across the CRM

Attorney rate /PracticeArea

Matter Management

Within the Legal CRM, Matter Management streamlines the organization and tracking of legal cases or matters for law firms. It provides a structured platform for managing case details, progress, and important documents, ensuring efficient case management and client representation.

Information of Matters
Matter related contact
Time keeping
Call logs
Activities
Expenses
Invoice
Payment
Document
Law firm Rate Information

Invoice management

The Invoice feature in the Legal CRM enables law firms to efficiently create detailed invoices for their clients. It consolidates all billable items, including legal services and associated expenses, into a comprehensive invoice for transparent and accurate client billing.

Invoice Information
Invoice Payment
Generate Invoice (view,send and download as PDF)

Payment management

The Payment feature in the Legal CRM allows law firms to efficiently handle client billing and invoicing.

Payment History

Take Your Law Practice to the next Level

What Problem face by Today’s Legal Practice without Case management System

Features - Salesforce for Legal Practice

Traditional CRM scaled up for the Legal industry with following features…

Video overview

Salesforce for legal industry

Intake - Creation & Conversion

Practice Area - Tutorial

Matters - Form

Matters - Overview of Time keeping, Expense, Related Contact and Law Firm Rates

Matters - Documents & Activity

Invoice -Tutorial

Invoice - Paying an Invoice

Billing Center - Overview

Legal Software Features