Legal Zen CRM is the leading cloud-based and custom-made Legal Customer Relationship Management Software created by GoWebBaby on Zend Framework. This software offers the functionality to manage law cases available on the market today, and much more. It’s best CRM to manage the lawyers, their cases and law documents as the software helps you with finding new clients and maintaining relationships with existing ones. 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.
This is the complete cycle of the working of our CRM software from creating leads to all documentation part to payment.
Legal Zen CRM is the fastest growing CRM software for lawyers and law firms in the market. You can use it for business development, for following up on leads, for helping you stay in touch with clients, and for sharing information and tasks within your firm. Keeping track of your customers in this way can also help you gather valuable relationship intelligence and data mining. It will dramatically improve your sales and customer relationships. Get started today.