CRM for Lawyers


Digital onboarding InvestGlass

CRM for lawyers professions and law firms

In our growing digitalized world, Customer Relationship Management software becomes more and more important in practice areas such as law firms. A CRM ideal for law firms and lawyers should include contact management, customer service, marketing automation, document management, and a client portal. Indeed, contact information is necessary for law practice be it for procedure purposes or case-related purposes. The database needs to correctly manage and forms can be sent per email to complete the intake process. Law firms and lawyers are searching for a solution that centralizes their customer data, organizes important tasks, manages all documents in one place, automates marketing emails, track customer interactions, and simplifies the invoicing process.

InvestGlass’s CRM tools include all the above benefits and adds artificial intelligence to automate most of your processes and administrative burdens.

Complete client management CRM software for law firm

InvestGlass’s lawyer template enables a clear tackling of the lawyers’ challenges. Customizable fields and emails can be tailored to fit your specific law firm, and the document system enables greater knowledge of your cases. Our invoice system allows a precise accounting of the hours spent on each client and our audit trail keeps 10 years of history.

We digitalize the client onboarding and KYC processes which automatically gather all the documents relevant to your law case. Then, our pipeline management features enable you to keep track of your customers journey and his/her different needs along the way. The task system offers a clear organization of your time, your team, and your users. Our tagging feature enhances the potential of the solution by gathering clients in opinions and interest groups. Finally, the security of client relationships and data is eased by the Swiss system. Indeed, contrary to software in the United States, such as Salesforce, the US Cloud Act does not apply in Switzerland.

The CRM system includes case management software to records new clients’ cases. Investglass CRM includes a document storage cloud-based. The data can be access based on record permission. Specifically, designated colleagues based on their seniority or deal on a ship will access records or specific fields.

The CRM can be connected to a phone, I voice over IP solution, and all conversations can be recorded and attached to contact reports. This will prevent a dual log of your interactions with clients. This is a perfect design for law firms looking for a legal CRM.

To publicize your low from activities, Investglass offers an email marketing tool. The email marketing automation will send either individualized emails to each customer and prospects of your law firm the system respects GDPR our regulation.

Investglass offers an invoice or a billing system built for a law firm. The solution can be connected to other cloud base invoicing tools.

Last but not least Investglass offers a digital onboarding system and digital signature system which will automate your law firm activities. The system records client intake and documents. Forms feet will fit your needs and record-making InvestGlass the perfect CRM system for ambitious law firms.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.


In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.


InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Automation can be set up for things like the approval process, email responses, event creation, or follow-up notifications. InvestGlass’ templates feature combined with its automating processes make it one of the most powerful CRMs on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business.

InvestGlass offers a wide range of automation for banks and insurance. For example, InvestGlass can automate the approval process, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automations. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service.

Approval process

InvestGlass’ approval process is a great example of how businesses can use different levels of approval to ensure quality work. The InvestGlass Approval process requires all work to be approved by two different managers, or groups before it can be completed. This ensures that all work is of the highest quality and that any potential problems are caught early on. InvestGlass’ approval process is just one example of how businesses can use different levels of approval to ensure quality work. 

Record permission and Audit


Industry regulations compliance is an important part of any business. InvestGlass allows you to grant objects permissions to control the access to your data fields and records. Each object can be set up with a specific level of access to create, read, edit, and delete those records. This level of access will define the extent a user has to manipulate a field record.

Field Audit Trail lets you retain archived field history data up to 10 years from the time the data was archived.

Relations and Accounts

Relationships, Contacts and Accounts are key components of customer relationship management. Clearly, the details needed as well as the accessibility to said details can be used for assessing the quality of a CRM.



InvestGlass’s Calendar is a great way to keep track of all your clients’ meetings in one place. The Calendar automatically generates all your clients saved meetings into one generic calendar, so you don’t have to miss a beat. You can also add, edit, or delete events manually. InvestGlass also categorizes events by customizable colors, so you can easily keep track of what’s going on. And if you need a little privacy, InvestGlass also has a clients-only calendar. So check it out today!.


InvestGlass task automation can help you keep track of the required actions and, if chosen, get a reminder in your calendar. Tasks may be created around four focus objects: Account, Contact, Portfolio, and Security/Product. A task can be prioritized, connected to a pipeline, and assigned to any member of your team. This allows you to keep track of the required actions and, if chosen, get a reminder in your calendar. InvestGlass automates the tasks for you so that you can focus on other things. Additionally, InvestGlass offers templates for different types of tasks, which makes it easy to get started. InvestGlass is a great tool for anyone who wants to save time and be more organized.

Campaign and Email/SMS Marketing

InvestGlass email and campaign system enables you to connect your email credentials and send hyper-targeted message to your customers. Respect GDPR regulation via the audit trail system capturing customers consent and preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. InvestGlass is the perfect tool for any business that wants to send targeted, personalised email campaigns to their customers. Thanks to the powerful InvestGlass platform, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox. So why wait? Sign up for InvestGlass today and start sending hyper-personalised email campaigns that get results!

Start a free trial of the Swiss #1 service solution.

No credit card required. No software to install.