Proclaim enables you to track and analyse Client Relationship Management activities from within your Case Management solution.
There is huge interest in Client Relationship Management (CRM) among law firms and commercial entities of all shapes and sizes. The key thing to bear in mind is that ‘CRM’ should not mean a separate discipline or product. Management of prospects, clients, referrers and subsequent ongoing relationships should all be carried out within your main Case Management system. After all, that is where you store and manage the bulk of your data – repeating this outside of the system represents a duplication of effort (and if you’ve invested in a 3rd party CRM solution, a possible waste of money).
Proclaim contains the tools you need to build CRM into your everyday processes and manage your ongoing relationships.
CRM should lie at the heart of what you do. It should not be a mysterious, arm’s-length function.
Proclaim enables you to: