How to present the legal proposal you created? Our tip is to use tools designed to:
document automation;
centralization of data, information and customer management;
design and formatting;
collaboration and communication;
digital signature.
1. Document automation
Tools like HotDocs and Thomson Reuters Contract Express automate the creation and management of custom legal documentation.
Hot Docs offers features such as customizable ready professors edu email addresses - made templates, data management features for automatic filling of information and integration with other document control systems .
Thomson Reuters Contract Express has similar functions and differs in that it uses Artificial Intelligence to provide the user with suggestions for filling in and adding information.
Both tools are in English and help increase efficiency, save time and reduce errors in the legal document creation process.
2. Centralization of data, information and customer management
The more proposals you send, the more chances you have of attracting clients to your law firm, don't you agree? However, it is essential to closely monitor this flow so as not to forget follow-up deadlines and miss out on good sales.
A CRM for lawyers (Customer Relationship Management) is the ideal system for monitoring the journey of leads, prospects and customers, from pre- to post-sales.
It is a customer relationship management software that centralizes data, information, contacts, service history, and generates valuable insights for decision-making and commercial strategies.
See the infographic below for the advantages of using a CRM.
presentation of legal proposals
Agendor is a Brazilian CRM that helps manage customer relationships from the very first contact. In a law firm, it helps to:
monitor the customer portfolio;
review sales processes;
create multiple funnels to meet different needs;
record the submission of legal proposals and monitor response times.
Understand all the possible uses in the article: “ CRM for lawyers: how to choose and how to adopt the solution? ”
3. Design and formatting
Canva and Adobe InDesign are perfect tools for creating visually appealing and professional proposals.
Both are online platforms that facilitate the design of different types of documents, such as presentations, business cards, logos and newsletters.
Canva stands out for being extremely intuitive and offering a free version with several features — in addition to a paid version with more complete resources, including AI-based tools.