Like any other business, legal firms need to keep client records up to date and accurate, and available for all client facing staff, whether they are working in the office, at home or at client offices. Bitrix24 is a cloud platform that can be accessed in and out of the office, using a computer or mobile devices. Any updates made by office-based administrative staff will be immediately available to attorneys while meeting at client offices. Also, with customisable CRM fields, any information that is specific to legal firms and the various fields of law can be included in the CRM database. Keeping accurate records can even extend to telephone calls with Bitrix24’s Telephony. All Telephony calls can be recorded and transcribed to text for later reference. Lastly, in the digital era, email communication has become the norm. It is particularly important that legal firms can not only send emails using Bitrix24’s Webmail, but that all email communications are stored in the respective client contact card and can be referenced later.
Most legal firms develop a library of document templates, such as contracts, agreements, memorandums of understanding, powers of attorney, etc, which needs to be populated with client specific information. These document templates can be configured and uploaded as CRM Document Templates, which are then quickly generated within Bitrix24 by populating the client relevant information from the CRM.
Every legal firm always needs to make sure that they “dot the i’s and cross the t’s”. This can be onerous in bigger law firms which employ many people, with dedicated departments which are responsible for specific functions. Bitrix24’s Tasks & Projects ensures that assigned tasks are tracked and visible to all those concerned with a particular law suit, property sale or commercial transaction. It is even possible track the time taken to complete Tasks so billable hours can be calculated for clients. The tracking of overall staff working hours for remuneration purposes is made possible with Bitrix24’s Time and Reports, with worktime report approvals being routed according to the Company Structure. Any internal staff requests, for example leave requests, are also routed using the Company Structure and Bitrix24’s preconfigured Workflows.
There are several other Bitrix24 features which lend themselves to legal firms, like editing & storing online documents, private & company calendars, video conferencing, quoting & invoicing, email marketing and business process automation. To find out more, request a free demo now.
