Microsoft Dynamics 365 for Law Firms
Build and nurture strong relationships with your prospects and clients
We recognise that busy law firms deal with a lot of information and having technology in place to effectively manage this data and those important client relationships is essential. Manually managing these processes is time-consuming and tedious, as well as leaving room for errors.
Our CRM software for the legal industry, built on Dynamics 365, is fully customisable to provide all the tools to enable law firms to store prospect and client data, manage cases, contracts & agreements, track communications and more.
Common challenges faced by Law Firms
Features of Dynamics 365 for Law Firms
- Manage all relationships in one place – Manage all your current relationships in one and link them to related activities, cases, referrers, matter parties, appointments, notes and more. It is also crucial to maintain a steady line of prospective cases to ensure consistent revenue and remain competitive. Dynamics 365 allows you to actively track the progress of each deal, the likelihood of closure and all information related to it.
- Department collaboration – One of the challenges law firms face is the ability to access the same records across departments, which is a common need when working on cases. Our legal CRM ensures that all data related to a client is in one place and that required users are able to access this anywhere, anytime, without having to search through multiple spreadsheets and paperwork.
- Stay Alert – The Dynamics 365 + Outlook integration ensures you don’t miss any important emails. Emails are no longer scattered and those related to a record can be viewed directly alongside client information. Automatic reminders also alert you of upcoming meetings and other instances, such as notifying you when an opportunity has not progressed after a certain amount of time.
- Intelligent Insights – Gain visibility of hours logged, performance of your partners, paralegals, firms’ growth and more via built-in dashboards and Power BI. Analytics are provided in real-time, and you’re able to easily create visual and interactive dashboards to display key metrics and gain a better understanding of your data.
- Integrate your business systems – Dynamics 365 integrates seamlessly with other products in the Microsoft stack, including the Power Platform and Microsoft 365 (Word, Excel, Outlook, Teams, etc.) Additionally, integrations can be built to third-party systems such as Zero or Sage.
Benefits of Dynamics 365 for Legal Services
- Centralise your data
- Improve client relationship management
- Improve client communication
- Work on cases simultaneously
- Track overall performance
- Workflow automation
- Improve collaboration
- Reduce admin time
What our clients say...
view case studies“The Pragmatiq team demonstrated expert product knowledge and provided innovative solutions throughout the project and continue to provide high-quality guidance and support over post go-live managed service.”
“The strengths of Pragmatiq lie in their team who take time and care to help you define your needs before using their considerable technical expertise to create workable solutions that add business value. I would recommend Pragmatiq as a partner to anyone considering Microsoft Dynamics for their business.”
“We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”
“From the start, Pragmatiq considered our collective and individual needs and delivered an effective and impactful solution.”
“As a company, we often talk about collaboration and partnership working. This project was most definitely a real partnership to achieve a system which will help us to change the way in which we communicate with schools and delegates, supporting the customer segmentation, targeted marketing and future engagement with our work.”
“I have found Pragmatiq to be professional, innovative, focused and aligned to our requirements, for this I thank them for a job very well done.”
“The Pragmatiq technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend Pragmatiq.”
“Pragmatiq are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive.”
“Pragmatiq each project with an open mind and a desire to find the most logical and cost-effective solutions. Along with their product knowledge and attention to detail, we are confident that our system is in safe hands.”
“They have really listened – and worked hard to understand who we are and what we want to achieve. I cannot recommend them highly enough and am very glad we chose them.”
“Pragmatiq worked to tight and fixed timescales to complete a focused delivery which had real business value.”
“Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”
“The whole team is professional, engaged and reliable and I look forward to working with them again on future developments.”
“It was clear that an off-the-shelf package wouldn’t give us the security, efficiency, and ease of use that our Dynamics system would.”
“The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring.”
“They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the Pragmatiq team.”
“The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”
“We are a fast-growing business requiring a system that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are.”
“The team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements but one that will grow with us as an organisation.”
“The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with Pragmatiq and look to develop the system again in the future.”
“We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, with possibilities to add to the system. Pragmatiq are organised and professional in their approach and I would not hesitate in recommending them.”
“Thanks to Pragmatiq, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”
“They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales.”
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