Legal CRM built on Suite CRM

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IMAGINATION TO REALITY

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/MySql Ajax/jquery

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

• Sales and Development Centres in Bangalore, Mumbai and Coimbatore

• Opportunity management

• Client management• Evidence management• Intellectual Property

management• Mobile solutions

• Multi-channel campaigns

• Campaign manager• Email marketing• Web-to-lead forms• Lead management• Marketing analytics

• Client service portal

• Case management

• Courts module• Hearings module• Knowledge base

• Business intelligence• Sales trends• Case reports• Dashboards• Customer profiles

SuiteCRM also provides additional benefits such as project management, invoicing, document management,

etc.

Cases Automation

MarketingAutomation

Sales ForceAutomation

Reports &Dashboards

SuiteCRM – Extensive CRM Solutions

SuiteCRM

Website Integration -

Joomla, Drupal

e-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 CRM Fast 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 Relationships Developing Account Plans Delivering Proposals

Helps legal professionals to maintain all the information about individual client.

One can find client information easily with the help of search/advanced search options.

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 Management High ratio of client retention Accountability at entry level Team collaboration Effectively manage deadlines.

“If lawyers better manage their client relationships and associated information, they’ll 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 hearing Date of current hearing Date of next hearing Previous hearing status Current hearing status Name of the document

Timesheet Entries’ Module All 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.

Thank You!

Offices in India, Chile, Singapore & Germany

For Customized Demo Contact

[email protected]+91 9008768899+91 80-65666651

www.fynsis.com