— Expert

Automated CRM for law firms

The KGM automated CRM centralizes information about clients, contacts, matters, actions and deadlines. It is updated from the firm’s activity to reduce manual data entry and highlight matters requiring attention.

Comprendre l’outil Prendre RDV

Prompt

Analyse

Action

Sortie

The problem: a CRM that is not updated quickly becomes useless

Traditional CRM systems require teams to manually enter interactions, tasks and status changes. When this updating is not performed, data becomes incomplete and no longer supports accurate work prioritization.

How it works

Information centralization

Clients, contacts, matters, tasks and deadlines are grouped in a shared view.

Automatic updating

Actions performed in KGM tools update relevant CRM information.

Prioritization

Pending matters, upcoming deadlines and required actions are highlighted.

Follow-up tracking

Scheduled, completed and unanswered follow-ups are centralized and traceable.

Use cases

Track the firm’s clients and contacts.

Identify matters with no recent activity.

Centralize upcoming deadlines.

Schedule and track follow-ups.

Prioritize the team’s daily work.

Information available according to responsibilities

CRM data may reveal the existence of a client, the nature of a matter or a confidential action. Access must respect the permissions assigned to each user.

Automatic updates must remain traceable so the origin of information can be understood and corrected.

FAQ

Does the CRM need to be updated manually?

Some information can be updated automatically from actions performed in KGM. Users can then complete or correct the data.

Can the CRM track follow-ups?

Yes. It can centralize scheduled follow-ups, completed actions, received responses and next steps.

Related tools

Essential