Law Firm CRM
Law Firm CRM
Created specifically for the needs of Law Firms on award-winning Zoho CRM, Law Firm CRM delivers outstanding value with an astounding array of features.
Anywhere. Anytime. Any Device.
Everything in One Place
Anywhere. Anytime. Any Device.
Everything in One Place
Manage Every Aspect of your
Law Firm CRM
Super Easy
Super Easy
Lead Management
Lead Management
Effective lead management is at the heart of any business. It’s not much different for a Law firm. With the Legal CRM in place, you can now capture, nurture, manage and convert leads like never before.
Capture Leads from Multiple Channels
With the CRM for Law Firm, you can capture leads from websites, social media, and emails in one place. The Law Firm CRM lets you categorize leads by different practice areas and capture their requirements.
Qualify and Nurture Leads to Close Faster
Centralize your qualifying and nurturing process with all your activities and emails in one place. After the initial qualification, you can convert the Leads into Prospect Contacts (and in the case of Corporate Leads into Prospect Contact and Company).
Centralized
Centralized
Matter Management
Matter Management
Matter Management is the most crucial process for any Law Firm. The Law Firm CRM software is tailored to help you create, manage and centralize every aspect of matters effectively and effortlessly.
Capture Matter Details Effortlessly
Once you’ve converted a lead into a Contact, you can send them the Matter Details form right from the CRM itself. Once your prospects fill out the details and submit the form, it creates the Matter automatically against the Contact.
Manage Your Matters Effectively
Once the Matter is created, you can assign multiple attorneys to it, capture related contacts, set expenses budget. You can also keep all relevant documents in the Attachments and manage all activities via the Activities module.
One-Click
One-Click
Contract Generation
Contract Generation
Generating contracts and getting them signed by your clients is super-critical for your Law Firm. The legal CRM lets you generate contracts right from the CRM and send them for signature with one click!
Generate Contracts with One Click
Depending on the billing preference, you can create Contract Templates for Flat Fees, Hourly Billing, and Contingency Matters. Once you’ve qualified the Matter and decide to take it on, you can generate the Contract by pulling data from the record level.
Send Contracts for E-Signature
Once the Contract is generated, you can send the same to your Clients for e-signature via Zoho Sign. Once your Clients sign the Contract, that can be tracked into the CRM directly and you can get started with the work.
Super Easy
Super Easy
Invoice Generation
Invoice Generation
Invoice generation is a tedious task for every Law Firm, especially for Hourly Billing Matters. The Law Firm CRM makes this job easy by generating Invoices in just one click, right from the CRM itself.
Log Hours for All Your Matters
Once you get started with the Matter, Attorneys can log the time spent in the Matters Module. You can update the Date, Time Spent, Tasks and add a description of the Tasks. This information is carried forward in the invoice that you generate.
Set Hourly Rates for Attorneys
In the Attorney’s module, you can set the hourly rate for each of your Attorneys and Legal Aids. Once the Attorneys log the time spent for any Matter, the system calculates the total billable amount based on the pre-defined hourly rate and generates the invoice.
Comprehensive
Comprehensive
Reports and Dashboards
Reports and Dashboards
The best Law Firm CRM lets you keep a track of your business with useful reports and dashboards. Be it conversion rates, monthly billing, or expenses reports, the CRM for Law Firm makes it super easy to get actionable intel in the form of comprehensive reports and dashboards!
Track Performance
The legal CRM lets you keep a track of your business with useful reports and dashboards. Be it conversion rates, monthly billing, or expenses reports, the CRM for Law Firm makes it super easy to get actionable intel in the form of comprehensive reports and dashboards!