Is Your Legal CRM Multitasking Like it should - PowerPoint PPT Presentation

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Is Your Legal CRM Multitasking Like it should

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Every client enters with a problem in the hopes that your firm can help solve it. They have a wrong they need to right and with that - an inherent right to counsel. – PowerPoint PPT presentation

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Title: Is Your Legal CRM Multitasking Like it should


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Is Your Legal CRM Multitasking Like it should?
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  • Every client enters with a problem in the hopes
    that your firm can help solve it. They have a
    wrong they need to right and with that - an
    inherent right to counsel. They have a story, and
    with that story come a bevy of details that lead
    to more details, which generate documents, which
    result in more details, and so on
  • How do you manage the details of each case with
    precision and reliability, and
  • Increase profitability
  • Share information
  • Manage tasks
  • Nurture the client, and
  • Follow up on leads and referrals?
  •  
  • Well, you can either employ a small village of
    genius multitaskers, or you can invest in Shapes
    Legal Customer Relationship Manager (CRM)
    specifically designed for attorneys and law
    firms.
  • Shapes business cloud software delivers cutting
    edge technology to law firms by increasing
    employee productivity and taking the guesswork
    out of multitasking through intuitive, real-time
    automation. After all, youve got enough problems
    to solve. Isnt it time to delegate a few hundred
    things? (O.K. hundreds could be categorized
    under embellishment, but you get the idea.)

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  • Exhale with Shapes Legal CRM
  •  
  • Take the next 30 seconds to skim these scenarios.
    Then exhale. Then contact us to start your free
    trial.
  • Streamline the Intake Process with online forms
    and form builders, e-signatures, file
    attachments, and more. Integrates with Needles or
    Clio for a one-stop-shop of gorgeous
    multitasking.
  • Secure Communication with 24-7 portal for direct
    and private messaging via phone, text, email and
    link it automatically to the case file.
  • Billing, with ease. (This is not an oxymoron.)
    Track time and expenses, create and track
    invoices, monitor online client payments, gather
    financial reports and more.
  • Manage Deadlines and Calendars, including
    Statutes of Limitations.
  • Manage Documents and Records, including third
    party sources.
  • Create and Manage Tasks and assist the staff with
    prioritizing.
  • Manage Contacts and avoid conflicts of interest
    with providers.
  • Built-in Calendar Clerk so you never miss a court
    appearance again.

4
Breathing is never overrated. We know youre busy
solving problems for your clients. We understand.
Were here to solve your problems with reliable,
secure cloud software that takes multitasking to
a whole new level.   Article Resource -
https//www.setshape.com/blog/is-your-legal-crm-mu
ltitasking-like-it-should
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