Legal-Services Operations and Marketing Platform
Legal services and client-case operations
An operational CRM connects leads, calls, enrichment, cases and reporting in one workspace for representatives and management.
The challenge
Lead and client information moved between advertising channels, phone systems, separate tools and manual processes. Representatives and managers lacked one view of ownership, handling and performance.
The solution
We built a tailored Zoho CRM environment with workflows for leads, contacts and cases, telephony integration, lead enrichment, a client portal and role-specific dashboards. Marketing data is stored in a shared data layer and connected to the customer record.
Our Approach
Technologies Used
The service behind this project
Business automationThe result
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