A CRM That’s Actually Built for Law Firms
You’ve seen every so-called “solution” under the sun, but most tools are built for anyone but lawyers. We’re different.
ONE PLACE FOR YOUR PRACTICE
A Single Home for Your Entire Practice
We work with you to develop a solution that meets your needs the most effectively. We have many years of experience providing businesses like yours with the solutions they need, and we are happy to provide estimates for projects of any size.
DigitalSocius is committed to providing reasonably priced, high-quality goods and services.
Key Features That Actually Matter
Matter & Case Management
- Centralized Dashboards: Track cases at a glance open matters, key deadlines, associated documents—all in one intuitive view.
- Smart Task Alerts: Never miss a filing deadline or client update again. The system pings you with timely reminders, so your to-dos don’t slip through the cracks.
- Secure Document Vault: Upload, tag, and store every contract, brief, and email thread in a repository that’s protected by strict user permissions.
Conflict of Interest Management
- Automated Checks: Quickly identify potential overlaps in client representation, ensuring new matters don’t compromise existing relationships.
- Comprehensive Client Records: Leverage a centralized database of clients, matters, and previous engagements for real-time conflict detection.
Time & Billing Precision
- On-the-Fly Time Capture: Log billable hours with one click—whether you’re in the middle of drafting or just finished a client call.
- Tailored Invoicing: From hourly rates to flat fees and retainers, customize how and when you bill.
- Online Payments & Integrations: Speed up collections with payment gateways and direct sync to your accounting software of choice.
Client Engagement & Collaboration
- Branded Client Portal: Offer clients a secure login to review case updates, share documents, and communicate directly—without cluttering your inbox.
- Built-In Communications: Email and chat right in the system, auto-linked to client matters, so all interactions are easy to trace and reference.
- Calendar Sync: Keep track of important hearings and client meetings. Sync with your existing email client to stay on top of your schedule.
Real-Time Reporting & Analytics
- Customizable Dashboards: Track billable hours, outstanding invoices, case progress, and team workloads in real time.
- Drill-Down Insights: Sort data by attorney, practice area, or matter type to spot trends and optimize how you work.
- Predictive Forecasting: See potential bottlenecks before they escalate. Use data-driven insights to improve efficiency and client satisfaction.
Compliance & Data Security
- Enterprise-Grade Encryption: Safeguard every piece of client data, from case notes to payment details.
- Granular Access Controls: Grant each team member exactly the level of access they need—nothing more, nothing less.
- Audit Logs: Every action is time-stamped and recorded for compliance checks or internal review.
FAQs
How tough is the switch?
We’ll handle the heavy lifting of migrating your historical data—whether it’s from clunky legacy systems or scattered spreadsheets—so you can maintain business as usual.
Will this replace everything else we use?
Only if you want it to. We believe in seamless integration, not arm-twisting. Keep the tools you love; we’ll connect to them so data flows smoothly.
How quickly can we go live?
Every firm’s different, but we typically get teams up and running within weeks, not months. After a brief discovery, we’ll map out a realistic timeline and stick to it.
What if my team needs help?
We offer dedicated training and ongoing support. Have questions a month or even a year down the road? Our door is open, no extra hoops to jump through.
How does this stay secure?
We apply best-in-class encryption, conduct regular security audits, and enforce strict role-based permissions. Rest easy knowing your client information is locked down.
WHY CHOOSE US?
Ready to Transform How Your Firm Works?
Tired of toggling between half-baked apps and wrestling with outdated systems? Let’s cut through the clutter with a tailored CRM that fits your practice like a glove.
We’ll walk you through exactly how this platform works, answer your firm-specific questions, and show you how to make your day-to-day operations a whole lot simpler.