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LegallyCRM - Management system for a law, compensation and debt collection office

The LegallyCRM system was created for the needs of compensation offices, meeting most of the needs related to the management of the claims handling process.

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Modules available in LegallyCRM

Your clients in one place

You have the option of creating a Customer Card, individual or corporate. Your customer has the ability to log into the system, conduct communication in already ongoing cases and order new cases through the system. The system allows you to add and organize case documentation, as well as to folder and share them.

Thanks to LegallyCRM, your clients will be kept informed about the progress of the ordered cases. Managing communication and documents has never been so easy!
Your clients in one place

Control of activities and working time

In LegallyCRM you have full control of your and your team's working time. By creating records of working time and activities performed, you can easily check how much time it takes to service a given customer.

Thanks to LegallyCRM, many of our clients have gained the ability to control the effectiveness and profitability of their work for their clients. Tables of working time and activities have become the basis for negotiating the terms of the contract and remuneration!
Control of activities and working time

Order in case documents and contracts

LegallyCRM allows you to organize case documentation based on Client Cards or the source of obtaining the case (e.g. website or sales representative). You can organize documents into folders, share, delete, rename them.

Share

Documents can be easily shared with Agents and Lawyers.

Take care and order

You can delete documents, organize them in folders and rename them.

Order in case documents and contracts

If you sell services through the sales network and field representatives

The sale of legal or compensation services through a network of sales representatives, agents or the Internet has become the norm. LegallyCRM in the LegalyMLM + Marketing version gives you the opportunity to manage sales and research financial results.

  • Automatic commission calculation and invoicing,
  • Recruitment and handling of leads (inquiries) from the Internet directly from the system,
  • Communication with Agents,
  • Multi-Level Accounts (MLM).
If you sell services through the sales network and field representatives

Full information about the financial situation in the Law Firm

Thanks to Reports, you can track the current status of costs in cases, estimated commissions, agency commissions, and customer invoices. You can check the payment status. You can also control delays in the office in individual client cases.

Reporting in LegallyCRM makes it much easier to control cases, sales and delays in cases. This will improve the quality of your team's work. This module is well rated by owners of compensation law firms!
Full information about the financial situation in the Law Firm

Bring your law firm into the 21st century!

If you want to reach your customers via the Internet, Service Marketing allows you to launch promotional campaigns on the Internet. Additionally, each of your associates (Agent or sales representative) will receive a referral link to promote your services.

Loyalty cards

Service marketing is also loyalty cards that you can introduce to sell your services.

Lead generation - for services and work

Service marketing allows you to recruit co-workers or obtain leads on the Internet.

Bring your law firm into the 21st century!

Train your sales teams

In the LegallyCRM system, you have the option of sharing training in PDF format with your employees, Agents and sales representatives. You can provide contract forms, instructions as well as video training.

  • Possibility of individual sharing of training and forms,
  • Video and PDF training,
  • Organization into folders.
Train your sales teams

Communicate via LegallyCRM

Our system has an e-mail interaction function. All e-mail messages related to a given case, sent in various directions (to and from Clients, Agents, Lawyers or Case Coordinators) create threads in the system. You can easily share information, documents and find out if the recipient has received the message. All this is already available in the basic version of the system.

E-mail in LegallyCRM enables full archiving of correspondence and tracking of communication between system Users and the Customer.
Communicate via LegallyCRM

You will never forget your responsibilities

Thanks to the extensive system of automatic reminders and notifications in the system, you and your colleagues will be able to fully control the work of your office.

Notifications about expiration

Set the expiration date of the case and you will receive a system notification before the deadline.

Notifications about delay in cases

If you conduct thousands of compensation cases, you will have control of deadlines thanks to automatic notification of lack of action in the case. You just need to define the terms.

You will never forget your responsibilities

Calendar tasks and reminders

Working with calendars is even easier. There you will find tasks and reminders of your employees, lawyers, coordinators and sales representatives. Just click.

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Calendar tasks and reminders

The history of events in the system ensures data security

LegallyCRM is GDPR compliant. You can easily check what changes and when were made in the system. You will check the activities of each user of the system, its logging in and logging out. The system is secured with an SSL certificate.

Easily check which documents your employees had, whether they downloaded them and when.
The history of events in the system ensures data security

Motivating colleagues to obtain orders

LegallyCRM in the MLM + Markering version allows you to assign sales targets to Agents depending on various criteria of obtained orders and deadlines. Achieving the sales target may release additional billing bonuses.

Motivation of Sales Leaders

Targets work well in motivating sales in compensation offices.

Target conditions

You assign bonuses depending on the criteria: date of obtaining a case, type of case, size of WPS, number of cases.

Motivating colleagues to obtain orders

Why LegallyCRM?

Your clients in one place
Control of activities and working time
Order in case documents and contracts
Full information about the financial situation
Built-in messenger
Calendar tasks and reminders

Services

As part of the LegallyCRM implementation, we offer maintenance services and technical support.

Implementation and security

GDPR - data security

We ensure safe system implementation and post-implementation training. We ensure system compliance with the GDPR requirements.

System development

We adapt the system to your needs

The LEgallyCRM system is constantly being developed, new functions are constantly appearing regardless of your order. If you would like to receive a "tailor-made" update - you have this option.

Technical Support

Phone + e-mail

Our technical support is available to your office throughout the duration of the contract.

Service

We are available to our clients during the subscription agreement

Security

Your data is stored on a secure server

System Development

We provide the possibility of expanding and modifying the system in response to customer needs

Performance

Manage cases, contacts, documents and appointments from one place.

Why is it worth choosing LegallyCRM for your Law Firm?
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LegallyCRM Access Packages

Choose a system access package tailored to your expectations.

LegallyBasic

149 PLN
Monthly

Basic version of the system with customer service and case documentation, integrated e-mail, employee accounts

No limit of system users
50GB server space
Client module
Consultant module
Calendar module
E-mail module
Invoicing and billing
Agent module
Lawyer module
Service Marketing Module
Forms module
Training module

LegallyMLM

249 PLN
Monthly

A wider version of the system, enriched with Agent management modules and settlements

No limit of system users
150GB server space
Client module
Consultant module
Calendar module
E-mail module
Invoicing and billing
Agent module
Lawyer module
Service Marketing Module
Forms module
Training module

LegallyMLM and Marketing

439 PLN
Monthly

Full system version including internet sales modules, training modules and forms for representatives

No limit of system users
300GB server space
Client module
Consultant module
Calendar module
E-mail module
Invoicing and billing
Agent module
Lawyer module
Service Marketing Module
Forms module
Training module

Frequently Asked Questions

Due to data security and system maintenance, the installation takes place only on the servers of certain hosting service providers. This guarantees the smooth operation of the system. Thanks to this, you do not worry about data backup - the service is ours.

Of course yes. Unlike competing offers, LegallyCRM is created by Polish programmers. If you want to buy additional modules or modify the existing ones, it is possible for an additional fee of PLN 200 gross per hour of work of a programmer. We present the costs before starting work.