- Designed For
- IT & Web Professionals
- Sales Professionals
- Marketing, Advertising, PR
- Consultants & Advisors
- Small Legal Firms
- Business Services & Assistants
Service Business Software | Legal Firms, Financial Advisors
Are you a small legal firm? Need a solid solution to managing the ever growing amount of information surrounding your clients and cases? Do you have an efficient and organized method of billing your clients?
Most legal software solutions have been developed with large firms in mind. Finally, a solution for boutique firms is available and affordable.
CASE STUDY: How service business software propels Solany in a better direction.
- CRM for Small Legal Firms
- Manage all your client contact information from anywhere in the world via our comprehensive contact management software.
- Use custom tags on your contacts. Label people and parties as plaintiffs, attorney, defendant etc.
- Monitor your customer’s queries and concerns via online forms.
- Quickly provide proposal estimates and quotes from leads and instantly convert quotes into invoices
- Project Management for Small Legal Firms
- Manage all your case information from anywhere in the world.
- Conduct live conferences via online chat.
- Create searchable folder hierarchies to upload all important files and documents.
- Share files and documents with clients and employees or mark files private.
- Detail your projects by breaking them into prioritized sub projects, tasks and sub tasks. Collaborate with employees, contractors and customers by assigning tasks with set deadlines and reminders through email notifications - all through our task management software.
- Use convenient RSS subscriptions to projects so you are notified of any project progress or potential issues.
- Billing
- Manage your billing options by clocking your time, use milestone billing, product billing or subscription billing.
- Manage all your billing activities such as unbilled or overdue invoices, view cash flow status and make payments or partial easy for your customers by integrating PayPal, Google Checkout, Authorize.net and other payment gateways into your website.
- Workflows
- Created searchable folder hierarchies to upload all important files and documents.
- Share files and documents with clients and employees or marked files private.
- Manage projects and task in one convenient location.
"Fantastic Product."
"I tried a lot of products before choosing WORKetc and I am a very happy customer. Not only does this product tick all the boxes off but it offers more, including real human beings to talk to when a support issue pops up. Google apps integration now makes the product complete. Thank you for creating this app for your already fantastic product. You have a customer for life! :)"
Angela Antill, WORKetc customer
"I tried a lot of products before choosing WORKetc and I am a very happy customer. Not only does this product tick all the boxes off but it offers more, including real human beings to talk to when a support issue pops up. Google apps integration now makes the product complete. Thank you for creating this app for your already fantastic product. You have a customer for life! :)"
Angela Antill, WORKetc customer
"I know there is so much more we can be doing by using WORKetc. I am encouraged and have committed to our organization that we will be using WORKetc more and more each day."
Robert, WORKetc customer
Robert, WORKetc customer