CRM pentru case de avocatură

CRM de gestiune a dosarelor cu facturare la oră, urmărirea termenelor de judecată, registru NDA și retenție conformă GDPR: sistemul de operare al unei case moderne de avocatură.

NDA auto

Hours billing

eSąd ready

Vedeți pachetele

Problemele caselor de avocatură

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.

Scenarii juridice

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.

Ce include

Module cheie

MattersCalendarHoursDocumentsBillingConflicts

Integrări

MecenasCoraseSąde-DoręczeniaKSeFMicrosoft 365

ROI pentru case de avocatură

−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.

Implementări juridice

Rulăm pilot cu două case de avocatură boutique din Varșovia. Vedeți în portofoliu lucrări similare pe gestiunea dosarelor și B2B.

FAQ CRM pentru avocatură

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.

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Juridic

Gata să implementați CRM-ul?

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