Legal CRM built on Suite CRM

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IMAGINATION TO REALITY

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Transcript of Legal CRM built on Suite CRM

IMAGINATION TO REALITY

FyNSiS Softlabs Pvt. Ltd.

SuiteCRM Partner Code and Integration

CMS Platforms such as WordPress, Joomla, Drupal and other open-source tools

LAMP based Custom Application Development PHP/MySqlAjax/jquery

Vertical specific CRM for Manufacturing, IT/ITES, Telecom Real, Estate, Education, Travel & others

Sales and Development Centres in Bangalore, Mumbai and Coimbatore

Opportunity managementClient managementEvidence managementIntellectual Property managementMobile solutionsMulti-channel campaignsCampaign managerEmail marketingWeb-to-lead formsLead managementMarketing analyticsClient service portal Case managementCourts moduleHearings moduleKnowledge baseBusiness intelligenceSales trendsCase reportsDashboardsCustomer profilesSuiteCRM also provides additional benefits such as project management, invoicing, document management, etc.

Cases Automation

MarketingAutomation

Sales ForceAutomation

Reports &Dashboards

SuiteCRM Extensive CRM Solutions

SuiteCRMWebsite Integration - Joomla, Drupale-com Integration (Magento, VirtuMart)Telephony Integration Asterisk Google Apps Integration Leveraging core expertise in open source technologies, FyNSiS specializes in building enterprise solutions using SuiteCRM as a platform.

SuiteCRM Integrations

FyNSiS Legal CRMFast and affordable solution for measurable improvements in legal businesses.Increases Sales and Reinforce Liaisons.360 degree clients view anywhere, anytime.Strategized for the value of your investment.Designed to provide legal professionals with all the necessary modules to grow business and increase profits.Efficiently organize client cases and related documents while improving Client Satisfaction.Effective appointments and time entries management for accurate billing and transparent invoicing.

We are led by lawyers, who do not understand either technology or balance sheets- Thomas Friedman

Modules of Legal CRM

Best Legal CRM System to increase Profitability and Strengthening relationships

Clients Module This module serve as liaisons between a law firm and its clients, ensuring excellent customer service and client satisfaction. It allows : Managing Client RelationshipsDeveloping Account PlansDelivering ProposalsHelps legal professionals to maintain all the information about individual client. One can find client information easily with the help of search/advanced search options.

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Cases Module FyNSiS Legal CRM empowers your case management from its initial briefing till the Judgment and final billing. It all starts with creating the data base of the Clients, Court, Judge, Acts & Statutes, Opposition, Citations, Timesheet Entries, Invoices, Charges, Hearings etc.Has Centralized storage of the case documents, keeping track of the hearings and its progress, invoicing and payment histories is at your finger tips on a single screen. Advantages:Better client ManagementHigh ratio of client retentionAccountability at entry levelTeam collaborationEffectively manage deadlines.

If lawyers better manage their client relationships and associated information, theyll benefit from happier customers, repeat business, and referrals.

Hearings Module In this module, lawyer can keep the record of all the hearings that he attended for one particular case. It includes the information like:Date of previous hearingDate of current hearing Date of next hearingPrevious hearing statusCurrent hearing statusName of the document

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Timesheet Entries ModuleAll users with access to the Timesheet module can:Create and enter time in their own timesheets.Edit or delete their own timesheets.Select default settings (from the drop down) for client: activities and status.Total time spent will be calculated.Can generate invoice by selecting the timesheet entries.Delete approved timesheets.All the users can easily track their efforts and time spent by using search option.

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