View all your client's activities in one place, from calls, meetings, emails, and SMSes to shared documents.
Get your case conversation history and updates directly from the Activity section. Search for the activities just by filtering them.
Vtiger is a customizable CRM for Law firms to build long-lasting relationships with their clients.
It is affordable and easy to maintain, and perfect for customer-centric business.
Schedule 1-1 Demo today!Vtiger is an open-core CRM powering 300,000 businesses across the globe, ranging from startups and SMBs to global financial institutions and government firms. Vtiger has been listed on Gartner's Magic Quadrant for Sales Force Automation for 4th time in a row.
Embed webforms to capture website visitors as leads effortlessly.
Pin down prospects from social media with just a few clicks.
Import Contacts/Leads quickly from external sources like Google Contacts, CSV files, .vcf, or emails. Automatically capture leads from inquiries via email, chat, or phone.
View all your client's activities in one place, from calls, meetings, emails, and SMSes to shared documents.
Get your case conversation history and updates directly from the Activity section. Search for the activities just by filtering them.
Upload all your legal documents and share them with your clients easily. See how your prospects engage with every document you share at the page level.
Collaborate with your clients privately on sensitive documents right from the document viewer.
Vtiger integrates with common third-party applications like Google Drive, Dropbox, and OneDrive.
Create appointment pages for your clients to schedule meetings in a few clicks. Vtiger CRM sends reminder email notifications to invitees so that you never get into an empty meeting.
Use Print Templates to create custom PDFs to send documents for review and signatures.
You can specify your preferred currency, number system, decimal separator, and digit grouping separator.
Send PDF files to your clients and get your documents digitally signed.
You can decide the order when sending the documents to multiple signatories.
Vtiger integrates with popular eSign apps like DocuSign and Zoho Sign.
Try Vtiger CRM for Law firms for free!