Legal, being a data-sensitive industry, it is essential to securely record every single interaction you have with your prospects and clients. And it is even better when all that information is curated on a single page. You also get to customize the essential data points you want to see upfront in the summary and highlights section.
In law, no two cases are the same. Even if they are similar, the details vary to a great extent. With Freshsales case management tool, you can customize and capture everything related to a case without being restricted to standard fields.
Know your cases inside out
Create cases in your pipeline and link them to the related clients, emails, tasks, appointments, notes, and everything around it. Organize them across stages, and effectively manage them all in one place.
Stay on top of your deals
While you manage your ongoing cases on one side, you also need to maintain a steady line of prospective cases on the other, to stay in business. Freshsales deal management allows you to actively track the status of each deal, the probability of closure, and everything related to it.
Get more done together
While working on a case, all the information is in the CRM, and when you have to collaborate with other lawyers on the case, there’s no easy way to converse with them without tons of copy-pasting.
They might get all the context from Freshsales but none of the internal context. With the Freshconnect integration, you can collaborate on cases with other teams and lawyers’ cases without having to leave the CRM.
Your clients and prospects seek your legal help and will reach out to you by any means possible—phone, emails, web forms, chat, SMS. Amidst your busy schedule, you not just have to juggle between your phone and computer, but the information is also scattered across different tools. Finding key messages and case references instantly is a struggle.
But not with Freshsales. All your recent conversations are stitched together in one place. Take a look below!
To win cases, information is key. And traditionally, this information is strewn across your desk—excel sheets contain client data, notes with case-related insights, stacks of folders and files with crucial details spread all over your office. And when you need to find a key piece of information or even a quick update on a case, you have to read multiple files to find what you are looking for.
Freshsales has a file manager built in that records and manages all the files related to a client in one place. So the files you need are just a click away inside your CRM tool. You can
Integrate with e-signing applications from our marketplace to send, sign, and manage your documents, paperless.
As a law firm, you garner highly sensitive and confidential data from your clients. And while you work with that data, let us take care of its safety. Products at Freshworks are built with security at heart to secure your data and provide high resilience.
You will never know the progress of your law practice without crunching solid numbers. The advanced reporting in Freshsales empowers you to tailor reports for your law firm’s functionality and make crucial business decisions based on facts and insights. Using the reports dashboard, you can create new reports and widgets in a single pane, drill down or view underlying data right from the reports page and navigate instantly between different law reports and get information quickly.
Time is a law firm’s most precious asset. Between following up with prospects and working on your current cases, you also have to take care of those important, but mundane tasks. To make it worse, you may forget to do one of those tasks. But with Freshsales, you can
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