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  • Writer's pictureOnsite CRM

Best in Class CRM for Law Firms

Onsite CRM saves your law firm time and money by providing you with an incredible integrated application that tracks clients, court dates, contact requests, filing dates and more. This platform has everything you need in all in one place. This is your chance to move beyond simple customer relationship management and step into a package that combines customer contact with all the forms, calendars and more that you need. Never miss another filing deadline or other important date again, no matter how many clients you’ve got.

Onsite CRM enterprise-wide software is the ideal solution for tracking and staying in touch with your law firm’s clients and with potential clients and referrals. Keep track of everything in one place: hours, case details, contact dates and times, as well as tying in witnesses, experts, and others needed if you take a case to trial. Onsite CRM can also help you track business clients and others if you don’t handle litigation, making sure that everything gets done on time.

The integrated platform contains all the standard forms you need and allows you to control who in the firm can access the various levels of information, ensuring that everyone has what they need to do the job while at the same time limiting access to sensitive and confidential data. Allow your clerks to enter their research and phone contacts into the platform to keep everybody on the same page at all times. No more accidental calls to people that were just contacted or dropped calls due to a poor management system.

The Most Powerful CRM System

Onsite CRM has the power you need to handle every aspect of your law business. Our customer relationship management systemleads the industry with everything you need to track clients from the first inquiry to the closing of the case or the completion of a job. You can also set follow-up parameters that make sure you follow up with clients when needed. operation can enter data about a client or contact, and as soon as the information has been input everybody has access to it.

A Seamless Management Platform

Onsite CRM puts everything at your fingertips, making it easy to manage and track calls and results for one lawyer or an entire office full. You can even manage contact data across multiple locations across the city or around the world. Front office personnel can use it along with everyone else instead of needing a separate system just for them; Onsite CRM brings everything together in a single package. Everyone in your law firm will love this user-friendly, intuitive system.  No need for lengthy training sessions or complicated user manuals; Onsite CRM is highly intuitive, easy to learn and easy to use.

Not only will Onsite CRM handle contacts and case details for your law firm, but the total system integration also allows you to track a client and get a snapshot of where that client’s account stands so you get paid on time, every time. Check on the client’s current status, whether or not he’s paid recently, where his case stands, what is still required, and easily identify all accounts that need to be escalated for any reason. No need to jump from Onsite CRM to an accounting system – OnSite CRM handles it all: a great savings of time and money for your business. Having a single point of data entry also reduces the number of opportunities for errors to be introduced into your system, since the less you have to handle it the greater the integrity of your data will be.

Drip Email Campaigns

A drip email campaign is the heart of many law firms today, so Onsite CRM provides you and your customers with the best email experience possible. Onsite CRM has partnered with SMTP, a publicly-traded company,  to give you the best delivery service in the world for your email campaigns.  SMTP is a first-rate company with more than 10 years of success at delivering emails, making sure each email always gets just where it needs to go. SMTP reaches more in-boxes than anyone else in the industry and makes sure your emails will get through.

The main benefit to you is that you won’t waste money sending emails to potential clients that end up being dumped as SPAM. Recent research has demonstrated that 22% of business emails never actually make it to the client, even when clients have requested information. With SMTP you get the highest rate of deliverability in the industry, so your drip campaigns and customer responses don’t go down the drain. When you work with Onsite CRM your message is delivered, not lost.

Get in Touch to Start

Contact Onsite CRM now to make the leap into the world of complete enterprise CRM with fully-integrated verticals for your law firm. Prevent your law clerks and front office personnel from introducing costly data errors and stop them from having to jump from one application to another to get anything done. Let Onsite CRM handle it all to save you money every day with an easy-to-use, total package that puts you miles ahead of the competition and beefs up your bottom line. Try this premier customer relationship management package and experience efficiency you’ve only dreamed of until now.

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