Smart Law CRM
Website Design & Development
Personalized Implementation:
SmartLaw CRM offers white-glove services, including personalized setup, document and workflow automation, and comprehensive training for you and your staff. This approach ensures a seamless transition without requiring you to become a software programmer overnight.
Automated Follow-ups
The system can establish workflows to send follow-up emails and texts to clients with effective sales messages, increasing the likelihood of converting leads into clients.
Quotation and Contract Management::
SmartLaw CRM allows the creation of multiple quotations for the same case by different lawyers within the firm. Once a client accepts a quotation, it can be seamlessly converted into a contract.
Educational Resources:
Recognizing the importance of investor education, Pennlago offers a wealth of educational resources, including articles, tutorials, and webinars on real estate investing strategies, market trends, and regulatory updates.
Invoicing System:
he platform provides a fully automated invoicing system that manages both partial and full payments, streamlining the billing process.
Compatibility:
SmartLaw CRM is fully compatible with Microsoft Office 365 and Google Suite, facilitating easy integration with existing tools.
Custom Reporting:
The system offers custom reports, enabling law firms to make data-driven decisions and monitor performance effectively.
Portfolio Management Tools:
Investors can monitor and manage their portfolios effectively through Pennlago’s portfolio management tools. Features such as performance tracking, asset allocation analysis, and customizable reporting facilitate portfolio optimization and decision-making.
CONTACT US
