No attorney can handle every case that crosses their desk, so referrals are a very important part of the legal profession. Referrals help insure that clients get the best representation while also creating valuable partnerships among attorneys and firms. But some firms are losing out on referral fees by not tracking referrals and automating follow up. Even the most diligent attorneys can occasionally forget where a case originated, so it’s incumbent on all attorneys to provide those gentle reminders.
2B-LAW, built on Microsoft Dynamics CRM, helps streamline this whole process. If a lead is not a good fit, simply convert it to a Referral, record to whom the case is sent, and set a follow up date. That’s it! 2B-LAW will automatically create a task in your Outlook to follow up. And 2B-LAW provides a centralized list of all matters that you’ve referred out and their status so that you can quickly see what cases you’ve referred, estimated fees, and more. Over time, you’ll build valuable data showing who is handling these matters best and how this affects your bottom line.
- Save time and hassles!
- Convert a Potential Client to a Referral in just one click
- Simply set a follow up date, and let 2B-LAW handle the rest
- No need to create a reminder separately. Simply plug in the date, and 2B-LAW creates a reminder in your Outlook to follow up
- Keep all your referrals in a central place
- One central go-to place that gives you everything you need to know.
- Determine who your best partners are with hard data
- Build a database of outcomes showing which attorneys provide the best service
- Bring in more money by not letting Referrals fall through the cracks!
2B-LAW is a simple to use, cloud and web-based software solution that will replace time-consuming, manual processes with new point-and-click automation. Simplify your matter and client management by enabling legal professionals and administrators to work securely and collaborate from any device, anytime. Built as an xRM solution, 2B-LAW for Dynamics CRM features include
- Matter Management
- Client Management
- Time & Expense Tracking
- Financial Management
- Document Management
- 1-Click Document Generation
- Custom Dashboards and Reports
- Built on Dynamics CRM
- Integration with Microsoft Office 365
Learn more about 2B-LAW and see how it can benefit your firm!