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Messages to Colleagues
By using a specific part of the system you can message all your colleagues whenever you choose with whatever message is appropriate. The message will be displayed by rotating continuously across the top of the Calendar – you can’t miss it! You can also message selected individuals and only they will receive the message intended for them.
Create Court Hearing Dates
In another Section on the calendar you can diarise Court hearing dates which will display all the details – not just the parties and the Court but also details of the Opposing Attorneys, Counsel and whatever other notes you require to appear.
Manage Tasks and Brought Forward Dates
On the same calendar you can diarise tasks you set for yourself and/or your staff. These entries can display details of what is required from the personnel and when. The same applies to brought forward dates.
Create and Manage Meetings
Also on the calendar you can make entries to book meetings. These entries show not only the parties meeting at which time and date; they also display the purpose of the meeting, the venue, the details of the parties concerned and the matter at hand. One is not limited on the number of words one may use and you may even enter directions to the meeting if need be.
Create and Manage Consultations
Consultation entries will show the parties’ details and details of their matter. Also displayed will be any personal details about the Client which will assist them to be better understood and represented by our Attorneys, plus there can be details of the Opposing Attorneys – whatever is required. If it’s a consult with a new Client the details are invaluable, and details of existing Clients keep changing – so the CRM keeps everyone always up to date so we can provide a superior service.
All entries in the diary, no matter if they are Consults, meetings, or tasks, etc, may be edited. Thus if a client changes the date of their consult, or a meeting is brought forward, or tasks are altered; no matter what; there is a facility on the CRM for editing these diarised items and one may edit them as often as is needed.
One can easily track the progress of each Client’s matter and how the Clients are responding to our services. We can see all the consults, all the services, all the accounts and payments, all the requests and all the Client comments.
A glance at the calendar will show you where your Attorneys are and what they are doing. You can see their consults, their meetings, their self-appointed tasks, their deadlines, their billing and their comments. In full view are the tasks they have set for their Candidate Attorneys, with all their requirements for each task. With this detailed insight you have clarity as to the legal section.
Support Staff management
The Admin staff, Receptionist, Secretaries, etc., can be booked for tasks on the diarising system and can enter all their activities from using the CRM, on the CRM. It enables them to be more proficient in the moment and shows Clients that we are aware of their current and changing situations at all times.
Create and Manage Leads
This facility allows you to list details of every lead, and how the staff has responded to them. You enter details and dates of phone calls and dates of brochures and documentation, etc., sent and also make graphs to analyse the various types of enquiries and which services are the most sought after or the most misunderstood.
Client Birthday Reminders
When uploading a new Client’s details, the date of birth section immediately registers and sends you a reminder of the Clients’ birthdays so that you can offer an even better and more personalised service.
And many more!
The functionality is endless and with a little imagination one can identify this particular CRM as one of the smartest, forward focused applications of its kind to date.