Legal CRM and Marketing

Build meaningful client relationships that directly help your business achieve its goals.

We’ve built our client relationship tools to help you gather client data and use it meaningfully to nurture contacts as they become prospects, leads, customers and loyal evangelists of your firm.

Comprehensive client history data is easily accessible. Your lists can be segmented and data used to deliver highly targeted emails at the optimum time.

Once on board, our client collaboration tools offer incredible customer self-service, keeping your clients up-to-date with case progression via their choice of media.

Empowering you to build better Client Relationships

Communication is key. Our customer relationship and marketing tools make it easier to stay in touch and nurture great relationships.

Client Relationship Management

Store detailed client data securely and centrally for use in future targeted campaigns.

Create Marketing Lists

Segment your client data into lists to ensure they receive the right information at the right time.

Full Client History

See full history of matters, contact the client has had with the firm and marketing they’ve received.

Advanced Reporting

Identify profitability of clients and referrers and forecast earnings from new prospects.

“The evolution that it opens up in terms of being able to work from home, to scan documents and attach them to the file and have everything contained in one place so that information isn’t spread around different systems.”

Justin Lingard, Solicitor and Director , Margraves Limited

Book a Demo

Contact a member of the SOS team today and organise a hands-on demo of our software.

Book a Demo