How Dynamics 365 Makes Managing Your Law Firm Easy

by | Dec 20, 2016 | Dynamics 365 CRM for Vertical Markets, Microsoft Dynamics 365, Microsoft Dynamics 365

As any attorney will tell you, it’s difficult to juggle managing a firm and practicing law at the same time. You need to manage schedules, maintain communication with clients, track and bill for your time and organize important documents. It’s easy for such mundane tasks to distract you from what’s most important – practicing law and ensuring your clients’ satisfaction.

This is where customer relationship management software such as Microsoft Dynamics 365 comes in…

Dynamics 365 simplifies your operations to make managing your law firm easy and effortless.

This means you can focus on giving a great level of service to your clients while Dynamics 365  runs your firm for you. Dynamics 365 helps you nurture new leads, strengthens existing client relationships, ensures you collect and bill on time, manages your time effectively and makes administrative duties flow. So, you and your team can be more productive, perform better, and help your firm grow.

Dynamics 365 can save your law firm money.

Did you know acquiring new clientele costs 8–12 times more than doing repeat business with your existing clients? Strengthening existing client relationships and nurturing new leads is vital to law firms. Law firms need a steady flow of work to grow.

In addition, Dynamics 365 helps keep your administrative costs down by streamlining your accounting and invoicing processes. Streamlining your accounting and invoicing processes reduces time and expedites payment. Dynamics 365 manages billing receivables, trust accounts, payroll, and creates financial reports as well. Dynamics 365

So, as you see, Dynamics 365 keeps your costs down and grows your profits.

Find important information quick and easy.

Dynamics 365 provides law firms with a central database, as well as fast and flexible searching.  All important information is stored securely in one place for quick and easy access by all your team. Law firms handle a lot of sensitive data. With Dynamics 365, you can rest assured that your clients information is safe and secure. Dynamics 365 also keeps track of engagement with both new leads and existing clients – making it easy to strengthen client relationships.  All notes, task, contacts are linked to specific cases. Because of Dynamics 365’s easy integration with familiar Microsoft products (such as Word, Outlook, and Office 365), it is easy to use. Dynamics 365 fosters better communication and collaboration between team members – increasing firm efficiency.

Dynamics 365 offers many great advantages:

  • Increases client retention and repeat business.
  • Saves time as it gives instant access to all customer data.
  • Assesses the health of each client relationship.
  • Tracks and monitors emails in Microsoft Outlook.
  • Follows up on leads and helps turn them into new clients.
  • Helps you manage your social media.

Promotes Operational Flow and Enhances Time Management

One of the biggest obstacles firms face is with managing their time effectively. With Dynamics 365, all important information is in one single system – making it easier to manage data.

By centralizing all your administrative functions and services firms can easily standardize forms, work-flow systems, and office policies and procedures. This insures consistency among firms with multiple offices. Dynamics 365 greatly reduces the time it takes to assemble documents. With document assembly in Dynamics 365 lawyers are able to efficiently create legal documents from automated templates – encompassing simple forms and letters to complex legal documents. Not only is it easy to draft documents, but also documents like to word processing programs. Since your document management is streamlined, the time and energy required to find essential documents is greatly reduced.

It simplifies your operations in the following ways:

  • Organizes and manages all aspects of your practice – allowing you to focus practicing law.
  • All communications, contacts, documents, calendar events and invoices at your fingertips all the time.
  • Increases productivity by taking care of all your copying, imaging, filing and mailroom functions.
  • Records and tracks your court dates, client meetings, and other important dates and times.
  • Lists and reminds you of milestones, upcoming meetings, court dates, and other important pending matters.
  • Eliminates the need to manage multiple spreadsheets, calendars and to-do lists.
  • Ensures everyone stays on track and increases productivity.
  • Reduces costs and supplies information more quickly and reliably.

Accurately Tracks Time and Maximize Your Daily Billable Hours

With the majority of work being billed by the hour, the financial success of your law firm largely depends on you accurately tracking your time spent working and prompt billing. Dynamics 365 links time, billing, and accounting programs, as well as generating client invoices. Dynamics 365 improves workflows to increase billing speed and improve cash flow – potentially leading to better client communication.

Dynamics 365 allows you to accurately track your time and bill efficiently in many ways:

  • Access information instantly and bill an extra half an hour to an hour a day.
  • Be reminded of clients´ debts with features like pop-ups to ensure they´re billed.
  • Saves time spent going through multiple sources as all information is at your fingertips.
  • Provides a better service to keep your clients happy.
  • Keeps track of everything with ease for increased productivity.

This means you can quickly separate your intra-office communications from your time spent working with clients to maximize your daily billable hours and grow your profit margins.

Keep you clients happier

One of the many challenges law firms face is that of keeping clients happy. It is vital that a law firm strives to maintain consistent, clear communication with its clients on their pending legal matters. Because of all the time savings you’ll experience with Dynamics 365, you will have more time to devote to communication with clients. Automation of letters, emails, and documents allows you to get back to clients faster. In addition to being able to keep your clients better informed, Dynamics 365 also provides layers with the ability to track the health of client relationships. In a glance, you can know which client needs your immediate attention. Remember – a happy customer means more repeat business and referrals.

Nurturing leads, enhancing client retention, improving time management and maximizing billing are just some of the ways Dynamics 365 can help your law firm run smoothly and grow. It can also help you in areas like recruitment, staff management, cost control, planning and protection against costly computer viruses. For more information about how Dynamics 365 can improve your law firm’s productivity, contact the experts at enCloud9.

Now it’s Your Turn

enCloud9 has one of the most experienced Microsoft Dynamics 365 CRM teams in the US. We have experience helping law firms increase productivity. we respond quickly with our expertise to answer your questions.

Our history dates back to 2009, but our experience dates back even longer. Our consultants have been advising companies like your for almost thirty years to give them the tools to achieve their goals. Our experience leads to your success. We use our unique approach to help small and medium-sized businesses lower their costs and boost productivity through Microsoft’s powerful range of cloud-based software.




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