Benefits of Mobile CRM for Lawyers

January 28, 2016By 2buserUncategorized No Comments

Today’s attorney is constantly on-the-go.  Meetings with clients, court appointments, meetings with other attorneys, networking events and more.  Access to matter information and documents is more important than ever.  There are many benefits of mobile CRM for lawyers.  It needs to be integrated, easy to use and easy to access. 2B-LAW, built on Microsoft Dynamics … Read More

3 Ways Law Firms Can Prioritize Potential Clients and Automate Follow Up

January 22, 2016By 2buser2B-LAW, Legal, Matter and Client Management, Microsoft CRM No Comments

New clients are the life blood for many law firms, so how do you make sure the best leads don’t fall through the cracks?  It’s absolutely necessary that firms centralize all inquiries, label the best ones, schedule follow up, and track referrals that don’t fit.  When law firms can prioritize potential clients and automate follow … Read More

One-Click Document Generation with 2B-LAW for Dynamics CRM

January 18, 2016By 2buser2B-LAW, Legal, Microsoft CRM No Comments

For attorneys and legal assistants, creating and generating client (custom) documents is a must.  2B-LAW for Dynamics CRM users can now generate customized documents from any record in just one click!  This includes Microsoft Excel and Microsoft Word.  No more “Find and Replace” or mess with clunky mail merge in Word!  Instantly create contracts, letters, … Read More