Robotic Process Automation | RPA Company in Mumbai, India

Swift CRM

CRM for Law Firms

swift-crm-logo

Lawyers spend a lot of time in menial back-office operations while on the contrary, they should focus more on their practice.

Swift CRM helps law firms onboard new clients into engaging relationships by keeping track of all their critical information.

Swift CRM is a smart and easy-to-use software solution that helps streamline business processes and organize files in one secure centralized system.

Features of Swift CRM

360 Degree Overview
Legal, a data-sensitive industry where the smallest information or communication needs to be recorded. Our legal CRM software stores the trail of communication and information at the centralized location.
Paperless
Swift CRM would eventually reduce the stack of Box files in your office used for storing all important papers. Swift CRM would help you manage and store data on a private secure cloud server.

Appointments
A must feature for any Lawyer or attorney. Using Swift CRM you can manage all your appointments with a single click. You can integrate appointment booking on your website.

Reminders & Task
You would be always ahead of time and deadlines. Through this feature, you can keep staff members in any communication loop.
Dashboard
An interactive and dynamic dashboard always keeps you updated about the happening in your Law firms.

Time-Saving
Time is a valuable asset. Swift CRM helps you to focus more on billable work rather than back-office jobs and co-ordinations.
24x7 Access
The use of a private cloud server would ensure access to all important files and folders accessible to you anytime anywhere.
Reporting
Get actionable insights, measure workload, active cases, turnaround time, staff performance, and payment details etc.
Multi-User
Multiuser system would help you to assign the right role and access to the staff members likes front-office, back-office, and accounts.
Communication
Swift CRM keeps a trail of all the communication that happens in your law firm. From sending an SMS update to any communication that happened on a case. This ensures that the whole team is on the same page and there is zero miscommunication.
Basic Accouting
Swift CRM has basic accounting features. That would help you print quick invoices and stores payments details. It also stores information like amount advance collected, balance payment, and discount offered to a client for any particular services.
Customer Feedback
This would help to analyze the client's experience with your law firm. Feedback would give you complete insights into your law firm from workflow, skills, management to staff behavior.

Managing Law firm is hard. Let's make it easy together.

Book a Free demo with no obligation.
FREQUENTLY ASKED QUESTIONS

FAQ's

Customer Relationship Management (CRM) as the name suggest is technology for managing relationship and interaction between a company/firm and its customers and prospects. A CRM system helps firms to understand its customers and improves relationship which ultimately leads to more profits.

We recommend you to first check our demo before purchasing our CRM software.

CRM systems are built using databases in which data in stored in a very organized method with lot of security. CRM system has lot many features like reminders, appointments, client interaction, custom forms, reports, feedbacks, dashboard, and calander which are not available in a spreadsheet.