Contact Management


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.
One Platform. Endless Possibilities.

Law Firms achieve more with Amberlo

Managing a law firm data requires synchronicity of complex working processes. Amberlo enables you to manage matters, clients, and related information including emails, documents, tasks, timesheets, invoices, and payments - all in one place. It makes it easy for lawyers to collaborate on one case and share different pieces of information in a simple way.

Full-featured CRM module. Keep track of all your contact details like name, number, address, email, notes, tasks, events, invoices, payments, and more.

Matter related information in one place - a bird’s eye view of all the constituent elements of a matter along with smart stats to keep you abreast of vital information.

Stay current on all matter events and deadlines. Once you create an event in the calendar, see that specific matter and access the entire client file from any calendar event.

Capture time and track expenses from anywhere, at any time. Easily mark time entries as billable or non-billable to get a clarity on where your time and money is going.

Full billing workflow - from accurate time recording to customizable bills. Create & approve bills, automatically apply discounts, and send bills via email right from Amberlo.

Write, Review and Organize Emails. With integrated time tracking capture all your time working on emails. Every matter-related email is quickly accessible within that matter record.

Store, edit, and sync all your law firm's documents. Upload a template and automatically fill in contact and matter details so you could save time and eliminate errors from inaccurate drafting.

Easily track your performance with integrated analytics. See how many hours your firm has captured and billed in an easy-to-understand visual dashboard. Identify opportunities to adjust workflows and better allocate resources.

Join The Thousands Of Satisfied Law Firms Using Amberlo

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