CRM for Legal Profession


CRM for legal professions and law firms

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

Pre-built onboarding for law firms

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.

Pipelines for legal profession

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.

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.

CRM for legal professions and law firms

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.

Complete client management CRM software

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.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
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