Solutions for Legal
Take a look at our experience and expertise deploying CRM and Marketing Automation in the legal industry below including process design, application customization, data and application integration, installation, training, and support.
Featured Legal Case Studies
Cutting Phone Costs and Enabling Lawyers to Work on the Go
As a small firm, Porter Law Firm needed a reliable phone system they could afford. Their Vonage Business Cloud solution provided powerful business phone features and gave them the communications mobility and flexibility they needed for better success.View Case Study
Featured Legal Projects
A law firm was looking into upgrading their POP3-based email system with a more reliable and easy-to-use platform. They decided to switch to G Suite by Google Cloud.
We implemented Sugar to help a mid-size law firm to not only handle the CRM process but also manage their legal matter volume.
We helped one of our clients by creating a way to identify possible duplicate entries based on a unique identifier.
We helped enable our clients to run a single report on all activities in SugarCRM.
We customized Target Lists in SugarCRM to eliminate having to manually update the lists every time an email went out.
Featured Legal Webinars
Relationship Analytics is a powerful solution for automated organizational relationship tracking.
The tool is designed to work easily and seamlessly with Sugar. Leverage Sugar and Relationship Analytics platforms to deliver real-time insights that emerge from popular enterprise productivity and collaboration applications. By mining email data, TrustSphere can intuitively show a user who in the organization has relationships with any other organization.
In this webinar see how CRM can be used to manage your firm’s referral relationships, matter pipeline, new business prospecting, and relationships.
Legal Blog Articles
UpCurve Cloud has achieved Elite status, SugarCRM Global Partner and North American Partner of the Year.Read More
Legal eBooks & White Papers
The Dynamic Duo: CRM + Marketing Automation Working Together
A discussion on the importance of integrating your CRM and marketing automation platforms, in an effort to maximize revenue.Download White Paper
Best Practices for CRM User Adoption
Our white paper provides 10 things to consider when implementing a new CRM system to avoid project failure and increase user adoption.Download White Paper
Best Practices in CRM Data Migration
Best Practices in CRM Data Migration outlines a proven framework, along with many CRM data migration tips that both CRM customers and migration developers may find useful.Download White Paper