Project goals achieved:
- CRM software implementation in the law firm
- CRM software development with new functionalities
“I chose 4B Systems as a CRM software provider for my law firm. We were looking for a CRM system in which we could not only handle compensation cases referred to us by our clients, but also handle sales network billing. We decided to implement LegallyCRM. We have been working together since 2021. I highly recommend it! 4B Systems and LegallyCRM.”
Establishing cooperation with the law firm DM LEX Sp. z o.o.
DM LEX sp. z o.o. is engaged in the representation of people injured in road accidents, accidents at work, agricultural accidents, trips and slips. It is one of the few law firms to handle cases involving the repression of people during the communist era. He also asserts the rights of victims in banking disputes, particularly over faulty franc loan agreements.
DM LEX sp. z o.o. asked us to select and implement a CRM system that would meet the goals of not only case management and handling but also accounting for sales network commissions. The development of the company’s network of representatives required the client to introduce tools to streamline agency billing. We recommended the implementation of LegallyCRM.
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- dedicated SaaS solutions for businesses
- contract programming
LegallyCRM software implementation and modifications
The CRM software was installed on the server specified by the client. The needs analysis showed that minor modifications to the CRM functionality would be necessary while maintaining the underlying system architecture.
CRM modifications for DM LEX sp. z o.o.
We have realized for DM LEX sp. z o.o. several minor modifications, streamlining daily work in CRM.
Enabling SMS sending from templates to a wider group of users than the default.
Adjustment of the case commission settlement algorithm.
Introducing automation for the promotion of sales representatives for their performance based on an algorithm designed by the client.
Summary of CRM implementation at DM LEX sp. z o.o.
Below is a brief summary of the programming work done for DM LEX sp. z o.o.
- Implementation of LegallyCRM software at the client's site
- Software modifications based on expectations and needs analysis
- Maintaining and updating the system
In this project we used
LegallyCRM is a CRM system prepared for law firms – debt collection, compensation, attorneys and counselors.
Technology stack
Learn more about the technologies used in this project and see how you would use them at your place!
Start digitizing your law firm today!
Don’t wait to start your law firm’s digital transformation process. Without digitalization, further development may not be possible. If you are looking for IT support and implementation of modern tools in your law firm, contact us. Implementing CRM, AI chatbots, OCR of documentation, time measurement and many other functionalities will help your law firm grow.
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