In our growing digitalized world, Customer Relationship Management software becomes more and more important in practice areas such as law office. 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.
InvestGlass’s lawyer template enables a clear tackling of the legal professions’ 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.