If you are a lawyer or a law firm, then the Law Firm CRM is your perfect choice for lead nurturing, collecting information, generating contracts, managing matters, logging time, and generating invoices. Built on the award-winning Zoho CRM, the CRM for Law Firm is tailored to map the unique requirements of your business.
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The GoldenLion team has surpassed my expectations. Sometimes I think they are magicians, the way they can fully grasp and understand our requirements. They have been responsive, enthusiastic, and extremely professional. They have both listened to what we have said we wanted, while also teaching us about aspects of the software we didn’t know that we didn’t know.
Attorney, Firm Owner, AndersonDodson P.C.
Effective lead management is at the heart of any business. It’s not much different for a Law firm. With the Legal CRM in place, you can now capture, nurture, manage and convert leads like never before.
With the CRM for Law Firm, you can capture leads from websites, social media, and emails in one place. The Law Firm CRM lets you categorize leads by different practice areas and capture their requirements.
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Centralize your qualifying and nurturing process with all your activities and emails in one place. After the initial qualification, you can convert the Leads into Prospect Contacts (and in the case of Corporate Leads into Prospect Contact and Company).
Free Test DriveMatter Management is the most crucial process for any Law Firm. The Law Firm CRM software is tailored to help you create, manage and centralize every aspect of matters effectively and effortlessly.
Once you’ve converted a lead into a Contact, you can send them the Matter Details form right from the CRM itself. Once your prospects fill out the details and submit the form, it creates the Matter automatically against the Contact.
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Once the Matter is created, you can assign multiple attorneys to it, capture related contacts, set expenses budget. You can also keep all relevant documents in the Attachments and manage all activities via the Activities module.
Free Test DriveGenerating contracts and getting them signed by your clients is super-critical for your Law Firm. The legal CRM lets you generate contracts right from the CRM and send them for signature with one click!
Depending on the billing preference, you can create Contract Templates for Flat Fees, Hourly Billing, and Contingency Matters. Once you’ve qualified the Matter and decide to take it on, you can generate the Contract by pulling data from the record level.
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Once the Contract is generated, you can send the same to your Clients for e-signature via Zoho Sign. Once your Clients sign the Contract, that can be tracked into the CRM directly and you can get started with the work.
Free Test DriveInvoice generation is a tedious task for every Law Firm, especially for Hourly Billing Matters. The Law Firm CRM makes this job easy by generating Invoices in just one click, right from the CRM itself.
Once you get started with the Matter, Attorneys can log the time spent in the Matters Module. You can update the Date, Time Spent, Tasks and add a description of the Tasks. This information is carried forward in the invoice that you generate.
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In the Attorney’s module, you can set the hourly rate for each of your Attorneys and Legal Aids. Once the Attorneys log the time spent for any Matter, the system calculates the total billable amount based on the pre-defined hourly rate and generate the invoice.
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Law Firm CRM lets you keep a track of your business with useful reports and dashboards. Be it conversion rates, monthly billing, or expenses reports, the CRM for Law Firm makes it super easy to get actionable intel in the form of comprehensive reports and dashboards!
Free Test DriveKohler Law Group retained GoldenLion in order to customize the Zoho platform for our needs. Not only was the cost extremely competitive, but the final product was delivered ahead of schedule. My expectations were exceeded and I recommend GoldenLion without reservation.
Answers to the most common questions on Law Firm CRM
A CRM is a crucial tool for streamlining your lead capturing, lead nurturing, matter management, and invoice generation. The Law Firm CRM lets you centralize your data and run your business from one place. The great thing is, you can use the Law Firm CRM on your desktop or mobile devices. All you need is an internet connection and a browser. So, if you are looking at better managing your processes and scaling your law practice, you need the best legal CRM as your primary tool!
While choosing the right Law Firm CRM, you need to first and foremost see whether the system works for your business process. No matter how feature-rich a solution is, it’ll fail if it does not follow your business’s process and terminology. The Law Firm CRM, built on top of Zoho CRM, ensures that the solution mimics the standard business process of a law firm and comes with all the flexibility of customizing it further for unique business needs.
The Law Firm CRM comes with industry-standard workflows and automation for you. What’s more, you can easily customize the system further to meet any unique need that you might have. And the best thing is we can transfer this solution to you within 5-7 business days. So, you can go live as soon as possible and start leveraging it for your business.
Using Law Firm CRM is super easy. Moreover, once we’ve set up the solution for you, we offer complete user training that includes process training, building reports, templates, adding fields, etc. We also share tutorial videos for your reference.
Here are the primary benefits you can derive from the Law Firm CRM:
Of course! The Law Firm CRM software is built on top of Zoho CRM and, therefore, has robust customization capabilities. Please let our consultant know about the additional customizations you may require during the demo. We’ll understand the requirement, offer suggestions and present you with the effort estimate for the desired modifications.
The Law Firm CRM works on Zoho CRM Enterprise Edition. You may purchase the Zoho CRM Enterprise Edition or Zoho One Suite of Applications (Zoho CRM Enterprise Edition is a part of Zoho One).
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