CRM für Kanzleien

CRM zur Aktenverwaltung mit Stundenabrechnung, Fristen und Gerichtsterminen, NDA-Protokoll und DSGVO-konformen Löschfristen, das Betriebssystem einer modernen Kanzlei.

NDA auto

Hours billing

eSąd ready

Pakete ansehen

Probleme in Kanzleien

01Matter records scattered across drivesDocuments in OneDrive, contacts in Outlook, hours in Excel. Junior associates spend 40% of time searching.

02Court dates missed because of calendar chaosEach lawyer keeps their own calendar. The firm has no shared deadline view — and missed terms cost cases.

03Hourly billing is a manual nightmareTime tracked in spreadsheets, copy-pasted into Word invoices. End of month is two days lost to admin.

04NDA + conflict-check is informalYou sign an NDA and forget. New mandate comes in — does it conflict with an existing client? No system can tell you.

Szenarien im Rechtsbereich

01Matter / case managementOne file per matter linking client, opposing party, documents, hours, court dates and outcomes.

02Court calendar (firm-wide)Every court date for every lawyer, in one calendar. Deadline alerts, auto-reminders, conflict warnings.

03Hourly billing engineTime entries linked to matters, blended rates, draft invoices in one click. KSeF B2B output.

04NDA + conflict registryEvery signed NDA and engagement on file. New-client conflict check in seconds, not weeks.

Was enthalten ist

Zentrale Module

MattersCalendarHoursDocumentsBillingConflicts

Integrationen

MecenasCoraseSąde-DoręczeniaKSeFMicrosoft 365

ROI für Kanzleien

−50%admin time per matterAuto-fill from templates, integrated billing, central document store — associates focus on legal work.

0missed court datesFirm-wide calendar with redundant alerts replaces personal-calendar chaos.

1click to draft invoiceHours, matter and client roll up to a KSeF-compliant invoice in seconds.

Projekte im Rechtsbereich

Wir pilotieren mit zwei Boutique-Kanzleien in Warschau. Verwandte Projekte zu Aktenverwaltung und B2B finden Sie im Portfolio.

FAQ CRM für Kanzleien

Mecenas / Coras integration?

Yes — both via official APIs. Two-way sync of matters, contacts and documents.

eSąd / e-Doręczenia support?

Yes — direct integration. Court submissions and deliveries logged automatically against the matter.

Hourly billing — flexible enough?

Yes — blended rates, fixed-fee, contingency, retainer. Per-lawyer, per-matter, per-task configurable.

Conflict-check workflow?

Yes — automated lookup against parties, related entities and beneficial owners. Manual override with audit log.

Document management — replaces SharePoint?

For matter docs — yes. Integrates with Microsoft 365 for general office documents.

KSeF invoicing?

Yes — KSeF-compliant invoice generation. Ready for the 2026 mandate.

Brauchen Sie einen Voice-Agenten für die Erstaufnahme?

Verbinden Sie das CRM mit unserem KI-Agenten: Anfragen neuer Mandanten rund um die Uhr qualifizieren und vor dem Termin auf Interessenkonflikte prüfen.

KI-Agent für den Rechtsbereich ansehen

Recht

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