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LEGAL SERVICES

Our solutions for the Legal Services industry with Microsoft Dynamics 365 (CRM) have provided our clients with the ability to manage all aspects of client intake and interactions through to lawyer billings.

SOLUTION

Challenge

Handling both the question of what services the client is looking for and whether those match up with your offerings along with whether the client financial qualifies for your legal services.

Complex client intake set-up

SOLUTION

CHALLENGE

Managing what lawyers are allowed to bill for, complex daily billing rules, and billing amounts.

Complex lawyer billing rules

SOLUTION

CHALLENGE

Tracking of all interactions with clients and lawyers against centralized client and lawyer records for emails, letters, phone calls, appointments, and faxes.

Managing all client and lawyer interactions

SOLUTION

CHALLENGE

Allow lawyers to enter their billing online through a web portal and ensure billing rules are adhered to.

Web facing portal for lawyer billing

SOLUTION

CHALLENGE

Ensure data is safe at every level, with five layers of security.  Protect privacy, ensure compliance, and prevent breaches.

Security and privacy

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