Swift CRM

Swift CRM, developed by Aakarsoft Technologies, is a software solution designed to streamline business processes and organize files in a secure and centralized system for law firms. This CRM system is specifically tailored for small and mid-size law firms, providing them with tools to manage their operations more efficiently. According to the vendor, Swift CRM is utilized by lawyers, attorneys, and law firms across the legal industry to enhance productivity and efficiency.

Key Features

360 Degree Overview: Swift CRM stores the trail of communication and information in a centralized location, enabling law firms to maintain records of critical information in the legal industry.

Paperless: According to the vendor, Swift CRM reduces the need for physical storage of important papers by managing and storing data on a private, secure cloud server.

Appointments: This feature allows easy management of appointments with a single click and enables the integration of appointment booking on the law firm's website, as claimed by the vendor.

Reminders & Task: Swift CRM provides reminders and task management capabilities to keep staff members informed and meet deadlines effectively, according to the vendor.

Dashboard: The interactive and dynamic dashboard provided by Swift CRM offers real-time updates, keeping law firms updated about the happenings and activities within their organization, as claimed by the vendor.

Time-Saving: According to the vendor, Swift CRM streamlines business processes and coordination, allowing lawyers to focus more on billable work and increasing productivity.

24x7 Access: Swift CRM ensures access to important files and folders anytime, anywhere by storing data on a private cloud server, as stated by the vendor.

Reporting: According to the vendor, this feature provides actionable insights and measures workload, active cases, staff performance, and more, helping law firms analyze their performance and efficiency.

Multi-User: Swift CRM allows law firms to assign the right role and access to staff members, differentiating between front-office, back-office, and accounts roles, as claimed by the vendor.

Communication: Swift CRM keeps a trail of all communication within the law firm, ensuring effective team collaboration and minimizing miscommunication, according to the vendor.