CRM Solutions for Legal Services

A law firm's most valuable assets are the relationships it nurtures with clients and contacts. Today's law firms face the challenge of translating what their firm knows about its clients into useful information that can be applied to existing and new relationships. As a firm grows larger—sub-dividing into smaller practice groups and merging with or acquiring other firms—it becomes even more difficult to reliably tap into information spread across the organization. The challenge for law firms is to make effective use of this collective intelligence to pave the way for marketing and business development success.

Pivotal CRM offers comprehensive capabilities that aggregate scattered data such as client profiles, matters, notes, and activities, transforming this data into the intelligence your firm needs to make critical business decisions. By integrating with back-office systems—accounting and billing, human resources, and document management, for example—all client information can be truly linked together in a single, unified source. Pivotal CRM provides the systems and infrastructure needed to take client relationship management to a new level by helping firms create a stronger marketing and business development team, maintain the strength of existing relationships, develop and extend innovative services, target new revenue streams, and maximize fee-earning time by increasing daily productivity and reducing time spent on administrative tasks.

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The Power of Pivotal CRM for Law Firms

  • Increase Billable Hours: Streamline administrative tasks with built-in workflows that increase efficiency, allowing fee earners to focus on revenue-generating activities.
  • Exceed Client Service Expectations: Increase client retention and satisfaction rates by becoming more proactive in client and prospect activities.
  • Collaborate Effectively: Enable fee earners, partners, and administrators to collaborate more effectively by bringing client information from multiple data sources together into a single, unified system.
  • Achieve Your Business Development Strategy: Move marketing and business development from back-end support to the front line.
  • Target New Revenue Streams: Uncover more opportunities and make strategic decisions based on business and market intelligence.
  • Leverage Relationships to Generate More Revenue: Track complex relationships to uncover additional opportunities with current clients and target new business.
  • Protect Confidential Information: Maintain control of the information shared, updated, and disseminated to ensure you protect relationships or identities.
  • Preserve Your Firm's Proven Processes: Enjoy CRM tailored to the way your firm does business.