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- Law Firms CRM
- Process
- Pipeline follow-up
Pipeline follow-up
Keep ownership, expected close and client conversations current.
Step by step
-
Open Relationship Owner
Record New against the client account.
- Record New against the client account.
- Updates Opportunities, Accounts
-
Qualify Relationship Owner
Move New to Qualified after an owner-led check.
- Move New to Qualified after an owner-led check.
- Updates Opportunities, Relationship activities
-
Propose Relationship Owner
Move Qualified to Proposal and record follow-up.
- Move Qualified to Proposal and record follow-up.
- Updates Opportunities, Relationship activities
-
Negotiate Relationship Owner
Move Proposal to Negotiation as discussion develops.
- Move Proposal to Negotiation as discussion develops.
- Updates Opportunities, Relationship activities
-
Close Relationship Owner
Record Won or Lost with the linked intake context.
- Record Won or Lost with the linked intake context.
- Updates Opportunities, Matter intakes
Who does what
Roles and permissions- Auditor
- Can inspect the authorized history; App Administrator maintains the organization and team directory.
Set up Law Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.