CRM in timeSensor LEGAL
Who hasn’t tried to manage addresses in Excel or in the Outlook address book and ended up with a mess of data? Addresses often belong together: private and company addresses, the address to a holiday home, married couples with different names, various contact numbers – if you’re serious about maintaining your addresses, then a simple approach isn’t enough. This is where timeSensor LEGAL comes in: addresses that belong together are linked, so that when one address changes, all linked addresses are also updated.
Does the client want correspondence to be sent to the private address, but the invoice should be sent directly to the accounting department at their corporate headquarters? No problem for timeSensor LEGAL! All contact channels can be stored and prioritised, so the right correspondence runs through the right channel.
Our professional CRM not only enables a flexible system, but also any number of links. This way, you can find addresses again, at any time. Our law firm software even saves names phonetically, so you can find your clients regardless of whether their name is Smith, Smyth or Smythe.
However, our CRM shows its full potential when preparing mailings, for example for newsletters, birthday or Christmas cards. You can prepare these messages in advance so that the right people sign the right cards, and the right labels or form letters are ready. This not only saves you time, but also makes things stress-free!
Communication partners want to be contacted in all kinds of different ways: several e-mail addresses are in use, landline and mobile numbers, fax numbers or beA SAFE-ID addresses that are preferred. With our law firm software, you can create and send messages via all possible channels with just one click. And if you set up a telephone interface, you can even start a phone call with one click from our office software or watch as timeSensor LEGAL opens the client folder of a calling customer.
Quickly find addresses relevant to a case by linking them in the CRM of the timeSensor LEGAL software. You can connect any contact and mandate to any other contact, and assign a relationship type to this connection. In this way, you can clearly link opposing parties, opposing barristers and solicitors, as well as courts with your mandates and avoid unnecessary searches within the software.
Even when you’re on the go, timeSensor LEGAL is there for you. All address information is “pushed” to your smartphone at all times and without delay, via the Exchange interface. See immediately who’s calling, and always have all your contact numbers in your pocket.
