CRM sales support and settlement

The law firm's task is to provide specific risk protections for clients and to support their clients in all insurance-related matters. To do this, special contracts are negotiated with insurers. Clients, insurers and contracts have to be managed; as do all activities, correspondence and dates that the law firm administers. It must be possible to make statements at all times about the contract status, financial outlook or a client's or insurer's activities. All the essential data for a client, insurer, contract or activity should be available to employees with just a few clicks. All the law firm's services, from phone calls through to on-site consulting, are entered to the minute in an accounting system and are processed with the settlement system. Cash flows between the law firm and client or insurer have to be checked and controlled. Workflow and schedule management are available by means of reminders. The system provides convenient support for the creation of "mass bills" and serial e-mails.