It is a cloud-based application that provides a complete view of customers and everything related to them. It helps in automating a lot of the manual work required in building customer relationships. Combines different essential tools in one application that takes the hassle out of client interaction and management.
Increase and strengthen communication internally with employees as well as externally with Clients & Partners. Feature-rich management having one central location to keep track of all client activity helps streamline communication across the organization
Tasks and processes are smartly designed to be much more easier and automated. This results in a smoother communication between clients and the organization, which saves time and energy, and also reduces tedious work for both employees and clients
Reduce inefficiency and inaccuracy in client data, along with the hassle of maintaining printed copies of client data and documents. Easy online document management system linked to client for quick access to clients' files and documents
Keep track of your business and view figures at a glance as charts. Or see cases filtered by date, client, status etc. in the form of detailed reports. View feedback, efficiency of your employees/staff and increase productivity in your law firm
View and manage your daily client appointments with a simple yet streamlined appointment system. A simple reminder system to manage everything on time without missing important work, even while collaborating with different people, all at the same place
Common platform for the whole organization, with different accounts having different capabilities. Proper multi user system with real time updates and syncing between different accounts
One central location to keep track of all client and employee activities to help in a smoother communication across the whole organization.
Swift CRM for law firms provides you full access to all your data, anytime, anywhere, thus saving your time and money, and increasing the efficiency of your law firm significantly. You no longer need to keep track and carry around physical documents everywhere you go. Simply log in from your PC/Laptop/Mobile and view the documents that you need, all conveniently categorized on a single platform.
No need to use multiple programs and software to keep up with your daily communications and tasks, as Swift CRM allows client management, docket/case management, communication history, reminders and appointments to be maintained within a single platform.