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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

A customer relationship management (CRM) system is perfectly designed for professionals and teams seeking an effective and straightforward solution. Enjoy unlimited features for a monthly fee per user, with no binding contracts required, and kick off your experience with a complimentary 14-day trial. By incorporating Pareto Systems' best practices, you can attract and retain high-quality clients for your business. The system boasts an innovative tab navigation feature that promotes quick and efficient work habits. You can conveniently monitor crucial details about your processes and client communications, while rest assured that sensitive client information is protected with bank-level encryption and stored in geo-redundant data centers. Additionally, our experienced support team is available to assist you from 6 AM to 4 PM Pacific Time, Monday through Friday. You can open multiple tabs to access various Contacts, Accounts, Tasks, and your Calendar simultaneously, allowing for seamless navigation between records to quickly locate necessary information. By keeping track of essential client details such as Family, Occupational, Recreational interests, and Financial information, you can cultivate stronger relationships with your clients. This comprehensive approach ensures that you have all the tools at your disposal to enhance your client interactions effectively.

Description

Affinity stands as the premier legal software solution designed to enhance productivity and foster growth for mid-tier law firms throughout the Pacific Region and beyond. Each day, legal practitioners depend on Affinity to navigate the complexities of providing top-notch client service amidst evolving customer expectations and requirements. The versatile capabilities of Affinity are applicable throughout the entire firm, making it an essential tool for various legal operations. Discover how you can elevate productivity, enhance profitability, and increase client satisfaction across your organization. Access exceptional legal research resources online or initiate your research directly from your matter. Effortlessly link articles and content to specific matters for quick reference. Keep your internal research library organized within Affinity, consolidating all resources into a single platform. Monitor the status of progress, documents, contacts, and financials seamlessly. Utilize DataForms to update case facts and significant dates, while also managing time recording, transaction processing, and billing efficiently. With Affinity, your practice can streamline its operations and improve overall effectiveness.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

EzeScan
Juris
Lexis Advance Quicklaw
Lexis Omni
Lexis PSL
LexisNexis Prospect Portfolio
Softlog.print
eCitation

Integrations

EzeScan
Juris
Lexis Advance Quicklaw
Lexis Omni
Lexis PSL
LexisNexis Prospect Portfolio
Softlog.print
eCitation

Pricing Details

$29 per user month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.bluesquaretoolkit.com

Vendor Details

Company Name

LexisNexis

Founded

1970

Country

United States

Website

www.lexisnexis.com.au

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

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