At the click of a button we can see all the details regarding the matter, the client and the history or the referral of a new matter from another client. It prepares us swiftly pre consult without having to read through dozens of pages of different files. We can see the history of the Clients and their matters, tracking them through the courts, and also giving us information about opposing attorneys’ actions in detail. I can be in Court, Chambers or at home but I can always access the information I need – even from my phone. We can see the accounts, the comments, etc. it makes consults, correspondence, phone calls and Trial work so much more professional and effective.
I can see at a glance where all members of the staff are and what they’re doing. I can see consults, meetings – inhouse & out; I can check if leads are being followed up, if accounts are being paid and also see the Clients’ histories, their accounts situations and, because of the unlimited number of words allowed to be used, I get a full description which empowers me to be aware of all situations in detail, at all times. I can be in a meeting, or at home catching up on admin and preparing for the following day. I can check on hours billed and decisions taken in my absence – it keeps us all up to date. This type of communication is the life’s blood of the firm.
Naartjie Legal’s CRM understands my needs regarding accounts, tax, payments and trust accounts. It has raised professionalism in bookkeeping to a new level and it can even incorporate other systems your firm may be using so that it becomes totally comprehensive. No matter where I am I can check on the movement of finances both in and out and if targeted billable hours are being met. Clients often call me when I’m not at the office, I can still display all of that Clients details at the press of a button either on my pc or my phone. The information I have is always current. That’s efficiency!