InvestGlass provides lawyers with a streamlined solution for legal sales and investment management while ensuring adherence to regulatory compliance and data privacy. With features such as automated legal templates, real-time case updates, and exceptional document digitization.
InvestGlass is a Swiss CRM that offers lawyers a complete digital solution for client management. It includes features such as digital onboarding, case management, life cycle management, marketing campaigns, and AI automation to streamline administrative tasks.
InvestGlass’s automated workflows reduce errors, save time, and eliminate manual tasks for lawyers. Custom rules and triggers automate routine tasks, freeing up time for you to concentrate on serving clients and expanding your legal practice.
InvestGlass enables lawyers to track their entire sales process with its pipeline functionality, offering valuable insights into successful stages and areas for improvement. This indispensable tool helps you stay organized and make informed decisions about the future of your legal practice. With InvestGlass, you can confidently plan and forecast growth, backed up by reliable data.
InvestGlass’s digital onboarding feature streamlines client intake for lawyers by creating digital forms and collecting electronic signatures. This saves time and eliminates the need for printed forms or mail, simplifying your onboarding process. InvestGlass makes client intake a breeze for lawyers.
InvestGlass is a flexible CRM that can be customized to meet the specific needs of your legal practice, without any coding required. You can easily customize standard tabs and record types, add custom fields, and track progress with a range of reports and dashboards. Whether you’re a new or experienced user, InvestGlass is the perfect solution to streamline your legal practice.
InvestGlass ensures legal practice compliance with industry regulations by utilizing object permissions and Field Audit Trail. You can set specific access levels for data fields and records, and archive field history data for up to 10 years. With InvestGlass, you can maintain regulatory compliance and keep your legal practice on track.
Built-in template for legal practices
Capture more leads
Create customized revenue reports