“We wanted a firm-management solution that fit us. Not vice-versa.”

June 12, 2017By 2buser2B-LAW, Case Studies, Industries, Legal, Microsoft CRM No Comments

One firm’s path to 2B-LAW There was a special sense of urgency behind Frier Levitt’s recent search for an updated & improved firm management software system. “We’d stored so much data in our previous platform, we were very close to crashing it,” explains co-founding partner Jonathan Levitt. At the same time, continues Project Manager & … Read More

Client Management and Prospecting with Dynamics CRM and 2B-LAW

April 14, 2016By 2buser2B-LAW, Field Sales, Financial, Legal, Matter and Client Management, Microsoft CRM, Mobile CRM, Uncategorized, xRM No Comments

Clients and prospects want to feel important. They want to feel like you care and that you’re watching out for their best interest. Client management and prospecting just got easier with Microsoft Dynamics CRM and 2B-LAW.   2B-LAW for Dynamics CRM already has the details about your clients, their matters, and your potential clients, but now … 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

Showcasing the New Dynamics CRM Phone App

September 3, 2015By 2buser2B-LAW, Legal, Microsoft CRM, Mobile App Development, Mobile CRM, Uncategorized No Comments

Have you seen or tried the new Dynamics CRM phone app?  It’s free and I think you’ll agree that the design and functionality is a HUGE improvement over older versions.  Here are some of the features: Access your activities, accounts, contacts, and leads from an easy-to-use home page Guided contextual business process Quickly enter customer … Read More

Simplified Legal Case Management Using Dynamics CRM and 2B-LAW

February 25, 2015By 2buser2B-LAW, Legal, Microsoft CRM No Comments

How are you currently tracking legal case information? Spreadsheets? Sticky notes? Shared drives and folders? Do you need a more centralized and standardized system? We understand and have a solution that can alleviate the headaches that you are probably experiencing. Imagine having all critical case data in one, easy-to-use, centralized (web-based) system. 2B-LAW is built … Read More