CRM for Law Firms

Customer Relationship Management (CRM), as the name suggests, is a technology for managing relationships and interactions between a company/firm and its customers and prospects. A CRM system helps firms understand customers and improves relationships, ultimately leading to more profits.

First, check our demo before purchasing our CRM software.

CRM systems are built using databases in which data is stored in a very organized method with a lot of security. The CRM system has many features like reminders, appointments, client interaction, custom forms, reports, feedback, dashboards, and calendars that are not available in a spreadsheet.

We realize that your data related to your team, clients & business process is very crucial & sensitive.
Hence, we have used highly secure encryption methods & strong authentication models in Swift CRM to ensure your data is safe & secure.
On top of that, Swift CRM would be set up on your own hosting server, ensuring that your data isn’t shared between other software users and belongs only to you.

Yes. Swift CRM for Law Firms is a responsive web application that can be accessed via smartphones, tablets, laptops & desktop computers.
It also enables you to use the system anywhere, anytime.

Typically, Swift CRM can be set up within 48 hours once you opt for purchase. Additional setup configurations like Email, SMS, and appointments might take longer depending on various factors.

Unlimited. Yes, that’s right.
There are no restrictions on how many users you can create in the CRM system.

Yes. One of the highly requested features in Swift CRM for Law Firms is appointment booking.
Swift CRM has an appointment system where clients can schedule appointments with you as per slot availability and get notified of their status. On the other hand, you can manage your assignments inside the CRM system.

All documents would be store on your hosting server, where Swift CRM would install. To keep the documents secure, CRM system has an inbuilt authentication.

We know there’s no one-size-fits-all solution when it comes to a CRM. Each industry has its business processes & terms that a CRM should be capable to accommodate.

Swift CRM is specifically tailored to suit law firms, while other major CRMs are usually generalized.

We also provide customization in Swift CRM to offer a better experience to you.

We have a refund policy of 10 days. If you don’t like our CRM system, you can always approach us and we’ll refund you the applicable amount.

If you are facing any issues while using Swift CRM, you can contact us, and our support team will help you resolve them.
Usually, any issues or bugs are fixed/resolved within 24-48 hours depending on how critical it is.

We are always looking to adapt and improve our software system. If you need any new module or feature, feel free to contact us, and we will incorporate it.

Yes, we will. Although Swift CRM is really easy to use even for non-technical staff, we will still conduct a training session for your team in which our team would explain all the features & the flow of Swift CRM and how to use them.
For any further assistance, our support team will be available for help.

It is possible to store all your client data in the form of Excel sheets & Word documents, but it quickly starts becoming cluttered & messy. CRMs allow you to store all your data on a centralized location in an organized manner while also providing easy access to it, as opposed to storing it in files which takes time & effort to search through and find the required information.
With Swift CRM, you also get access to client & work information anytime, anywhere, which is impossible when your files are stored on your work computer.

Yes. Swift CRM allows you to create unlimited users & clients with the option to access it from anywhere. You can have multiple offices of your law firm that can work together on a single platform.