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CRM for Lawyers

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.

Simplify Your Workflow
From Start to End

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 Workflow
InvestGlass Automation

Automated workflows

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.

Projects pipeline and deals

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.

Digital onboarding

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.

Flexible CRM

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.

Audit permissions

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.

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for legal practices

  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks
  6. Automate sales tasks
  7. Support your customer communication
  8. Create customized revenue reports