CRM for law firms
A high pace of work, a large number of simultaneous cases, and constant communication with clients and partners require a clear structure and control in law firms. In such conditions, CRM for a law firm helps to stabilize routine processes.
Why should a law firm implement a CRM system?
Lawyers can have dozens of consultations every day, and they also need to process hundreds of documents and handle cases where every detail matters. The CRM system for lawyers allows you to keep everything under control: from the first client's request to the final court decision. With its help, it is possible to:
- record the time spent;
- keep a history of communications;
- automatically update the database;
- keep accounting records without any extra effort.
Legal practice means a constant flow of information. Odoo CRM structures data, creating a single space where everything is at your fingertips.
The main functions of a CRM system for lawyers
Running a law firm without digital tools can be difficult. CRM for lawyers is a full-fledged center for managing communication, tasks, and documents. Here's how it works in practice:
Implementation of Odoo ERP is a way to make the work of lawyers more accurate, faster and more convenient. As a result, the quality of customer service is improved without wasting time.
What tasks does CRM help to solve for a law firm?
CRM for a law firm is a tool that structures processes, minimizes the risks of human error, and ensures transparency in the interaction between lawyers, administrators, and clients.
Odoo CRM allows you to keep the focus on the main thing - solving the client's legal problems. As a result, you can work effortlessly to achieve results. The software helps to solve the following tasks:
- Consultations. Indicate the purpose of the appeal, describe the essence of the issue, the proposed solution and the current stage of consideration.
- Contracts. Record payment information, collect the necessary documents, plan debt repayment, and monitor the stages of execution.
- Acts. Apply a set interest rate to calculate employee salaries.
- The case. Appoint responsible professionals - lawyers, attorneys, and other participants in the process.
- Accounts. Generate financial documents for clients based on contracts and organizational data, send them by email or print them directly from the system.
- Logbook. Employees will have a clear view of the time and date of scheduled meetings with clients.
- Customers. Maintain a database of contacts, store supporting documents, and add individual characteristics of each client.
Want to try Odoo and learn more?
Stages of CRM Odoo implementation
- Needs analysis. We conduct comprehensive analytical work to study a business project. This is necessary to identify the goals and tasks that the software should solve.
- Preparation and planning. At this stage, an individual integration plan is developed.
- System adaptation. The system is customized to meet the needs of a particular company. The DMC for lawyers can be linked to telephony, database, and other software already used by the company.
- Staff training. We provide a detailed training course and additional materials to help you use the program effectively.
- Testing. At this stage, inaccuracies may be identified and corrected, and the system is customized to meet the project goals.
- Support. After the successful launch, we provide optimization and further technical support.
Strict adherence to the sequence of actions helps to get a powerful impetus for business development. Our specialists strictly follow the developed algorithm of actions to guarantee consistently high quality of services.
