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CRM for Legal Profession

InvestGlass streamlines legal sales and investment management, ensuring regulatory compliance and data privacy. It offers automated legal templates, case updates, and unparalleled document digitization, enabling you to focus on practising law.

Simplify Your Workflow
From Start to End

InvestGlass is the first Swiss CRM designed to provide end-to-end digital solutions for legal client management. It includes digital onboarding, case management, life cycle management, and marketing campaigns, with AI automation to simplify your administrative tasks.

InvestGlass Workflow

Digital onboarding

InvestGlass’s digital onboarding feature streamlines client intake for lawyers. Create digital forms and collect electronic signatures, saving time and eliminating the need for printed forms or mail. Simplify your onboarding process with InvestGlass.

Projects pipeline and deals

InvestGlass empowers lawyers to track the entire sales process with its pipeline functionality, providing valuable insights into successful stages and areas for improvement. Stay organized and make informed decisions about your legal practice’s future with this indispensable tool. Plan and forecast growth confidently, with InvestGlass providing the data to back up your decisions.

Flexible CRM

InvestGlass is a flexible CRM customized to your legal practice’s specific needs, with no-coding required. Customize standard tabs and record types, add custom fields, and track progress with a variety of reports and dashboards. InvestGlass is the perfect solution for both new and experienced users.

Audit permissions

InvestGlass ensures legal practice compliance with industry regulations through object permissions and Field Audit Trail. Set specific access levels for data fields and records and archive field history data for up to 10 years.

InvestGlass Automation

Automated workflows

InvestGlass’s automated workflows eliminate manual tasks, reduce errors, and save time. Custom rules and triggers automate routine tasks, allowing you to focus on serving clients and growing your legal practice.

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 redundant tasks

  7. Support your customer communication
  8. Create customized revenue reports