Best CRM for law firms
The reality of the legal industry is getting more and more complicated and poses new challenges. Managing a law firm in modern conditions, when it’s necessary to collect and effectively analyze a huge amount of data, as well as generate and organize extensive documentation, can no longer do without a dedicated CRM program. That’s why more and more law firms are choosing to purchase a dedicated software, but still for many potential customers the management system is still an unrecognized option. It’s worth taking a look at its capabilities and the benefits it brings with it on several levels.
It’s with the reality of the work of attorneys and legal advisors in mind that the Infino Legal system was created, which works well in any law firm – it supports the functioning of both large law firms and smaller entities. Prepared by experts, well acquainted with the realities of the industry, it gives you a chance to eliminate the biggest pains in the functioning of your law firm. Here are examples of solutions that will work in key aspects of your work.
Automation in a Legal Office
Today one of the basic requirements in efficient management is the technological development of the company. The operation of a law firm consists of a number of processes that are difficult to control by analog methods. Automation therefore becomes a necessity. Infino Legal allows, within a single system, to keep an easy-to-use record of proceedings. At the same time, it offers adequate space on a cloud drive for saving documentation, which is then easy to use on any device and from any location and can be freely shared with an employee who happens to need it. Provided, of course, that he obtains the appropriate authorization, because everything must be done with the highest security standards, which for the developers of the Solvbot brand is a priority. As we know, it’s very important that only authorized people can access sensitive documentation.
Partial automation, and therefore significant facilitation, is also provided for work within the team. Infino Legal gives you the possibility to delegate and manage task, manage the team with the help of clear and intuitive applications within the system: dashboards for monitoring cases, active task lists, files, as well as a calendar, allowing you to control deadlines. They ensure a proper and dynamic flow of information within the company and clarity on assigned tasks. The recipient gains the option of quickly generating new documentation, according to templates that are already ready within the system (and at the same time easily editable), or that can be prepared and entered directly into the system on their own. The same is true for the creation of accounts receivable statements, invoices, reports on actions tasks with a fair amount of risk of error. With a CRM, many mistakes can be avoided, receivables can be controlled, and above all, valuable time can be gained, which can be spent, for example, on attracting potential customers. This, of course, translates into profitability for the law firm and allows you to maximize profits. On top of that, it’s highly intuitive tool – the implementation of a CRM system for a law firm should, above all, be uncomplicated.
In addition, Infino Legal is also integrated with registers and key systems for attorneys and legal advisors.
Ability to constantly monitor pending cases
Quick and transparent access to information and ongoing proceedings is often the absolute basis for daily work. With this in mind, an intuitive tool has been prepared as part of the Infino Legal system – the Kanban board, which is used to monitor the progress of tasks in the law firm. Thanks to a package of attractive functionalities, Kanban allows you to access each case and get, in just a few minutes, clear information on that stage each project is at. Kanban gives you full control over current proceedings, observation of activity on specific tasks, insight into comments recorded at successive stages of the projects. And it also monitors the time spent on individual tasks in your office. It’s, of course, an interactive and editable dashboard, as the CRM offered can be customized to your individual expectations. Each module within the dashboard can be edited and entered freely into a given project.
In-Depth Data Analysis
The Kanban board also equipped with an option to generate statistics on tasks and processes performed. It provides a package of data that will help make decisions and optimize internal procedures so that the work in the law firm is as efficient as possible. An extremely important factor is the registration of working time spent by individual lawyers on specific tasks. Infino Legal gives you the possibility to register the working time, both the current one and the one already done. This allows you not only to assess the efficiency of employees in specific tasks, but also to eliminate for the future the problems that determine the slowdown in the achievement of the set goals and thus improve the quality of benefits and raise the level of customer service. Thanks to the reports on recorded working time, it’s possible to make an analysis from a broader perspective and show what in the company requires particularly urgent reorganization.
A properly developed information system offers solutions to internal problems and therefore improves efficiency. This translates into good relations with clients and increases the market competitiveness of the company. Streamlining the organization of the work of attorneys and optimizing the managerial aspects of the business is today the key to success in the demanding realities of the company. Streamlining the organization of the work of attorneys and optimizing the managerial aspects of the business is today the key to success in the demanding realities of both the daily work of lawyers and macro tasks. Infino Legal is a CRM system for law firms to help precisely in achieving these goals and achieving tangible and intangible benefits.
