Posted on by kdevarakonda

An attorney may be anyone who is practicing as a lawyer or the one who indulges in legal matters. For this type of concern, the clients are more important, and also it will be the toughest task to remember the issues of everyone. So they needed the software which should track all their client’s database, staff’s details, marketing, and financials in one system. Hence below are the apps which would act according to their needs,

CRM Solution:

  • Leads: Leads app helps to save the details of the clients who are interested to know about this concern.
  • Contacts: Contacts app will assist you to save the contacts who are registered with your concern and wanted to help in their legal matters.
  • Customers: Customer app helps to save the clients details like name,address,contact number and their legal problem in the notes tab
  • Cases: Cases app helps to save the feedback from your clients. This will help you to grow your business.
  • create-cases-attorneys

Human Resources Solution:

  • Candidates: Candidates app helps to save your candidate details who have registered in your firm website. It contains the name, address, contact details and the curriculum vitae.
  • Departments: Departments app helps to save the different department details in your concern.
  • Employees: Employees app helps to save the employee details of your concern. Once the details are saved they will be triggered with the id and password to use the system.
  • employees-attorneys
  • Recruitment: Recruitment app will be used to save the recruitment details of your concern.

Marketing Solution:

  • Campaigns: Campaigns app helps to create the campaigns to promote your concern and the contacts can be retrieved from the targets list.
  • Targets: Target app helps to create target list from the contacts, customers & leads. It helps to reach the campaigns to the selected people.

Also, depending on your business size and organization, you also might be interested in these app categories:

Financial Solution:

Financial app helps to track your financial transactions happen within your concern also to send the estimates and invoices to your customers

Other Similar Business Types:

The above mentioned apps can also be adapted for the other types of business like,
1. Lawyers
2. Paralegals
3. Government Entities

Latest Blogs

CRM Importance In Business - A Comprehensive Overview

Before signing up your company for any CRM software and leveraging its powerful customer relationship management feature, the firsthand question that you have to ask yourself is, “Why do I need a CRM Software?” Yes, the question ‘Why’ simplifies your CRM selection process, and you will end up choosing the right CRM solutions for your business. Though it is frustrating to go through numerous product sites and review sites to identify the best online CRM, we have made your task easier by listing down the importance of CRM in the business world

Read more 

Ticketing and Project Management Software

When you are running a business, customer service and project management are the two areas where you need to put more emphasis. Simply put, customer service helps to retain the existing customers, and project management assists in increasing the lifetime value of your business

Read more 

Sign up for Apptivo Newsletter

× Thank you for joining the Apptivo Community!
You will now receive monthly updates on the latest developments in Apptivo.
× Already Exists!

The entered email address already exists.

Sign up for Apptivo Newsletter