Our team brings experience gained from working at Intapp and OnePlace, implementing and integrating these platforms. We have worked both in-house and directly on the client-side, so we fully understand and appreciate your requirements and how law firms work internally.
We offer a full service including functional and technical consultants to help you harness the power of your CRM and maximise your investment.
We are here to help with all things CRM - from implementing a new platform to configuration changes and support with training and adoption
Whether this is your first CRM, or you’re making a change, we can work with your internal teams to implement a new CRM platform and migrate your existing data, processes and users.
As your needs and understanding of your CRM platform evolve, we can work with you to update and enhance your configuration and processes.
Bringing your Finance and HR data into CRM will help you show a full picture of your clients and reduce manual effort in keeping users and employees up to date.
If you’re short on resources, or need regular access to CRM expertise, our Managed Service offering gives you access to our team for two or more days per month.
From planning to post-training support we provide course design, development and delivery of train the trainer and admin/super user deep-dive sessions. Early go-live we provide floor-walking and drop-in sessions.
Adoption of CRM is essential for a successful roll-out. We can run adoption workshops, provide guidance on comms planning, and help you formalise the benefits of CRM.