It’s crucial to ensure that no client, communication, or opportunity growth falls through the cracks using CorporateStack’s CRM software. Observe your law firm’s marketing and business development efforts and performance.
A Customer-Focused Industry (CorporateStack CRM)
CorporateStack’s CRM will allow your legal firm to know the status of every client at a glance.
Know the quality of every client that comes into your firm
Keep track of every opportunity, get reminded to take actions based on your preferences, and collaborate with your team
Effectively manage your potential and existing legal cases opportunities based on customizable opportunity stages so you can always see the big picture. And find whom you need when you need them
Always feel organized and avoid duplicate customer entries with the help of intelligent duplication detection.
Get full details on your customers’ history, including active opportunities, orders, invoices, and payments.
You’ll find all of your needs being met when using one of CorporateStack’s products. Our products will offer everything your institution may need. It can help you automate marketing and client intake, streamlining your law firm’s processes daily. This results in improved efficiency and the ability to focus on more critical tasks.
This results in improved efficiency and the ability to focus on more critical tasks. With CorporateStack’s cloud-based CRM software, you’ll be able to;
Assign tasks to one or more lawyers from your team with the CorporateStack’s team management with group tasks feature.
Build a workflow that’s simple for you and your clients, including customized online forms, instant document creation, and e-signatures.
- Create tailored, multi-step email campaigns that engage your new and incoming clients through the client process.
Rest assured that with CorporateStack’s products, you’ll be running a safe operation on the ground and in the cloud.
