As the UK economy has entered recession, most businesses including both small and medium enterprises are looking at how change management can help their business.
- What is change management? Well, it’s changing how the business operating model works, from lead generation to service operations and delivery.
- Hybrid Legal CRM allows both your customers and your business to work in collaboration. Find more information at www.hybridcrm.co.uk.
Hybrid Legal CRM, easy and intuitive to use
Our platform is built to make law firms work better, both on their legal services delivery and becoming more engaging to the changes in client’s behaviours.
• Create a new lead in less than 1 minute, quick and simple data capture tools, all simply created.
• Set permission as well as automated lead generation to keep track of customer journey.
See a quick video on our Hybrid Legal CRM – https://youtu.be/L7nB2cA6g-4.
Lead management and tracking software
Enterprises are looking to change how they market and build opportunities for their business.
• Hybrid Legal CRM allows your business to see a snapshot of where opportunity lead is being generated.
• Ability to see the lead’s journey and capture data that makes important business decision.
For example, you can see how effective a marketing strategy works and make financial decision that makes a difference.
• Automated client focussed emails. Drives more engagement with client’s and reduces workloads, to utilise your colleagues to work on things matters.
Free legal case management platform
Use our free trial for 14-28 days, we want to ensure you and your team are comfortable prior subscribing to us.
- To request a free trial, visit us at https:/www.hybridcrm.co.uk/Free-Trial.
- Activation is instant and you will be sent login details to access your own platform, to test and use.
If you need us to extend the trial, please simply let us know and we will do that for you.
Billing and time recording
You can use our billing platform, to record billable and non-billable tasks, including time recording.
- Easy time recording and billable tasks.
- Set-up billable preferences.
- Expense records including custom billable fields.
We have an interactive financial roadmap, built into matters, making it easier to record and bill clients.
- Integrate our platform to all leading accounting software’s.
Store and document management
In legal matters, we understand how important document management is.
- Built in client portal, connecting to the Legal CRM.
- Send default or bespoke documents list. Quick and easy to use.
- Able to see documents uploaded, add comments and share those within the firm or externally.
Hybrid Legal CRM, helping law firms build internal change
We understand change can be somewhat complex for small and medium enterprises, so our team here will help your colleagues with personalised, recorded onboarding training.
• Experience tells us that some colleagues may need more time than others, so we will ensure this is recognised.
• We use models to enhance colleague engagement process and run regular training sessions.
Getting our help at Hybrid Legal CRM
Tech ICS are listed by the Law Society as an approved supplier. Please find our details here – https://www.lawgazette.co.uk/legal-services/tech-ics/1109.supplier.
We help to establish a powerful unifying idea to express your business core identity, using our technological products and services.
• Contact us on info@techics.com, or speak to our professionals on 020 7237 3388.
• Visit us at www.techics.com.