CRM for Law Firms and Legal Practices
*****
Manage consultations, client intake and legal documents.
Client Consultations & Activities
Law firms rely on consultations, meetings and ongoing client interactions.
Use activities, reminders and calendar scheduling to organize consultations, deadlines and follow-ups while giving lawyers and staff visibility into ongoing client interactions.
Keep meetings, communications and legal activities connected in one place to improve responsiveness and client experience.
Track Client Opportunities
Use a customizable pipeline to organize client inquiries and track opportunities from the first consultation to active legal services. Keep meetings, follow-ups and documents connected throughout the client journey.
Track where every potential client stands, schedule next steps and keep consultations, documents and communications connected across the customer journey.
Typical workflow:
→ Inquiry
→ Consultation Scheduled
→ Case Evaluation
→ Proposal / Agreement
→ Active Client
Legal Document Management
Law firms work with contracts, agreements, engagement letters, client records and supporting files every day. Keep documents organized by storing files directly inside the CRM and linking them to contacts and activities.
Documents remain accessible during consultations, follow-ups and ongoing legal relationships, improving collaboration across the firm.
Unlike other CRM systems, Onpipeline does not set storage limits.
Reserva de citas en línea
Save time spent scheduling consultations over calls and emails with our online appointment booking software.
Law firms can define availability and allow prospects and clients to book consultations, meetings and follow-up appointments online at any time.
Clients can receive automated reminders via email or SMS before appointments. Reminders can be customized to include consultation details such as date, time, office location or additional instructions.
Customize Client Records
Every law firm manages different information depending on practice areas and services. Customize client records to store case categories, legal areas, deadlines, opposing parties, notes and internal information.
Keep all client information centralized and accessible.
¡Gratis durante 30 días!
No se requiere contrato ni tarjeta de crédito. Cuenta totalmente operativa. Puedes probar y comprobar la configuración realizando un pedido o, simplemente, dejar que el periodo de prueba expire.
Empieza hoy mismo