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- Legal Services CRM
- Who it's for
- Law firms
Law firms
A law firm can use the CRM to keep the business development conversation tied to its engagement decision. A Relationship Owner records the prospective matter as an opportunity and selects the counterparty account. Activities show who spoke with the client and what was agreed next. The expected close date and value give the Sales Manager a basis for pipeline review.
How Legal Services CRM is set up for you
Prospective matters
Keep a recognizable subject, owner and counterparty on each opportunity.
Conflict clearance
Submit a check linked to that opportunity and have a Sales Manager record the independent decision.
Decision evidence
Keep attachments, reviewer reasons and operation receipts with the engagement history.
A law firm can use the CRM to keep the business development conversation tied to its engagement decision. A Relationship Owner records the prospective matter as an opportunity and selects the counterparty account. Activities show who spoke with the client and what was agreed next. The expected close date and value give the Sales Manager a basis for pipeline review.
Begin with one organization and a small group of owners who already review prospective work together. Agree account codes so similarly named counterparties can be distinguished. Rehearse a qualified opportunity, a submitted conflict check, a manager approval and a final outcome. Review the same case as an Auditor to ensure the reason and source revision are understandable. Expand organization membership after the team has a consistent way to name subjects and record activity outcomes.
An owner should not use a conflict count alone as permission to accept an engagement. The manager needs the matter summary and supporting material. If a proposal changes after review, return to the current revision before taking the next decision. Keep the original expected value and communication history when a matter is lost or won, so pipeline discussions reflect what actually happened.
Features to start with
Roles on the team
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
Set up Legal Services CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.