Client and Contact Management
Easily keep track of information about clients, prospects and contacts and effectively manage your business development activities. ProLaw streamlines your contact relationship essentials so you don’t miss one communication or lead.
- Obtain immediate access to a variety of client, prospect and contact information
- Easily view comprehensive financial and matter information about existing clients
- Streamline marketing activities such as sending out holiday cards, newsletters and information about new service offerings
Client and Contact Management Features:
- Capture a complete record for each contact, including multiple addresses, phone numbers, email and Web addresses, and related matters and contacts
- Accelerate searches with simple and robust search and query capabilities
- Track prospects, clients, vendors, related parties and expert witnesses
- Store relevant documents at the contact level such as resumes, corporate records, news articles, awards, press releases, and credit reports
- Automatically synchronize ProLaw with attorneys’ Outlook contacts
- Track documents, appointments and notes for specific clients
- Easily find documents that have familiar, industry-standard icons for Word, Excel, email, images and PDFs
- Centralize communications, such as email, phone and mail
- Track marketing activities per client or prospect
Contact your ProLaw account representative by completing the Information Request Form or by calling +1 800-977-6529.