CRM for Legal

Build and nurture strong relationships with your prospects and clients

Get In Touch

Complete Legal Practice Management System

CRM for Law Firms & Lawyers

We recognise that busy law firms deal with a lot of information and having technology in place to effectively manage this data and those important client relationships is essential. Manually managing these processes is time-consuming and tedious, aswell as leaving room for errors.

Our CRM software for the legal industry, built on Dynamics 365, provides the tools for firms to store all prospect and client data, manage cases, contracts & agreements, track communications and more.

Challenges faced by Law Firms

Multiple Disparate Systems

Multiple systems managing various processes and individuals working within Excel Spreadsheets is common within law firms. It is not efficient and increases the risk of miscommunication or errors within the data.

Increased Competition

Heightened competition is one of the greatest challenges within the legal industry. This means law firms are facing challenges acquiring new clients whilst also having to increase efforts to protect their existing client base.

Time Spent on Admin

Studies show that up to 48% of lawyers time can be spent on admin tasks which are time-consuming and unbillable. This time can be reduced with the right technology and as a result firms can increase time spent with clients.

Department Collaboration

Occassionally, multiple departments work on cases simultaneously. Without a CRM solution, it can be challenging to manage client communications and any associated notes, ensuring everyone is on the same page.

Talk to a member of our team

If you have any questions, please reach out and a member of our team will be able to assist you…

How can our Legal CRM Software help you?

legal crm system showing managing partner record

Drive Growth

Manage all relationships in one place

Manage all your relationships in one and link them to related activities, cases, referrers, matter parties, appointments, notes and more.

Stay on top of your deals

Whilst you manage ongoing cases within the CRM system, it is also crucial to maintain a steady line of prospective cases to ensure consistent revenue and remain competitive. Dynamics 365 allows you to actively track the progress of each deal, the likelihood of closure and all information related to it.

report functionality in dynamics 365 for legal services

Reducing the need for paperwork and spreadsheets

Department collaboration

One of the challenges law firms face is the ability to access the same records across departments, which is a common need when working on cases. Our legal CRM ensures that all data related to a client is in one place and that required users are able to access this anywhere, anytime, without having to search through multiple spreadsheets and paperwork.

Controlled access

Role-based apps control the features and functions that Fee Earners, Business Development and Marketing users have access to.

Reducing the need for paperwork and spreadsheets

Department collaboration

One of the challenges law firms face is the ability to access the same records across departments, which is a common need when working on cases. Our legal CRM ensures that all data related to a client is in one place and that required users are able to access this anywhere, anytime, without having to search through multiple spreadsheets and paperwork.

Controlled access

Role-based apps control the features and functions that Fee Earners, Business Development and Marketing users have access to.

report functionality in dynamics 365 for legal services
Dynamics 365 for legal services lead view

Never miss a thing

Stay on top of your emails

The Dynamics 365 + Outlook integration ensures you don't miss any important emails. Emails are no longer scattered and those related to a record can be viewed directly alongside client information.

Automatic reminders

Dynamics 365 alerts you of upcoming meetings and other instances, such as notifying you when an opportunity has not progressed after a certain amount of time.

Dynamics 365 for legal services lead view

Never miss a thing

Stay on top of your emails

The Dynamics 365 + Outlook integration ensures you don't miss any important emails. Emails are no longer scattered and those related to a record can be viewed directly alongside client information.

Automatic reminders

Dynamics 365 alerts you of upcoming meetings and other instances, such as notifying you when an opportunity has not progressed after a certain amount of time.

dynamics 365 for legal services dashboard

Gain intelligent insights

Real-time data

Get visibility into the hours logged and performance of partners, paralegals, your firm’s growth, and a lot more; via built-in dashboards and Power BI.

Real-time dashboards

Design visual, interactive dashboards which provide a real-time view of the metrics you care most about and dive deeper to get a better understanding.

Gain intelligent insights

Real-time data

Get visibility into the hours logged and performance of partners, paralegals, your firm’s growth, and a lot more; via built-in dashboards and Power BI.

Real-time dashboards

Design visual, interactive dashboards which provide a real-time view of the metrics you care most about and dive deeper to get a better understanding.

dynamics 365 for legal services dashboard

Benefits of a CRM for Law Firms

Streamline Processes

Bring in More Business

Improve Client Retention

Reduce Admin Time

Gain Intelligent Insights

Connect Your Departments

You might also find this useful…

Benefits of a Bespoke CRM for Law Firms

Read Blog Post

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

Request a callback!

Complete this callback form and a member of our team will be in touch shortly…

    Our Latest Insight, News and Thinking

    PragmatiQ Solutions Blog

    Microsoft Dynamics 365

    Microsoft Dynamics 365 vs Salesforce: CRM Comparison

    Microsoft Dynamics 365 vs Salesforce: CRM Comparison You’ve identified that you need a Customer Relationship Management (CRM) system, and you realise that implementing one has the potential to transform…
    New Releases

    Microsoft Dataverse and Microsoft Dataverse for Teams – What is it?

    Microsoft Dataverse and Microsoft Dataverse for Teams – What is it? Microsoft has announced that the Common Data Service, the underlying platform behind Dynamics 365…
    Microsoft Dynamics 365

    How PragmatiQ Solutions Implements Dynamics 365

    How PragmatiQ Solutions Implements Dynamics 365. There are two important aspects to any CRM project; firstly, choosing the right technology. Secondly, identifying the right partner…