Customer contact management software for Legal Services

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hey this is nobunita from golden lion in today's video i will walk you through how you can leverage zoho crm for your law firm but before we jump into the demonstrations let me tell you who can benefit from this application this application is a perfect fit for independent attorneys as well as law firms built on top of award winning zoho crm the law firm crm lets you centralize your data create manage and collect information on matters log time and generate invoices effortlessly you can also create client contracts and build comprehensive reports in short you get everything you need to run your business in one place best of all you can access the system from anywhere with just a browser no need to download any software on your computer you can also access the system via android or ios mobile apps and manage your business on the go the pricing is super affordable and you can go live with the system within four to five business days so with this backdrop let us jump into the demonstration and see how the law firm crm works this is your crms home page where you might want to see the most critical matrixes for your business as you can see we have set up the to-do list matters by stages matter status invoice due etc you can customize this home page with different dashboards for individual users as well we can see all the modules like leads companies contacts matters etc laid out here in a simple uncluttered way if i get into the lead module here you can see all the inquiries that you might have received from the different sources you can also create some custom views here for segregating the leads by various parameters such as practice area billing preference etc if i get inside a lead record i can see all details of the lead here i can see the practice area billing preference lead source lead status along with all the contact information and originating attorney in case it is a company inquiring about legal services you can keep track of the company name here once you have got this lead you might want to schedule different activities such as a follow-up call a meeting etc to nurture this lead further you can create these activities here set a due date and assign it to yourself or a different team member you can also choose to notify them via email and pop-up notification this way you will never have to miss out on any activities and follow-ups ever again once you have nurtured this lead understood their requirement you might want to collect more information on the matter to qualify the inquiry at this point you can go ahead and convert this lead into a contact and in case of a corporate inquiry a company as well now that your lead is initially qualified and converted into a prospect contact you can send them the matter details form the matter details form pre-populates contact related information your prospect can now share further details about the matter once your prospect submits the details it creates a matter against the contact automatically now you can review all the details and decide on whether to take on the matter or not let's say you find the matter to have merits and you are willing to represent this prospect at this point you would possibly need to get a contract signed depending on the billing preference you can generate the contract right from the crm itself and that too with just two clicks the contract pulls relevant data from the record level and matches the same with your predefined template you can now send a contract for signing via zohosai once the contract is signed you can get started with the matter assigning additional attorneys total expenses amount you have budgeted for this matter any related contact relationship with that contact and so on you can also add the details for the statue of limitation here any document you need to keep handy for this matter can be uploaded in the attachments here and all activities can be managed within this activity section once you start working on the case you might want to keep track of the time invested in the matter this is crucial for all hourly billing contracts so as and when you work on the mata you can lock the date at any name time invested here you can pre-define the hourly rate of your attorneys and legal aids in this attorney module at the end of the billing period you can generate this invoice based on the time invested and send it to your clients right from the crm itself as and when you incur any expenses for this particular matter you can keep track of it here all the expenses you add get summed and you can generate reports on the same this might be a more crucial functionality for contingency matters the system comes with a number of useful reports that help you keep a track of your business and during the onboarding process we offer complete training on how to generate different reports as well how cool is that so if you are looking at taking your business to the next level it is time to schedule a complete demonstration of the law firm crm you can go to our website .jlionconsulting.com and schedule a no obligation demonstration at your convenient date and time once you schedule a demonstration we will share the meeting invite immediately we look forward to serving you