The use of Customer Relationship Management (CRM) technology is a favorite amongst marketers, but it is also growing in popularity amongst the legal sector too. The reason for this is that by using this technology, law firms can compile information and data in a single source for each aspect of their business. This includes client management and outreach which, in turn, supports a competitive service offering.
As you all know the LEGALTECH@VILNIUS 2019 conference took place on the 27th of May in Vilnius. The conference guest of honor – attorney at law, startup consultant, Chicago-Kent College of Law, Chief Legal Officer of CompTIA, prof. Dan Liutikas – shared his insights on how to boost the legal tech sector in Lithuania.
In this Amberlo update, we introduce the possibility to set advanced policies for accessing modules and data records for each user.
In the latest release, we have improved sorting, added grouping, and totals for the search results. Grouping and totals for numeric values will allow more effective analysis of your data including invoiced and due amounts per client, overdue amounts per client, hours registered per employee, client, and matter.