SmartDoc CRM offers the functionality of the leading ‘Legal Customer Relations‘ software to manage law cases available on the market today. It’s best CRM to manage the lawyers, their cases and law documents. It increases the profitability and productivity of a team because they offer extraordinarily comprehensive information that covers each and every aspect: from prospects and pipeline to opportunities and territories.
SLF Manager allows creating new SLFs and manage the existing SLF. We have a separate portal for SLF Login. This portal facilitates the SLF to manage their Cases/Clients. Below is the key functionality of SLF portal.
This module allows creating the Mail Merge template based on Call Script and Campaign then this template displays on the lead details page based on criteria we have selected at the time of template creation.
This module allows to create the Echo Signe template based on Call Script, Call script answer and Campaign then this template lists on send Echo Signe Form based on criteria we have selected at the time of template creation.
This module allows generating API for JABBA Web Services. We have SOAP-Based web service to create the leads from outside. We have hard coded the Website lead’s Task Flow in SOAP Web Service. The Web Service Task flow overwrites the campaign based Workflow and creates a new initial Task “Contact Regarding Online Inquiry”.
This module allows to create new contacts and manage the existing contact, Note this contacts are not related to any entity.