CRM for a law firm and saving up to 10 hours of a manager's time

How to save up to 10 hours on managing all inquiries and automate routine tasks?

Our Client

Company: Office of Advocates Vasyl Kovtash
Client’s Website: https://ofis-advokativ.com.ua/

The Office of Advocates is a legal firm offering a wide range of services, including:

Document preparation: Drafting claims, complaints, motions, and other legal documents.

Criminal defense: Representation of suspects, defendants, and convicts at all stages of criminal proceedings, including support during searches, seizures, and interrogations.

Family disputes: Comprehensive support in divorce cases, property division, alimony recovery, and determining the place of residence for children.

Assistance in traffic accidents: Pre-trial and court support for insurance claims, ensuring compensation under insurance policies.

The company has offices in Rivne, Lviv, Sarny, Dubrovytsia, and the town of Rokytne, providing convenient access to their services for clients from various regions.

With a team of experienced lawyers, each specializing in their respective fields, the Office of Advocates ensures a professional approach and effective solutions for its clients.

🎯 Client’s request
The client approached us with a request for a turnkey integration and training sessions for their team on efficient operations. Having had a negative experience with a previous contractor, our values aligned perfectly with their needs.

🟠 Challenges faced by the Client

Lost clients: Customer inquiry sources were stored chaotically in different locations, and managers often forgot to follow up.

High marketing costs: The manager lacked a clear overview of clients and ongoing cases, leading to inefficiencies.

Lost client history: It was difficult to recall previous communications with clients.

Employee turnover issues: When a lawyer left, the entire history of client interactions was lost.

No basic metrics: There was no way to calculate fundamental sales department metrics such as the number of inquiries or tasks completed daily, weekly, or monthly.

🟢 How we helped overcome these challenges

Configured a streamlined inquiry management process using the Pipedrive system.

Integrated calls, Telegram, Instagram, and Facebook, centralizing all client inquiries in one place.

Set up key analytics metrics for better performance tracking.

Conducted training sessions for managers, lawyers, and the company director.

Example of the sales funnel in the new system (photo taken from the demo portal to protect commercial confidentiality.)

Thus, managers now have a convenient tool for managing their client base, scheduling reminders, and streamlining workflows, while the director can monitor the department and plan for scaling operations.

How long did the setup take?

The entire project took 1.5 months, from the initial meetings to the training sessions on proper system usage.

How much did the setup cost?

The project required 60 person-hours. For details about the hourly rate, please contact our manager by submitting a request.

Why does a law firm need a CRM?

Imagine having a thick notebook where you jot down all your clients, their cases, court deadlines, and important details. At first, it feels manageable, but over time, the pages multiply, notes get mixed up, and some cases may even go missing.

A CRM is a smart tool that replaces this notebook, making life significantly easier. It helps you:

Keep all data in one place: Client contacts, interaction history, documents, and tasks are all easily accessible, ensuring nothing gets lost.
Remind you of important events: CRM automatically notifies you about meetings, court dates, or document submission deadlines.
Save time: Instead of sifting through notes or emails, find the information you need with just a few clicks.
Monitor team performance: Easily check who is responsible for what and track the status of each case.
Improve client service: Your clients will always stay updated on their case progress, boosting their trust in your services.

And the best part — CRM works on your smartphone!

With a mobile app, you can view information, add new tasks or contacts, and even communicate with clients directly from your phone. Whether you’re on the go or in court, all critical data is always at your fingertips.

CRM is not a complicated piece of technology but a handy tool for organizing your work, making your law firm more efficient, mobile, and professional.

👉 Submit a request below to receive a free consultation tailored to your business. We’ll prepare several options and provide a demo presentation.