The All-in-One
Legal CRM
Platform
All the tools to convert Leads into Clients.
None of the fluff.
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From the moment the Leads arrive
Your team will have everything they need. And so will you.
Leads
Find included all the features you'd expect from a top-notch CRM. All aspects have been optimized to make Lead Management a breeze.
Communication
Reaching your Leads in a timely manor is paramount for your business. We offer online phone, email, and sms support built right in.
E-Sign
One of the last steps before you can call a Lead a Client, is the paperwork. E-Signatures make this step easier for all parties involved.
Responsive Design
No matter which device you use your experience with the platform will be similar. Grab your tablet on the go to sign a retainer in person or collect Lead details. Follow up with a text from your smart phone. Manage your team from your desktop.
Team Management
You're only as good as your team can perform. Know who needs support and what stage they may be stuck on. Have details of team performance at a glance.
Advanced Reporting
Pull detailed reports tailored to display your company's performance. See Leads converted, marketing source performance, or compare stats week over week. Just to name a few.
About PILCRM
Born after years of using programs that didn't quite cut it. Or proviers who prioritized the needs of their other customers. We decided enough was enough.
PILCRM set out to do all the things needed without the fluff.
Get the help to the people who need it in the most efficient way possible as quickly as possible.
That's the goal.