M-Files CRM for Legal

The solution M-Files CRM for Legal is intended for process optimization of CRM in law companies and helps to increase effective management of business processes. Unlike the classical M-Files CRM for Legal CRM systems it is adapted for requirements of law firms to work with clients. When developing this solution 10-year experience of our technical specialists and consultants with law firms in the different countries was considered.

A system solves the problems characteristic of management of relationship in law company and is able:

• create uniform base of potential and current clients;
• provide structured data on clients: over the countries, the industries, legal practicians, responsibles, etc.;
• keep account of history of communications with clients, including monitoring of transition of the potential project / client to actual;
• plan internal communications (meetings, calls, letters) on projects and to import events to the calendar of Microsoft Outlook;
• plan and keep account of court sessions and reference books of judges/courts;
• register and load the documents connected with activity of law company;
• to quickly find the necessary information, using full-text search;
• manage requests from potential and current clients;
• manage marketing campaigns: mailings, actions with automatic calculation of data on efficiency of campaigns;
• manage polls of clients with automatic calculation of data on customer satisfaction;
• be integrated with billing systems;
• provide access to contacts, communications, projects and documents from any device (computers, tablets, smartphones).

IT solution of M-Files CRM for Legal can be configured under specifics of work of specific law company, taking into account the 'the best practice' implemented in it. A system has the simple user interface that will provide its fast studying by lawyers and other specialists of law firm and ease in the subsequent work.