How does airSlate SignNow support customer relationship management for legal services?

airSlate SignNow offers an easy-to-use platform that integrates eSignature capabilities with document management, specifically tailored for legal services. This allows law firms to improve client communication, reduce paperwork, and ensure a more seamless process for managing legal documents.

What are the key features of airSlate SignNow for legal services?

Key features of airSlate SignNow for legal services include customizable templates, secure eSignature collection, automated workflow management, and integration with popular legal practice management software. These tools enhance the customer relationship management for legal services by streamlining the document signing process and enabling efficient client interactions.

What pricing options does airSlate SignNow offer for legal professionals?

airSlate SignNow provides flexible pricing options for legal professionals, allowing firms of all sizes to find a plan that fits their budget. Customers can choose from monthly or annual subscriptions, with additional features available for an enhanced customer relationship management for legal services.

How can airSlate SignNow improve client engagement in legal services?

By utilizing airSlate SignNow for customer relationship management in legal services, law firms can signNowly enhance client engagement. Features like real-time notifications, follow-ups on document statuses, and easy communication channels keep clients informed and involved in their legal processes.

What integrations are available with airSlate SignNow for legal services?

airSlate SignNow seamlessly integrates with various legal management systems and cloud storage services, such as Clio and Google Drive. This integration enhances customer relationship management for legal services by ensuring all client interactions and documents are centralized and easily accessible.

Is airSlate SignNow secure for legal document management?

Yes, airSlate SignNow prioritizes security for all users, especially in legal services. It employs advanced encryption, multi-factor authentication, and compliance with legal standards to ensure that sensitive client information remains protected during the document management and eSigning processes.

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Customer Relationship Management for Legal Services

Customer Relationship Management for Legal Services: Try a Brand New CRM

Q: What is customer relationship management for legal services?

Customer relationship management for legal services refers to tools and strategies that help law firms manage client interactions, streamline workflows, and enhance client satisfaction. These systems can include features like document management, eSigning, and client communication tools, all designed to improve operational efficiency and client engagement.

airSlate SignNow CRM helps you centralize, optimize and streamline your contact and document management. Upgrade your customer relationship workflows.

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Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

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Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

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airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

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airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

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This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

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Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to customer relationship management for legal services.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and customer relationship management for legal services later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly customer relationship management for legal services without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to customer relationship management for legal services and include a charge request field to your sample to automatically collect payments during the contract signing.

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Your step-by-step guide — customer relationship management for legal services

Access helpful tips and quick steps covering a variety of airSlate SignNow’s most popular features.

How to utilize airSlate SignNow’s Legal Services Customer relationship management functions for greater results

Preparing documentation precisely and quickly affects your business’s effectiveness, particularly when making deals with numerous partners and customers within a business cycle. The extensive Legal Services Customer relationship management tools from airSlate SignNow will assist you to take better control over your document workflows. Handle your business networking, monitor all forms you’ve shared with them, and organize your documents quickly and easily.

Take the following actions to start benefiting from our Legal Services Customer relationship management tools:

Register for an account with a free trial, or sign in if you already have one.
Provide profile details and make any essential configurations.
Add and manage your critical business contacts to create a database.
Import a template from your device, the cloud, or airSlate SignNow’s catalog.
Open the file in the editor and update it with various fillable fields.
Drag and drop Signature fields and assign them to every party.
Share your document via email or a signing link and quickly get it completed.
Check document transactions with any contact through their personal card.
Find auto-created cards for new contacts with which you first shared templates.
Systemize your paperwork in the database associated with each person and organization.

airSlate SignNow brings the best eSigning workflows and database practices into one place to help you run your organization more productively. Try our platform’s database features today to ensure a future of better results!

How it works

Open & edit your documents online

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FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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What active users are saying — customer relationship management for legal services

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

airSlate SignNow makes all the difference in the world if you use Nintex Drawloop/Salesforce

5

Corinne C

What do you like best?

I'll admit, airSlate SignNow isn't perfect yet, but they have Docusign beat hands down when it comes to the control of the tag placement, the things you can do with the tags, how the tags work, the pricing per user (3x cheaper than Docusign and we get bulk upload!) and BEST OF ALL - we don't have to run our loan doc packages twice anymore, which we had to do under Docusign. Now we send the document through Drawloop, with delivery option of "email", AND at the same time, we can right click and save the package, and when we manually upload it to airSlate SignNow, it recognizes all of the tags! With Docusign we had to run the package twice: first to email it and second to send it through to Docusign because Docusign does not see the tags if it is first saved then uploaded. You have to use a template or manually place the signatures and we have 80 tags per set of loan docs! Another thing that airSlate SignNow can do is utilize tags that are already in the document, so you don't actually have to convert all of your Docusign tags to airSlate SignNow tags. Took us a while to figure that one out, but pretty nifty so we didn't have to recode all of our documents. Although now we use Drawloop Components to place the tags depending on the Delivery Option Name, so not necessary. Another AMAZING thing: bulk upload through a .csv file so we can send out a set of loan docs to hundreds of investors in under 10 seconds. Try doing that with Docusign without paying extra. There is one thing I really love about SaaS and that is the more features they have and the more advanced things they can do, the more I can take advantage of them and make our system even better. And I haven't even finished figuring out all of the advanced features of Sign Now!

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Finally a solution and a price point for small business.

5

Kirk L

What do you like best?

Obviously... the price. We'd looked at lots of competing products, but couldn't justify the price. Still our clients were asking for electronic document signing. We had to find something, and airSlate SignNow is great. The product is easy to use, both on our end, and for our clients.

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reliable software and is visually appealing and orgainzed to accomplish the tasks

5

Daniel B

What do you like best?

We are an insurance agency which handles large amounts of eSignatures, it's good to have a clear record of which documents are pending signatures. It's great to have a tool to easily remind clients to eSign.

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