Creatio CRM Legal. Legal Practice Management Revamped

Practice management

• Enjoy intuitive interface for fast and efficient operation – advisors and office staff will focus on matters and clients, not forms and reports
• Consolidate the management of client and matter data
• Seamlessly integrate with Microsoft Outlook, Word, Excel, Google services to get all that you need in a single system
• See reminders for time-sensitive or overdue tasks, and track progress of objectives
• Get an auto-time stamp when completing workflow activities
• Track KPIs in a single dashboard – revenue per consultant, per department, per service etc.
• Relish a 360-degree view of your company efficiency on a consolidated dashboard
• Summarize all activities and analyse data to aid strategic and operational decisions

Financial Management

• Automatic and manual time recordings fully capture billable time, whilst all events of case management are auto-time stamped.
• Job costs calculated based on employee internal and external rates and appropriate services are charged to the client; this avoids non-billable time
• Easily manage client current balance: credit/debit on fee & time
• Invoices created considering additional costs incurred on the scope of services provided
• Organize billing for compliance contracts, fixed fees, hourly charged services just as efficiently
• Access real-time data on financial performance, generate reports on employee tasks with amounts and financial results

Case & Matter Management

• All of your case & matter data managed in one place
• Manage workload distribution and task delegation
• Gather information on time worked or billed, associated legal advisers and their rates
• Get notifications on due dates, important events
• Track budgets and accompanying invoices of every legal matter
• Leverage role-based access to matters, documents, emails, sensitive claims information, financial data, etc.

Document Management

• Set up a unified repository for improved control and management of documents
• Create template documents, populate with personalized details (ex: name of client etc.) and email the client directly from the system
• Organize document categories in a tree-like structure, use the Quick Search for the document or template you need
• Archive all document versions to control content throughout its lifecycle
• Automate multi-tier review and approval process to maintain document accuracy and timely provision
• Enhance collaboration and share knowledge across the firm

CRM, Sales & Marketing Management

• Collect vital client data via multiple channels: email, phone, website, social networks
• Access client key data with just a mouse click: contact info, mutual connections, matters handled by the firm, interaction history, upcoming meetings, etc.
• Use multiple criteria to segment clients
• Plan and launch targeted marketing campaigns and PR activities
• Track and record entire sales process from lead source, to appointment and to sale
• Expand opportunities for cross sales
• Improve profitability by focusing especially on the most profitable clients

Business Process Management

• Seamlessly manage all the client-facing processes and back-office tasks
• Design processes using an intuitive graphical designer and execute to streamline legal service delivery
• Automate day-to-day work, focus on clients instead of routine
• Facilitate internal communications
• Continuously improve processes, be pragmatic to changes in working patterns and gain competitive advantage