CRM Views
See client relationships at a glance.
Manage everything from sales pipelines, customer engagement, and orders with ClickUp's 10+ highly flexible views. Easily track and manage your accounts on a List, Kanban Board, Table view, and more.
![views graphic (2).png](https://images.ctfassets.net/w8fc6tgspyjz/35MPdM1zxhZr23Ca2juL78/a412b02b3e209319a779682cfb92dac4/views_graphic__2_.png)
Gantt Charts
Streamline your client interactions and boost productivity with ClickUp's customizable CRM software designed specifically for Legal Advisors. With ClickUp, you can easily manage cases, track billable hours, and collaborate with your team in one centralized platform. Say goodbye to scattered data and hello to a more efficient way of managing your legal practice. Try ClickUp today and experience the difference!
Free forever. No credit card.
CRM Views
Manage everything from sales pipelines, customer engagement, and orders with ClickUp's 10+ highly flexible views. Easily track and manage your accounts on a List, Kanban Board, Table view, and more.
Forms
Streamline your intake process, organize response data, and automatically create tasks with custom branded Forms powered by conditional logic.
A CRM helps legal advisors keep track of all client interactions, including consultations, case details, communication history, and important deadlines. This centralized view of client relationships ensures that no important information or follow-up tasks are missed.
CRMs provide a structured way to track the progress of each case, from initial consultation to resolution. Legal advisors can easily monitor deadlines, document submissions, court dates, and other critical milestones, ensuring that cases are managed efficiently and effectively.
Legal advisors deal with a vast amount of documents, including contracts, pleadings, and correspondence. A CRM can organize and store these documents in a secure and easily accessible manner, reducing the risk of losing important files and streamlining document retrieval.
CRMs help legal advisors create task lists, set reminders, and assign tasks to team members. This feature ensures that everyone is aware of their responsibilities, deadlines are met, and work is distributed evenly among team members, leading to improved efficiency and productivity.
Tracking billable hours accurately is crucial for legal advisors to ensure proper billing and invoicing. A CRM can record time spent on each client or case, generate invoices based on billable hours, and provide insights into revenue generation, helping advisors manage their finances effectively.
Key features of CRM software can benefit legal advisors by organizing client information, tracking case details, managing appointments and deadlines, automating workflow processes, and providing secure document storage for efficient client management and improved productivity.
CRM software helps legal advisors by centralizing client interactions, including emails, phone calls, and meetings, in one place for easy organization and tracking. This ensures better communication management, timely follow-ups, and improved client relationships.
Yes, there are CRM software options tailored for legal advisors that offer integration with existing case management systems for seamless data synchronization, improving workflow efficiency and client management in law practices.