Clients Management
Clients Management
The system offers a comprehensive Customer Relationship Management (CRM) module that helps organize client data and track their interactions.
The Client Management module in LexPro provides a comprehensive system for managing all client data in a law firm with professionalism and security. With this tool, you can create a dedicated profile for each client containing contact information, legal documents, related cases, financial details, and contracts. This module enables effective tracking of client relationships from the initial contact to long-term engagement, ensuring all data is linked to the relevant cases and services.
The system is designed to enhance transparency and collaboration within the team, allowing lawyers and administrative staff to access client files in an organized manner and make decisions based on accurate information. LexPro also provides real-time updates to client data and intelligent alerts for significant changes, ensuring that everyone stays informed about the client’s status and any developments.
Key Tools and Services in the Client Management Module:
- Create detailed client profiles including contact information, background, and notes.
- Upload and share client documents such as IDs, contracts, and hearing records.
- Link clients to their respective cases through a unified system.
- View tasks and responsibilities associated with each client to track the firm’s commitments.
- Track client financials: invoices, claims, payments, and expenses.
- Manage client contracts: upload, review, and receive alerts before contract expiration.
- Intelligent alerts for changes in client status or new tasks related to the client.
- Custom access permissions: control who can view or edit client data.
- Custom reports to display client statistics: active clients, revenue per client, financial performance.
- High security and confidentiality: organized user permissions, data encryption, and regular backups.
