Home > Benefits > Automate Workflow
CRM4Legal Benefits:
Automate Workflow
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Eliminate all the repetition your staff have to do in order to contact a client or process a service request.
You can use CRM4Legal to create workflows that carry out routine tasks and enforce processes. Workflows can help ensure that the right information gets to the right people at the right time. Workflows also help firm staff track the steps they have to take to complete their work. By creating workflows, you can create and enforce firm business logic and rules. Managers can define, automate, and enforce specific business rules, policies, and procedures through workflows. For example, workflows can automatically escalate overdue requests, alert partners and staff about issues, and alert clients and staff about key events.
Individual users can also build their own workflows to automate redundant tasks or to perform operations automatically based on events that happen in the system. For example, you can build a workflow that automatically creates a new phone call activity whenever a new business development record is created.
With CRM4Legal workflow features, you can:
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Define business policies based on established processes
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Ensure that client commitments are met
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Automatically escalate issues to management when required
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Level workloads across teams and territories
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Manage key business policies and procedures
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Ensure a consistent service and support process
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