prompter CRM solution for law firms

Client Relationship Management for Law Firms

Improve client experience

Take advantage of cross-sell and up-sell opportunities

Reduce the burden on your busy fee earners

Maximise the fee earning potential of your entire team

Boost your income potential with a fully-managed CRM service that offers effortless business development for law firms and fee earners.

CRM for law firms

Designed specifically for small and medium-sized law firms who want to improve business development and client experience, Prompter is a cost-effective solution with an experienced team working hard behind the scenes to identify business development opportunities.

You don’t need technical skills or the ability to manage data effectively; we do that for you with regular prompts, nudges and advice to maximise your interactions.

We identify business development opportunities to help grow your client base and ensure every fee earner maximises their potential.

Imagine a Law Firm CRM system that’s so simple to use that…

  • No one needs to learn how to use it
  • You can trust the client data you see
  • Users stop saying “there are too many duplications”
  • Time is freed up to spend on more valuable activities
  • You can track your business development activities more easily
  • You can easily forecast client pipelines.

All this, and you don’t even have to manage, maintain, monitor or support it yourselves.

MINIMAL RISK

Worried that Promptr CRM might not be for you?

As you are not tied into any long-term contracts, you can cancel your Promptr service if you feel you are not getting the maximum benefits.

Or, we are on hand to chat about how to improve your processes to kick start your business development.

Easier. Simpler. Effortless.

Promptr Law firm CRM screen shot

Route To Success

Our aim is to get your business development firing on all cylinders. We watch, we learn, and then we implement so that you realise your investment fast and effectively.

?

Month One – Agreement

Sign Contract & Non Disclosure Agreement (NDA)
Sign Service Level Agreement (SLA)
Firm launch communications

?

Month Two – Sniff Mode

Install Outlook correspondence tracker
Watch Promptr harvest contacts and report on activity
Firm communications
Data updating starts
?

Month Three – Launch

Launch to firm
Promptr made visible in Outlook
Tips & Training starts
User support starts
?

Month Four – Support

Alerts, Dashboards & BD Leaderboard starts
Reporting starts
Quarterly NPS style User satisfaction survey start
Monthly Newsletter to contacts

Client Feedback

{

Simon helped us to boost bookings on our paid training courses significantly

Selwyn Blyth
Employment Partner, Pinsent Masons
{

What Simon doesn’t know about CRM in professional services isn’t worth knowing.

Emma Massingham
Client Listening Advisor for Legal Sector
{

Having undertaken projects with many professional services firms, Simon’s input into the CRM strategy
makes for one of the most effective I have come across

Independent CRM Project Manager to Legal sector
{

The system Simon has developed, it just works…

Jo Miners
BD Consultant to Legal Sector
{

It’s rare to find a self-confessed database geek with such a good sense of humour and such a good
grasp on how IT can be used to really support the business.

Katie Dignan,
Bid Director Pinsent Masons
{

In addition to technical knowledge… Simon also has excellent commercial insight.

Chris Blakeley, Head of Clients and Sector, International Law Firm
{

Simon has a knack for keeping it simple for users but delivering real business insight.

Director
Pinsent Masons LLP
{

We couldn't have won the client without the CRM system

Partner
Gowling WLG (UK) LLP

Imagine a CRM database where you never hear “not another database” from your lawyers

Promptr doesn’t look a traditional CRM, or act like one. In fact, your fee earning lawyers and solicitors will hardly even need to use it. Everything is done behind the scenes for them.

Imagine a CRM database that you don’t have to monitor or maintain

All the back-end processes, reports, alerts, data maintenance and monitoring is managed for you.

Promptr is a complete handholding service so that all your lawyers need to do is log when they do their business development. And they don’t even have to remember to do it – they’ll receive prompts when the system thinks they’ve done it.

Frequently Asked Questions

Below you will see some general FAQ’s. If you have any specific questions, or would like to see a demo, why not get in touch?

How does Promptr work?

Promptr CRM for Law Firms is an add-in for Microsoft Outlook, backed up by experienced CRM professionals.

When loaded, you see an information bar which can be turned on or off as you prefer. Promptr gives you instant knowledge about the contact in Outlook. Once your contacts are added into the system (where they have email addresses), it will track who is emailing and meeting your contacts and how often. This will help you see which of your contacts are engaged. You don’t need email addresses for all contacts, you can still log and track business development activity with them.

Promptr is a fully manged service, so we monitor activity, train users, manage data and provide reports on activity for you. You won’t have to lift a finger to run this BD and CRM system.

What technology do I need?

Promptr CRM works on all versions of Outlook sold since 2008, Office 365 included. Our IT team will liaise with your IT team to install the Outlook add-in to your system and computers, and set up the Single Sign-on (SSO). You will then see a CRM icon in your Outlook toolbar. You click it to hide / unhide the information pane. Turning off the pane does not affect the alerts, reminders and prompts that will arrive based on activity, or the interactive reports and dashboards.

How much does Promptr cost?

Prompt CRM for Law Firms is paid monthly, based on the size of your firm. Please see the pricing brochure for up-to-date details

How long is the contract length?

There are no long contracts with Promptr CRM for Law Firms. You can cancel at any time with one month’s notice.

How secure is the data?

Your data is held on Amazon Web Services (AWS), on UK servers. All cloud data is transferred securely via SSL from Outlook to your dedicated database and is encrypted on all transfers.

Book a Demo

The best way to understand the potential for your practice that could be delivered by Promptr CRM is to see it in action.

You can use Promptr CRM for Law Firms free of charge for a three-month trial. By then, you will see the business development opportunities that start to emerge.

So, why not get in touch today for a demonstration?

You've nothing to lose and everything to gain, backed-up by our award-winning team of CRM specialists for professional services.

Arrange an informal chat today to discuss ramping up your Business Development.