Access information and communicate more efficiently with Solastis CRM for law firms
Make better decisions for your clients by managing all the information and accessing all email interactions in Solastis CRM for law firms.
What are the immediate gains of using Solastis CRM for law firms?
Paperless knowledge management
Store and organize all information and documents electronically on a central system like CRM. Update new data and get rid of outdated information conveniently.
Clear communication with clients
Improve customer experience by contacting clients consistently and clearly by setting up follow-up reminders and using easily customizable premade responses with CRM.
Efficient time management
Track the time spent on every client or case when you monitor tasks closely with visual dashboards in CRM. Know when and how to improve tasks for more time and cost efficiency.
Why should you consider using CRM for your law firms?
It is common for law firms to handle cases that last for more than a few months. Also, providing accurate legal advice for successful case resolution requires easy access to historical email communication, documents, and other notes. In this respect, Solastis CRM can be beneficial because you can organize all the information without losing any details or without involving physical paperwork. You can store and view any past emails with the clients with the utmost convenience.
CRM for law firms can further help you to manage your leads through a central database. CRM can automate repetitive administrative tasks and free up the time of your workforce to focus on work that matters. So, you also do not waste any time or resources that are not productive or are not helpful for your clients. CRM also makes sure that you have better control over your data and documents. So, you can make the right decisions for your clients, and improve the customer experience and increase the chances of retention.
Features of Solastis CRM for law firms to improve customer experience
Provide your clients with the right advice by designating cases to specific experts
- Allocate cases to personnel with suitable knowledge and skills
- Automate the process of assigning the tasks from and within the CRM
- Use email notifications to inform the clients about every new development
Apply sequential task management tool to resolve cases efficiently
- Organize cases in orderly tasks and resolve them step by step to avoid inaccuracies
- Spot bottlenecks for any cases swiftly and intervene if necessary using the right resources
- Ensure that you meet the legal compliance at every step
Provide privacy to your clients by controlling access to specific information
- Implement authorization tool, so only the people working on the particular case have access to it
- Authorize personnel only for a task in any case and keep information even more confidential
- Store data on a secure CRM like Solastis and prevent any data breaches or information leaks
How is Solastis CRM for law firms different than other software solutions?
Solastis CRM for law firms has a sequential task management tool so that you can split every case into orderly tasks. You can then ensure that all the legal and necessary steps are taken to close the case. Such functionality also makes sure that all the information is documented at every step so that no legal lapses occur. Also, you can track all the business operations and measure the performance of your firm by generating timely reports in Solastis.
An Advanced Case Management platform using which you can digitalize any business processes. Create multiple case types for separate business processes.
Create sequential steps in your case.This ensures that the Case is moving in an efficient and predefined order. You will also know exactly where case is stuck.
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. Never miss an important update.