What are the benefits of using the best management software for lawyers?
Thanks to bpm'online outlook connector, your lawyers and advisors do not need to learn another new interface – they can comfortably work in their familiar program; work offline and seamlessly integrate with Outlook’s built-in functionality. Eliminate data duplication whilst maintaining the integrity of your data.
Boost your marketing, sales and service performance with bpm’online!
Unified case database
Accumulate all cases from your customers and partners in one section. You can classify the cases into different categories: incidents, service requests, advisory services and claims. The system also allows you to assign cases to agents and teams, regulate timelines for case resolution and manage communications during case resolution. Flexible rules for ‘junk’ email processing protect customer support teams from undesired email streams to help them focus on what matters most.
Account and contact management
Create a single database of all accounts and contacts you work with. Use bpm’online customer service to keep record of contact data, addresses with map view capability, service history, social media profiles, corporate relationship structures and the entire history of interactions. Build a 360-degree view of your customers to provide them better service.
Easily manage documents using bpm’online sales. Track documents in the system, specify their type and link them to customers, opportunities, orders, etc. Attach scans and copies of documents, create new documents using the pre-set templates and populate them with data from the system. Save the history of approvals and chronology of activities for each document.