Project goals achieved:
- CRM software implementation in the law firm
- CRM software development with new functionalities
- Implementation of additional software modifications for the Office
“We were looking for a CRM system for our law firm that would meet the goals of handling legal cases entrusted to us by our clients. We decided to work with 4B Systems sp. z o.o. and implement LegallyCRM with a package of dedicated modifications to adapt the system to our processes. We have been working with 4B Systems since 2020 until now. We recommend!”
Establishment of cooperation with JM Kancelaria Prawna sp. z o.o.
JM Law Firm sp. z o.o. is engaged in the representation of accident victims, rehabilitation and care benefits, and a wide range of legal services for individuals. The law firm searched the market for a CRM system in which it could centralize its own client base and systematize its activities, tasks and documents. An important part of implementing the system was to ensure security. An analysis of the law firm’s needs showed that the best solution would be to implement LegallyCRM with a package of modifications.
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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 JM Kancelaria Prawna sp. z o.o.
The client decided to implement major modifications that met the needs of the law firm.
A new case registration form has been implemented – nursing allowance. Definition of additional fields, select lists, which define a new type of service and allow you to collect the necessary information.
Adaptation of the algorithm of commission settlements for referred cases to the rules of the Law Firm.
Changing the standard sets of permissions for CRM users to suit the needs of the Firm.
Summary of CRM implementation at JM Kancelaria Prawna sp. z o.o.
Below is a brief summary of the programming work done for JM Kancelaria Prawna 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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