Solution Overview

VakilBench's CRM solution helps law firms build and maintain strong client relationships. Manage all client information, communication history, and case associations in one centralized, easy-to-access platform.

Track every interaction, appointment, email, and phone call with your clients. Provide exceptional client service with detailed client profiles, automated follow-ups, and personalized communication that builds trust and loyalty.

Key Features

Here are the key features that make our CRM solution comprehensive:

  • Centralized Client Database
  • Complete Communication History
  • Automated Follow-up Reminders
  • Client Portal Access
  • Email & SMS Integration
  • Case Association & History
  • Document Sharing & Access
  • Client Satisfaction Tracking
  • Lead & Opportunity Management
  • Client Conflict Checking

How It Works

Building strong client relationships made simple

01

Add Client Profile

Create detailed client profiles with contact information, preferences, and background.

02

Track Interactions

Log every meeting, call, email, and communication automatically in one place.

03

Engage & Nurture

Send personalized communications, share updates, and build lasting relationships.

Ready to Strengthen Client Relationships?
Request a Demo