The Swiss CRM
built for Lawyers
Your Legal Practice with Swiss Precision and Efficiency
Digital Onboarding and Signature
InvestGlass’s CRM streamlines the digital onboarding process for law firms, enabling seamless client intake. Our system supports secure digital signatures, ensuring legal documents are authenticated and signed with ease. This reduces paperwork, enhances efficiency, and maintains compliance with legal standards, making client onboarding smooth and professional.
Calendar and Task Manager
Our integrated calendar and task manager keeps lawyers organized and on track. Schedule client meetings, court dates, and deadlines with ease. Task management ensures all activities are tracked, assigned, and completed on time. This feature boosts productivity and ensures that no critical task is overlooked, enhancing overall efficiency.
Approval Process for Legal firms
InvestGlass CRM offers a robust approval process tailored for legal workflows. Manage document reviews, approvals, and sign-offs with ease. Our system ensures that every legal document passes through the necessary checks and approvals, maintaining compliance and ensuring that all legal standards are upheld. Streamline your legal processes with InvestGlass.
Swiss Neutral CRM
InvestGlass CRM is proudly Swiss, ensuring neutrality and strict data protection standards. Our CRM is designed to protect sensitive legal information, adhering to Switzerland’s stringent privacy laws. This neutrality and compliance guarantee that your client data is handled with the highest level of security and confidentiality, providing peace of mind for your practice.
Marketing Automation
Automate your marketing efforts with InvestGlass CRM’s powerful tools. Our system allows you to create targeted campaigns, manage client communications, and track engagement seamlessly. Utilize advanced analytics to refine your marketing strategies, ensuring that your law firm attracts and retains clients efficiently while focusing on delivering exceptional legal services.