Managing thousands of clients and their legal matters is a time intensive and difficult process to manage. We were asked by TBI, a North East based legal firm to create them a bespoke CRM which would connect to and utilise their current in house system - 'LawSoft'.

Legal CRM Software CRM software development for a North East Legal Firm

Project

The TBI CRM was setup to provide one system to capture and manage all business enquiries and leads, with a dual purpose of enabling the business to clearly understand where their business was coming from.

The analysis of which could then be used by the marketing team to make more informed decisions on where to spend the marketing budget for best return.

TBI Screenshot

Problem

Managing leads and enquiries for any business is a challenge, but add to the equation multiple sites, multiple departments all with differing needs and multiple channels to make enquires then this makes the task more challenging.

With multiple systems and methodologies in place the business needed one system to manage the process from end to end.

Solution

From consulting with the different departments and offices Sapere were able to design and develop a fully bespoke web based solution using ASP.NET. The bespoke software solution provides one area for all enquiries to filter through into the company's workflow whilst providing real-time reports on the value and best areas for future marketing spends. An additional iOS mobile application was built to facilitate the management of events.

Sapere Software had already been in discussion with the business before I came on board at Tilly Bailey & Irvine but from the minute I met Paul and his team I knew this had been a good choice. Understanding the logic for how things need to work in a user journey is mind blowing but Paul is a very calming influence. He guides you through your requirements every step of the way and he was very patient when we came to the testing stage. I am extremely happy that we now have a bespoke reporting CRM that can do so much for a growing law firm like ours. From my perspective to be able to track every single action taken through an online journey and to be able to measure ROI is paramount to my success as a digital marketer. I know that the firm has waited a long time for this and I feel sure it is going to make everything so much easier. We look forward to a long and lasting relationship and I would have no hesitation in recommending as their knowledge is second to none.

Platforms

These are the platforms Sapere used to deliver the solution.

Realising Business Benefits

The following business benefits have been realised since the legal web application development went live.

  • All data is in one place, giving greater visibility of leads.
  • Cross selling opportunities have increased with better data capture and visibility.
  • Data and information can be shared easily amongst the company staff and advisors, a 90% improvement on the old process and setup.
  • Real-time information and reporting leading to better use of resource and finances.