Law Firm CRM Package

$2,500 (fixed fee)*

Get started with the right CRM system and grow your clientele.

Package Inclusions:

✔CRM Software Consultancy

Expert advice on selecting the right CRM software for your firm’s needs and budget

Review of options

✔CRM Setup

Working with vendors for tailored CRM system configuration to match your firm's needs.

✔CRM Training

One-on-one training for your team on how to use the system effectively.

Custom user guides and support material.

✔Basic Automation Setup

Initial automation of lead tracking and client follow-ups.

*Fee excludes vendor subscription costs.

Our CRM Specialisation and Recommendations:

Hubspot

Active Campaign

Zoho

Clio

MailChimp

Our CRM Partners