Legal CRM & Marketing
Manage Intake, gain a Client 360 & close more opportunities with OnLegal CRM.
With OnLegal for Salesforce, Firms can manage opportunities, streamline client intake, gain a customer 360 view, create client question sets, create impactful 1:1 client marketing communications.
OnLegal CRM works seamlessly with OnLegal Matter Management.
OnLegal Matter Management for Salesforce allows firms to manage every aspect of Matters.
With OnLegal you can create & manage Matters, manage Matter Tasks, Record Time via Stopwatch & Timesheets, record expenses, gain a true client 360, send targeted & personalised marketing communications, create question sets.
OnLegal Matter Management can be integrated with other tools for Payments, Documents etc.
We offer a range of different implementation services for OnLegal, ranging from simple Quick Start Implementations to Bespoke Implementations where custom development is required.
Every organisations we work with is different & has different requirements. Some require custom integrations with legacy systems, some have complex data migration requirements, some want to achieve something unique that solves a specific problem. We can help no matter the requirement.