CRM for a law firm and saving up to 10 hours of management time
How to save up to - 10 hours on accounting for all inquiries and automate routine tasks?
Company: Vasyl Kovtash Law Office.
Client's website: https://ofis-advokativ.com.ua/
The law office is a legal company that provides a wide range of services, including:
- Document preparation: drafting claims, complaints, petitions, and other legal documents.
- Criminal defense: representation of suspects, defendants, and convicts at all stages of criminal proceedings, including support during searches, seizures, and interrogations.
- Family disputes: full support in divorce matters, property division, alimony collection, and determining children's place of residence.
- Assistance in traffic accidents: pre-trial and trial support for insurance cases, monitoring the collection of funds under insurance policies.
The company has offices in the cities of Rivne, Lviv, Sarny, Dubrovytsia, and the town of Rokytne, providing convenient access to their services for clients from various regions.
Thanks to a team of experienced lawyers, each specializing in their field, the law office guarantees a professional approach and effective solutions for its clients.
The client approached the company with a request for a "turnkey" integration and training for the team on effective work. The client had a negative experience with a previous contractor, and our values suited him best.
The client faced the following challenges:
- Clients were lost: sources of client inquiries were chaotically stored in different places, and managers forgot to communicate.
- High marketing costs, and the manager did not understand the overall picture regarding clients and cases.
- Client history was lost: it was difficult to remember what had been discussed with clients.
- When a lawyer left, all history of interactions with clients was lost.
- There was no way to calculate basic sales department metrics: number of inquiries, work done per day, week, month.
How we helped overcome these challenges:
- We set up the inquiry processing process in the Pipedrive system.
- Connected calls, Telegram, Instagram, Facebook - all inquiries are now in one place.
- Set up key analytics metrics.
- Conducted training for managers, lawyers, and the manager.
Why does a law firm need CRM?
Imagine you have a thick notebook where you write down all your clients, their cases, court hearing dates, and important details. At first, everything seems simple, but over time, the pages become too many, notes get mixed up, and some cases can even be lost.
CRM is a smart program that replaces this notebook and significantly simplifies life.
We provide ongoing support and technical assistance to the client. For all questions from managers, project managers provide answers and help with additional settings.
#PipeDriveCRM #PipeDrive #analytics
Company: Vasyl Kovtash Law Office.
Client's website: https://ofis-advokativ.com.ua/
The law office is a legal company that provides a wide range of services, including:
- Document preparation: drafting claims, complaints, petitions, and other legal documents.
- Criminal defense: representation of suspects, defendants, and convicts at all stages of criminal proceedings, including support during searches, seizures, and interrogations.
- Family disputes: full support in divorce matters, property division, alimony collection, and determining children's place of residence.
- Assistance in traffic accidents: pre-trial and trial support for insurance cases, monitoring the collection of funds under insurance policies.
The company has offices in the cities of Rivne, Lviv, Sarny, Dubrovytsia, and the town of Rokytne, providing convenient access to their services for clients from various regions.
Thanks to a team of experienced lawyers, each specializing in their field, the law office guarantees a professional approach and effective solutions for its clients.
The client approached the company with a request for a "turnkey" integration and training for the team on effective work. The client had a negative experience with a previous contractor, and our values suited him best.
The client faced the following challenges:
- Clients were lost: sources of client inquiries were chaotically stored in different places, and managers forgot to communicate.
- High marketing costs, and the manager did not understand the overall picture regarding clients and cases.
- Client history was lost: it was difficult to remember what had been discussed with clients.
- When a lawyer left, all history of interactions with clients was lost.
- There was no way to calculate basic sales department metrics: number of inquiries, work done per day, week, month.
How we helped overcome these challenges:
- We set up the inquiry processing process in the Pipedrive system.
- Connected calls, Telegram, Instagram, Facebook - all inquiries are now in one place.
- Set up key analytics metrics.
- Conducted training for managers, lawyers, and the manager.
Why does a law firm need CRM?
Imagine you have a thick notebook where you write down all your clients, their cases, court hearing dates, and important details. At first, everything seems simple, but over time, the pages become too many, notes get mixed up, and some cases can even be lost.
CRM is a smart program that replaces this notebook and significantly simplifies life.
We provide ongoing support and technical assistance to the client. For all questions from managers, project managers provide answers and help with additional settings.
#PipeDriveCRM #PipeDrive #analytics
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