Today’s article is to explore the positives of Solicitors and Barristers in the UK to work with a Case Management System that benefit.
With the very beginning, comprehending the workload of a Lawyer is difficult, with continued correspondences with clients throughout the course of a day, followed with preparation on matters and then managing processes requires a structured approach. As those working in professional services getting the right balance is hard to achieve, where over time you tend to work on prioritising as best as possible. Take a free trial with Hybrid Legal CRM by visiting us at https://hybrid.techics.com
The purpose of the Legal Case Management System, also referred as a CRM to create a more structured approach to the simplify and creation of tasks that need to be completed on each matter. This is where Hybrid Legal CRM comes in, the platform has been established to breakdown processes in steps making it easier for the firm and timely responses to the clients.
As a Legal Practice you need to integrate a CRM that has simple functions that work well. Functions that work on everyday matters.
Automated Tasks
Providing timely updates to a client is integral to avoid disruptions on service standards and minimising complaints. After all, clients with your legal practice are constantly concerned through the life cycle of their process and rightly so.
Hybrid Legal CRM enables your team to create workable correspondences on client matters, whether you would like to provide an automated update every week, or fortnight your team can set this up.
Service Life Cycle
Breaking down your processes in segments is another integral tool to allow your team to pool together, this function is critical to succeed in all matters reducing interferences in timeline. Through workflows and automations with email platform within the Hybrid Legal CRM helps to streamline your business.
With this in mind, our CRM enables to set up a checklist of tasks to complete, where colleagues working on client matters can complete at each stage, this can ensure that matters are progressing over a period of time.
Activity Logging
Maintaining all correspondences with the client or tasks completed is key for record keeping, especially with compliance matters with your regulatory or governing body. This ensures all contact or work completed are tracked.
Document Storage
With technology at great advances, so is our Hybrid Legal CRM, giving flexibility to a client on providing evidences is key.
Our CRM enables clients to upload documents and store them accordingly, where Lawyers can review wherever and whenever by simply accessing the portal.
As Lawyers in the industry, Hybrid Legal CRM was brought in to support likeminded firms who have struggles in managing their practice. So whether you are a team of 3 or 15, your CRM should bring your tasks together. This is our purpose.
Tel: 020 7237 3388
Website: www.techics.com