Client Relationship Management Archives

Guide to find best Client Relationship Management (CRM) for lawyers

Introduction Client Relationship Management (CRM) tools are essential for legal professionals looking to streamline client interactions, manage leads,…

September 7, 2024

Articles Client Relationship Management

What is Intake and Lead Management in a CRM Tool?

Introduction Intake and lead management refer to the systematic process of capturing, tracking, and converting potential clients into…

September 6, 2024

Articles Client Relationship Management

What is Budget, Expense, and Time Tracking in a CRM Tool?

Introduction In the legal profession, managing budgets, expenses, and time is essential for both law firms and clients.…

September 6, 2024

Articles Client Relationship Management

What is Case Alert in a CRM Tool?

Introduction Case alerts refer to automated notifications and updates that legal professionals and clients receive regarding important events,…

September 6, 2024

Articles Client Relationship Management

What is Client billing & invoicing in a CRM Tool?

Introduction Client billing and invoicing are crucial components of legal practice management. Client Billing refers to the process…

September 6, 2024

Articles Client Relationship Management

What is Document Management in a CRM Tool?

Introduction Document management refers to the organized storage, creation, sharing, and editing of documents in a digital format.…

September 6, 2024

Articles Client Relationship Management

What is Client Portal in a CRM tool?

Introduction A client portal is a secure online platform that allows legal professionals to communicate, collaborate, and share…

September 6, 2024

Guide to find best Client Relationship Management (CRM) for lawyers

What is Intake and Lead Management in a CRM Tool?

What is Budget, Expense, and Time Tracking in a CRM Tool?

What is Case Alert in a CRM Tool?

What is Client billing & invoicing in a CRM Tool?

What is Document Management in a CRM Tool?

What is Client Portal in a CRM tool?

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