5 Reasons a Legal CRM Will Change Your Life

Slides:



Advertisements
Similar presentations
| EXACT ONLINE ACCOUNTING AND CRM1. EXACT CONNECT EVENT 2015 Exact Online Accounting and CRM.
Advertisements

Nucsoft Customer Relationship Management. Overview CRM provides sales, marketing, and support teams with powerful tools to efficiently and effectively.
Transform Your Business with SP Business Suite In the Cloud or On-Premise.
Powered by. Motus is an integrated web-based and mobile software platform that supports field work management and execution, giving employees necessary.
Copyright COMPLETExRM, Inc. All rights reserved. Sales Presentation 1 For Real Estate.
Unit 4: Electronic Documents and the Paperless Office.
Unit 8: Specialty Legal Software. Topics for Seminar Assignments this week LexisNexis Westlaw Special law firm management software SmartDraw.
Unit 4: Electronic Documents and the Paperless Office.
Workflow for ACT! and QuickBooks Graeme Leo Xact Software.
The Case for Integrated Processes BY Tim Blades Pat Murphy and Matt MacPherson.
API Basics: Integrating with SmartSimple. Mark Bridger BFA, M.S Ed. UI Lead & Training Officer Meet your Presenter.
WHY LAWSOFT? Most law firms in Zimbabwe have accounting systems in place used by their accounting departments and some of the established firms have Help.
Welcome to Converge Enterprise Simple, Cloud Based, Affordable CRM Software.
Unit 8: Specialty Software. Reminders Incomplete Request forms due in my Inbox on Monday, June 20th Office hours will be Friday, March 28th from.
1 Intended use of this Presentation This presentation is for the client Executive contact to use with their internal Enterprise eTIME Project Team. The.
All-In-One CRM Solution for Construction & Engineering
Robust ERP Solution for Investment Banking.
Comprehensive CRM Solution designed for Call Centers
Exclusive Business to Business CRM
Leading CRM for Educational Institutions
CRM for Law Firms
Customer Relationship Management - A wise investment which can make a fantastic Return on investment
Marketing-to-Opportunity Scenario Overview
Legal Software Helps Lawyers and Law Firms Alike
Request-to-Resolve Scenario Overview
SECURE LEGAL SOFTWARE MADE EASY
Cash and Liquidity Management Scenario Overview
Travel Data Consolidation
Sales Infinite CRM Software Solution
6 Sales Leads: [INSERT PRODUCT NAME HERE]
Connect Your Apps and Automate Your Business: OneSaas on Microsoft Azure Empowers SMBs to Save Time and Make Better Business Decisions MICROSOFT AZURE.
Complete CRM Solution for Call Centers
Step by Step guide to creating Test Tracks
CRM SOFTWARE by sme joinup
Welcome to The Broker’s Workstation.
Integration.
OnContact CRM Customer Relationship Management
Marketing-to-Opportunity Scenario Overview
The Future of Accounting is here
Society Management Software - Make your society comfortable.
Salesforce Training In Hyderabad Salesforce Training In Hyderabad.
Request-to-Resolve Scenario Overview
Is Your Mortgage Company Trending or Trailing?
Office 365 Integration Delivers Seamless CRM Experience for Sales Representatives in the Field “By creating a fluid line of communication with Microsoft.
Joining Resources: Installing API in Connections
Make Your Business Profitable by Adopting a CRM System CRM SYSTEM.
Best in Class CRM for Law Firms
Is Your Legal CRM Multitasking Like it Should?
White Label CRM for Your Business
Are your sales pros selling or doing busy work
How to release the addiction to antiquated cr ms
Marketing automation is a very active segment of the CRM software market. Not only are new vendors entering the market, but existing market leaders are.
QuickBooks Premier Desktop Accounting Software: Features & Benefits.
Pack Your Park by Modernizing Your Business Online
Order-to-Cash (Project-Based Services) Scenario Overview
Request-to-Resolve Scenario Overview
Marketing-to-Opportunity Scenario Overview
Pack Your Park by Modernizing Your Business Online
NetSuite’s Value Propositions
Marketing-to-Opportunity Scenario Overview
Accounting Intelligence
Order-to-Cash (Project-Based Services) Scenario Overview
Request-to-Resolve Scenario Overview
(Extended Relationship Manager) “WE UNDERSTAND YOUR NEEDS”
Dan Akers - Co-Founder, LightStart
(Extended Relationship Manager) “WE UNDERSTAND YOUR NEEDS”
Introduction Fact-Finding Meeting Proposal Meeting
RUNNING THE MODERN DAY SMALL LAW FIRM
Presentation transcript:

This is what we call a “loaded listicle.” Why? Because we can’t be certain what status your life is currently in and if you actually want to change it, but we’re going to assume that if you are a legal professional and you’re not using Shape’s Legal CRM - you’re most likely miserable. Misery is a bore. It’s also very expensive.

On any given day, law firms are managing all or most of these (and so much more): Multiple marketing and campaigns Leads and their sources Client intakes Client communications via phone, text, and Documents and more documents Calendars, court dates Third party providers Invoicing Without a cloud-based Legal CRM to manage your law firm’s day-to-day activities, misery ensues. And when your prospective clients fall through the cracks because you’re busy trying to manage the other details, well, your marketing just became a moot point. That’s expensive.cloud-based Legal CRM End costly bouts of misery. Change your life with Shape’s business cloud software specifically designed for law firms. Request your free trial. But you did read this far, so…

Here are the 5 Reasons we promised: Manage Your Sales and Marketing with real-time automation that integrates every point of contact as it occurs. No more redundant data entry and no more employee error, but most importantly, no more prospective clients falling through the data cracks. Streamline the Intake Process with online forms and form builders, built-in e- signatures, and file attachments. Integrates with Needles or Clio for a truly innovative and integrated process. Communicate How Your Client Listens, via phone, , or text and keep a record of every point of contact. Manage Deadlines and Calendars including Statutes of Limitations with Shape’s interactive cloud software and eliminate costly errors. Manage Documents and Records, including third party sources. Maintain all your records in the right files, every time, and assign customized permissions to the firm for transparency, accuracy, and efficiency.

Manage Billing as if you were born into a family of accountants. Track time and expenses, create and track invoices, monitor online client payments, gather financial reports and more. Yeah, we know. That was 6 Reasons to stop being miserable. We have more reasons for you. Contact us for your free trial!Contact us Article Resource - change-your-life