Contact Management

ALL INFORMATION IN ONE PLACE

Contact Management (CRM)

Amberlo provides simple yet powerful contact management. It organizes all the information around your contacts including matters, contracts, documents, tasks, timesheets, invoices, and payment information. You can also easily see who created the contact as well as when it was last updated (and by whom). So no more searching through emails or even cell phones. No more asking others in the office if they have updated information for a client or contact.
Contact Management
User defined fields

Manage Existing Clients With Increased Visibility

View existing active tasks, create a follow-up or new task directly to ensure you are always up to date on communication. Moreover, easily send emails from a client card and with an integrated time tracker capture every activity and save it back to the client. You and your staff will have up-to-date information and instant access to the data they need and when they need it.
All in one

Law Professionals achieve more with Amberlo

Work smarter with Amberlo. Plan and coordinate your teamwork, manage your clients, matters and related information including emails, documents, tasks, time sheets, invoices and payments - all in one place.
Contacts
Full-featured CRM module
Matters
Matter related information in one place
Legal Calendaring
Stay current on all case events and deadlines. Manage your firm's case, staff, and client events with ease
Time & Expense Tracking
Capture time and track expenses from anywhere, at any time
Legal Billing
Full billing workflow - from accurate time recording to customizable invoices
Emails
Write, Review and Organize Emails. With integrated time tracking capture every activity
Documents
Store, edit, and sync all your documents
Reporting
Track your performance with integrated analytics

Join The Thousands Of Satisfied Law Firms Using Amberlo

Registration takes only few minutes. No credit card required. Cancel anytime.

Send a Message

aaa