Effective communication is the key to providing quality service, creating persuasive marketing campaigns and generating revenues for any business, especially law firms. Contact and relationship management does more than communication basics like organizing phone numbers and email addresses. CRM provides advanced functionality that helps in many ways, including tracking communications and billing.
One feature making PerfectLaw® CRM tools superior is the ability to maintain unique contact records. Contacts are never duplicated and every matter is related (linked) to the appropriate party and records via predefined relationships. This insures that each contact has a unique profile record in the database that can be linked to any number of matters and as well as other contacts. By maintaining a single unique contact record, phone numbers, email addresses, and other information are added and modified in one location while propagating the modifications everywhere instantly. Moreover, when any contact record is accessed, all matters related to that contact are listed under the related matters tab. From this listing, users have instant access matter by matter to all matter contacts, emails, phone notes and correspondence.
Another key to CRM effectiveness is contact sharing throughout the firm. PerfectLaw® even supports contact sharing with Outlook® and mobile devices. More PerfectLaw® CRM benefits from advanced database functions and features are shown below.
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Benefits