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?
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.
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.
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.
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.
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.
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…
What our clients say...
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

