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legal360 engage

SAGlobal

Easy, Fast, and Flexible CRM solution pre-built specifically for Law Firms

Overview:

Legal360 CRM solution is an application layer built on top of Dynamics 365 that provides a comprehensive set of business development, marketing, experience management, and relationship intelligence tools for the Legal industry. The Legal360 system and the associated best practices consulting provides the foundation law firms need to maintain a clear picture of clients, matters, contacts, pursuits and growth initiatives.

Enhancements: Legal360’s pre-configured and flexible layer can be quickly implemented and is easy to use via the familiar outlook user interface and mobile/tablet devices. Legal360 adds over 2,000 enhancements specifically for the Legal industry such as:

  • Including off-line functionality
  • Centralized Contact Management & Relationship Intelligence
  • Company, Client & Account Management
  • Sync360 Data Harvesting & Synchronization Tools
  • New Matter Leads & Pursuit Management
  • Client Strategy & Opportunity Tracking
  • Matter & Case Information Tracking
  • Employee Experience & Qualification Tracking
  • Document Assembly for Resumes & Qualification Packages
  • Referral Management & Reporting
  • 100% Mobile Functionality for Employees On-the-Go
  • User, Practice Group & Firm-wide Dashboards

Sync360: Legal360 uses a unique integration and synchronization tool to harvest existing data from your firm’s business systems and builds valuable relationships between all your data. This creates a single organized location for all your data making a CRM that works for you.

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