Legal CRM Consulting Services

You need CRM consulting if you experience the following problems:

• Poor case management: matters, intakes, billings are all messed up
• You don’t have a complete picture of the internal business operations
• You want to consolidate disparate systems across different departments and regions to streamline data exchange
• You don’t know which CRM system will better align with your corporate requirements
• Your Document and Account systems became outdated, and you need the overall review
• You want to improve collaboration and data flow among your teams.

Our CRM consulting company will collect your main pain points, expectations, and preferences regarding the CRM project, identify weaknesses of your corporate processes and suggest the best strategies and technology solutions to eliminate them.

We recommend using Litify CRM. Alternatively, we can build custom legal CRM solutions on top of Salesforce or Dynamics 365.

Feel free to describe your problem to get a detailed estimate of the project.

Every law firm is unique, so do the requirements. You don’t have to bother yourself with learning tons of articles concerning CRM for lawyers.

All you need is to contact Ascendix team, and we’ll do everything for you: from analyzing your problems to successful CRM software implementation.

Implement CRM in your existing processes or develop a custom CRM from scratch. Using a CRM makes your internal business operations easier and helps your business grow.

By using CRM software, you can track and manage the intakes, matters, cases, documents, billing, and finances in one program from any device.