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CRM Journey

In the last four years, we’ve helped dozens of businesses grow and achieve well at LawChrono.  Our CRM Journey shows you everything you need to do, from research to branding to design to development.  Begin your adventure today and get a fully personalized CRM that meets the needs of your business.

    Life Time Free

    Life Time Free

    Life Time Free

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    EASY SETUP

    #1 Simple Sign Up and Invite Your Team

    1. Register using your email address.

    .  No credit card is needed to sign up; simply use your email.

    .  No trials. It is perpetually free!

    2. Send Out Invitations to colleagues
    . Simply add the names and email addresses of your team members to invite them.
    3. Start Immediately
    . You will be sent to your dashboard to begin managing your cases, clients, and tasks as soon as your registration is complete.
    Free Registration
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    Your Firm

    #2 Personalize Your CRM

    1. Branding Customization

    .  Add your law firm’s logo, name, and footer text. Choose your      preferred colors to match your firm’s style.

    2. Set Up Payments & Calendar

    .  Configure payment options and integrate your Google Calendar for easy scheduling.

    3. Adjust Currency & Preferences

    . Change the currency and other settings to suit your region and preferences.

    Free Registration
    Contacts, matters and contract management

    #3 Add Clients, Matters and Contracts

    1. Adding New Clients is simple:
    . Go to the Clients list and click the “+” to add a new client. You can then enter their name, address, and billing information. Even assigning a team and creating unique invoice rates are options.
    2. Effectively Manage Matters:
    . To guarantee a seamless workflow, add a new matter to the Matters list by following the same easy steps.
    Free Registration
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    Planning with interactive calendar

    #4 Plan Tasks and Schedule Meetings

    1. Google Calendar Integration:
    .  Sync your client’s Google Calendar with Lawchrono CRM. This allows you to add and manage client plans directly from the CRM dashboard.
    2. Track & Schedule:
    .  Add meetings, tasks, and deadlines, ensuring that client plans are visible on both the CRM and their Google Calendar.
    3. Real-Time Visibility:
    . Clients can log in to their account and see their plans instantly on the dashboard, making it easy to stay updated on upcoming tasks and meetings.
    Free Registration
    Time and expenses

    #5 Track Time and Expenses

    1. Easily Log Time:
    .  With just one click, track the time spent on tasks and activities. Simply enter the time, select the advocate working on it, and add a description.
    2. Track Billable & Non-Billable Hours:
    . All time logged is automatically assigned to clients and matters, making legal billing effortless. You can also specify billable or non-billable hours.
    3. Customizable Rates:
    . Rates are automatically applied when logging time, and they can be customized for each client and matter. Add specific dates and detailed notes.
    4. Full Transparency:
    . Keep track of all logged hours and expenses, ensuring clear invoicing and easy financial management.
    Free Registration
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    Secure Conversation

    #6 Messenger: Secure and Private Conversations

    1. Private Conversations:

    .  LawChrono CRM’s Messenger ensures that all conversations between team members are 100% private. Only the members assigned to a case can access the messages, ensuring no one outside the case sees your conversations.

    2. Instant Communication:
    .  Send quick messages to your team or clients, and share updates in real-time, all within the platform.
    3. Secure Collaboration:
    . Whether you’re in the office or working from home, the Messenger feature keeps communication secure and efficient, with no need for external tools.
    Free Registration

    A Step-by-Step Guide to Case Success

    #7  Case Journey: Intelligent Case Management

    1. Track Case Progress:
    .  The Case Journey helps predict case timelines and automates updates, so you never miss a critical deadline.
    2. Real-Time Insights:
    . Get recommendations on case management, allowing you to anticipate delays and make data-driven decisions faster.
    Free Registration

    Join law firms that trust LawChrono to manage cases, clients, and billing in one simple platform..

    Quick signup in just minutes

    No hidden fees, ever

    Cancel anytime, hassle-free

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