Legal Sector Challenges

Legal Sector CRM, Law Firms CRM, ViewPoint CRM, ViewPointCRM

Document Management

Storing all client documents and paperwork in filing cabinets can be extremely inefficient and can create problems when trying to access documents that are needed urgently. This also poses significant security risks compared to storing files digitally, which are less likely to be misplaced or damaged. Not only is paper filing riskier, but it is also costly.

Client and 3rd Party Engagement

People’s use of day-to-day technology has increased and will continue to, which is why clients come to expect communications with their legal firm to be efficient, instant, and regular. To improve client satisfaction in law firms, the introduction of smart communication tools must be made a priority for lawyers; particularly keeping their clients updated on their case.

Key Performance Indicators

Looking at traditional metrics such as time billed, aged debtors and lockup are invaluable to law firms, but they don’t give you the full picture. There is a whole world of data out there, you just need to know what you’re looking for, how and where to find it, and then what to do with it.

Meeting the Challenges of the Legal Sector

Legal Sector CRM, Law Firms CRM, ViewPoint CRM, ViewPointCRM

ViewPoint CRM gives law firms the tools to effectively meet their key challenges head on.


ViewPointCRM provides you with the ability to track the performance of your organisation; how many clients have engaged your services, how many cases were closed this month, where are most of your opportunities being identified, how are Partners performing, etc. By gaining clearer insights into this information, your firm can identify areas that need further development and make informed business decisions. ViewPointCRM ensures your business can quickly access key performance indicators without needing to gather information from various systems and spreadsheets.

Customer Engagement

ViewPointCRM allows you easy tracking and fast integration of any contact you and your legal team may have with an existing or potential client. Every interaction can be tracked and auditable within the system ensuring everyone in the team has access to the latest information. Growing law firms can no longer afford to ignore the need for a centralised place to manage all the firm’s relationships.

Workflow Management

Law firms often have complex workflows within their organisation, using combinations of systems, emails and document storage. ViewPoint CRM’s flexible workflow creation capabilities can dramatically improve the flow of work within and between departments and clients to increase efficiency and automate elements of workflow.

Tailored to Your Business

Tailored to the needs of your business, ViewPointCRM provides features that enable you to manage and nurture key relationships such as lead status tracking. matter and document storage, notes and reminders as well as integration with Office 365 so that email trails can be integrated, followed and actioned within ViewPointCRM

Book a Demo

Let’s talk about how we can help you to improve your pipeline, increase revenue, improve processes, analyse performance and nurture customer relationships.

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