We now live in a world where digital transformation is becoming the norm, and businesses such as law firms are looking at how they can reduce costs, whilst improving on productivity.
Technology is now part of a business strategy, which helps improve customer delivery at speed. A Legal CRM can truly help firms deliver better. You can find more information on how our platform works at www.hybridcrm.co.uk.
What is a legal case management platform?
There are various terminologies used in the market from a legal case management platform to Legal CRM and customer management tools. In short, a platform software that helps law firms be organised and deliver legal services at speed and efficiency.
• As with all businesses, law firms use a Legal CRM to understand the workflow of their client’s, from the point of contact and through the lifecycle a legal matter.
• It allows leadership teams to understand their clientele, helping both sales and marketing to work on the business areas that matter.
Hybrid Legal CRM, how it helps to deliver for law firms
- Email linked into the CRM. You are able to add any mailbox types whether it’s your business or personal into your own workspace at the platform. The CRM will help identify automatically a client’s email with the matter, allowing you to respond, save and complete billing tasks in less than 30 seconds.
- Build email automations to keep your clients informed throughout the legal matter.
- Create workflows to streamline your business process as well as manage the legal matters.
- Meet your compliance requirements with reports readily available to be printed.
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Document management in the Legal CRM
We understand how important documents and evidence building is on a legal matter. So, we have created a platform to keep both data secure, yet allow the process of managing the documents at speed.
- You can build your own evidence list or amend/edit from a predefined list of documents, to work at speed.
- Once the client receives the automated list through an email, they would be able to login to a secured environment and upload the documents, place comments & add any other documents they would like to share.
- The evidences are available to the law firm in real-time.
The reduction of administrative tasks is the forefront of how well Hybrid Legal CRM is set out. This allows Lawyers to user their time better in doing what they are good at, helping their customers.
Matter workspace
Hybrid Legal CRM allows you to do a number of activities within the platform.
- Build work or excel file documents.
- Then be able to create PDF documents.
- Download government forms including any policy or case research can be done and downloaded into the matter workspace.
Frequently asked questions
- What software do solicitors use? Hybrid Legal CRM allows solicitors and law firms to manage your legal matters and billing in one platform. It allows you to connect to external accounting software’s to streamline your business.
- Is Hybrid Legal CRM accredited? Yes, we are listed by the Law Society.
- Can I get help and training to use the CRM? Yes, we provide onboard training and ongoing support. We want our customers to make our platform an everyday use case, allowing them to work better and give their customers great service.
- Do you have flexible plans? Yes, we don’t put our customers on long term contracts, and we don’t intend to pin down our customers. You can choose both monthly or annual plans.
Take a free trial at Hybrid Legal CRM
Access the platform with no obligation at https://www.hybridcrm.co.uk/Free-Trial. No credit card or personal details required.
Email us at [email protected] if you have any questions or wish to discuss about our Legal CRM.
Speak to our team on 020 7237 3388 if you have any questions.
