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2B Solutions, Inc.

Dynamics CRM Boosts Legal Productivity

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Firms that provide an awesome customer service experience every time follow consistent business processes. 2B-LAW for Microsoft Dynamics CRM is helping legal professionals reach a new level of productivity by providing the foundation to guide employees step-by-step. Every aspect, from the user interface and dashboards to custom views and intake forms, was designed to help firms grow and manage that growth.  Learn how Dynamics CRM boosts legal productivity through custom design and Office 365 integration!

  • 2B-LAW includes the necessary fields and back-end workflows to automate client intake and conversion.  This means that you are tracking a potential client (lead) from the point of contact with your law firm to signing up to be a paying or retaining client.   A lead is anyone who clicks on the law firm website, calls for information, or is referred by an existing client.  Capture this information and gain insight into accurately measuring and analyzing the data properly.
  • 2B-LAW will help define next steps, streamline client intake, and track outbound referrals that don’t fit the firm’s strengths.
  • Customized screens help lawyers track the documents, notes, expenses, and time for each case consistently. The integration between Microsoft Dynamics CRM Online and Microsoft Office 365 provides a secure and centralized system to manage all case activity from the initial phone call through the closing of the case.
  • 2B-LAW utilizes NEW features in CRM 2016 for one-click document generation

Dynamics CRM Boosts Legal Productivity

 

In today’s competitive landscape, potential clients have many options. So when a law firm receives a promising lead, follow up is critical. Don’t leave it to chance. Use 2B-LAW to centralize all incoming leads, prioritize the best ones, standardize the follow up process, and farm out the ones that don’t fit.

Clients are impressed when their attorney has all the details of their case at their fingertips—with Microsoft Dynamics CRM Online every document and detail is a just a click away. Learn how you can boost your legal productivity!

See it in action - Sign up for a live demo of 2B-LAW for Dynamics CRM Online

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by 2B Solutions

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