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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Boost your sales and strengthen relationships with the cost-effective and speedy SuiteCRM for Lawyers, which is specifically crafted to equip legal professionals with essential tools for business growth and profit enhancement. Adopting effective client management strategies alongside top legal practices allows busy law firms to focus on more fruitful tasks, thereby improving the overall performance of the firm. The SuiteCRM Legal CRM system empowers all team members—including paralegals, lawyers, attorneys, and support staff—to systematically manage client cases, related documents, appointments, and accurately track time entries for billing and invoicing purposes. This legal CRM system comes with built-in features that allow users to oversee and maintain a categorized list of clients, key leads, prospects, and other critical data. It also gathers vital information such as contact details, email addresses, and records of communications, enriching the database significantly. By utilizing SuiteCRM, legal professionals can streamline their workflows, ensuring that no important detail slips through the cracks, which ultimately leads to enhanced client satisfaction and business success.

Description

Ochresoft’s flagship offering, Intelliworks, stands out as a premier legal case management and workflow tool crafted specifically by legal professionals for their counterparts, aiming to assist law firms in simplifying and automating intricate legal tasks such as conveyancing, private client services, probate, wills, lasting powers of attorney, and additional legal affairs, all while minimizing risk and administrative workload. This innovative solution merges intelligent automation with customized workflows, providing comprehensive matter tracking from the initial client onboarding to final resolution, alongside a continually updated legal content repository that adapts to changes in laws, regulations, and best practices, thereby ensuring compliance and uniformity in service delivery. Intelliworks enhances operational efficiency by integrating case management, document management, audit trails, and task reminders into a single cohesive platform, ultimately reducing errors and liberating legal teams from mundane tasks. Additionally, it offers seamless compatibility with external systems and desktop applications, further diminishing the need for redundant data entry and significantly boosting productivity. By streamlining complex processes, Intelliworks empowers legal professionals to focus more on strategic tasks and client engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word

Integrations

Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word

Pricing Details

No price information available.
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

Fynsis Softlabs

Founded

2014

Country

India

Website

www.fynsis.com/suitecrm-legal-crm/

Vendor Details

Company Name

Ochresoft

Founded

2003

Country

United Kingdom

Website

www.ochresoft.com

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

Product Features

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