About Bingo CRM

Bingo CRM offers the functionality of the leading Legal Customer Relations software to manage law cases available on the market today, and much more.

Its increase 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.

Dashboards

Dashboards can traks statutes, filings, deadlines, statuses and much more.

Email Marketing

  • Email your client, investigator, etc. directly from your case. Bingo CRM can also log all emails and calls relating to your cases.
  • Email case documents directly from your case to other staff members or anyone else.
  • Case summary reports (a simple, pre-formatted Bingo CRM report) can be emailed directly from the case to firm investigators, attorneys, referrers, etc.
  • When new case documents are scanned to the Bingo CRM case file, these documents are automatically emailed to all assigned staff members assigned to the case.

Modules

Following are the major features of each of the competitors – most of these features were implemented and extended in Bingo CRM

Email

Email your client, investigator, etc. directly from your case. Bingo CRM can also log all emails and calls relating to your cases.

New Case Creation

Task can be created to bring your cases through every stage quickly and efficently.

Automation

Cases can be automatically marked retained when the retainer agreement is scanned into the case file in Bingo CRM.

Specialized Screen

Case Summary Screen provides a snapshot of the case on one easy to read screen.

Echo Signe Modules

This module allows to create the Echo Signe template based on Call Script

Peralegal Module

PARALEGAL Manager allows to create new PARALEGALs for a particular Practice Area and State and manage the existing PARALEGAL.

Client Module

Email your client, investigator, etc. directly from your cases. Bingo CRM can also log all emails and call relating to your cases.

API Module

This module allows to generate API for JABBA Web Services. We have SOAP Based web service to create the leads from outside.

SLF Modules

SLF Manager allows to create new SLFs and manage the existing SLF. We have separate portal for SLF Login. This portal facilitate the SLF to manage their Cases/Clients. Below is the key functionality of SLF portal.

Opportunity Detail

Most of these feature wer implemented and extended in Bingo CRM

Client Module

We have separate portal for Client Login. This portal facilitate the Client to see their Case status. Wherever a SLF is assigned to lead we automatically create client login using their Matter ID and Last Name (Currently sending login credential to the client thought the mail is disabled).

Flow of CRM

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