Best in Class CRM for Law Firms - PowerPoint PPT Presentation

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Best in Class CRM for Law Firms

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Onsite CRM saves your law firm time and money by providing you with an incredible integrated application that tracks clients, court dates, contact requests, filing dates and more. – PowerPoint PPT presentation

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Title: Best in Class CRM for Law Firms


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Best in Class CRM for Law Firms
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Source FactSet, Athena analysis
Onsite CRM saves your law firm time and money by
providing you with an incredible integrated
application that tracks clients, court dates,
contact requests, filing dates and more. This
platform has everything you need in all in one
place. This is your chance to move beyond simple
customer relationship management and step into a
package that combines customer contact with all
the forms, calendars and more that you need.
Never miss another filing deadline or other
important date again, no matter how many clients
youve got.   Onsite CRM enterprise-wide software
is the ideal solution for tracking and staying in
touch with your law firms clients and with
potential clients and referrals. Keep track of
everything in one place hours, case details,
contact dates and times, as well as tying in
witnesses, experts, and others needed if you take
a case to trial. Onsite CRM can also help you
track business clients and others if you dont
handle litigation, making sure that everything
get done on time.
3
The integrated platform contains all the standard
forms you need and allows you to control who in
the firm can access the various levels of
information, ensuring that everyone has what they
need to do the job while at the same time
limiting access to sensitive and confidential
data. Allow your clerks to enter their research
and phone contacts into the platform to keep
everybody on the same page at all times. No more
accidental calls to people that were just
contacted or dropped calls due to a poor
management system.   The Most Powerful CRM
System Onsite CRM has the power you need to
handle every aspect of your law business. Our
customer relationship management system leads the
industry with everything you need to track
clients from the first inquiry to the closing of
the case or the completion of a job. You can also
set follow-up parameters that make sure you
follow up with clients when needed. Operation can
enter data about a client or contact, and as soon
as the information has been input everybody has
access to it.  
4
A Seamless Management Platform Onsite CRM puts
everything at your fingertips, making it easy to
manage and track calls and results for one lawyer
or an entire office full. You can even manage
contact data across multiple locations across the
city or around the world. Front office personnel
can use it along with everyone else instead of
needing a separate system just for them Onsite
CRM brings everything together in a single
package. Everyone in your law firm will love this
user-friendly, intuitive system.  No need for
lengthy training sessions or complicated user
manuals Onsite CRM is highly intuitive, easy to
learn and easy to use.   Not only will Onsite CRM
handle contacts and case details for your law
firm, but the total system integration also
allows you to track a client and get a snapshot
of where that clients account stands so you get
paid on time, every time. Check on the clients
current status, whether or not hes paid
recently, where his case stands, what is still
required, and easily identify all accounts that
need to be escalated for any reason. No need to
jump from Onsite CRM to an accounting system
OnSite CRM handles it all a great savings of
time and money for your business.
5
Having a single point of data entry also reduces
the number of opportunities for errors to be
introduced into your system, since the less you
have to handle it the greater the integrity of
your data will be. Drip Email Campaigns A drip
email campaign is the heart of many law firms
today, so Onsite CRM provides you and your
customers with the best email experience
possible. Onsite CRM has partnered with SMTP, a
publicly-traded company, to give you the best
delivery service in the world for your email
campaigns.  SMTP is a first-rate company with
more than 10 years of success at delivering
emails, making sure each email always gets just
where it needs to go. SMTP reaches more in-boxes
than anyone else in the industry and makes sure
your emails will get through.   The main benefit
to you is that you wont waste money sending
emails to potential clients that end up being
dumped as SPAM. Recent research has demonstrated
that 22 of business emails never actually make
it to the client, even when clients have
requested information.
6
With SMTP you get the highest rate of
deliverability in the industry, so your drip
campaigns and customer responses dont go down
the drain. When you work with Onsite CRM your
message is delivered, not lost. Get in Touch to
Start Contact Onsite CRM now to make the leap
into the world of complete enterprise CRM with
fully-integrated verticals for your law firm.
Prevent your law clerks and front office
personnel from introducing costly data errors and
stop them from having to jump from one
application to another to get anything done. Let
Onsite CRM handle it all to save you money every
day with an easy-to-use, total package that puts
you miles ahead of the competition and beefs up
your bottom line. Try this premier customer
relationship management package and experience
efficiency youve only dreamed of until
now.   Article Resource - https//www.onsitecrm.co
m/blog/blog-crm-for-law-firms  
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