SoOLEGAL C2RM is a hybrid CRM cum calendar management system for lawyers to manage client relationships, track matters & case hearing, schedule appointments and report on client, billing and case activities. This robust tool provides a comprehensive system that includes CRM, calendar management, case management, document management and integrated with SoOLEGAL MyFEE, the billing and invoicing e-payment system developed specifically for lawyers. C2RM is a result of nearly 7 years of in depth research and understanding of the legal profession, daily routine of lawyers across practices and courts, and overall requirements of the legal fraternity.

C2RM is an advanced, e-governance compliant, artificial intelligence powered tool that is driven by real-time analytics. The CRM component in C2RM is designed around a calendar interface, making it easy to use, simple, intuitive and practical. It is FREE for all registered lawyers of SoOLEGAL, and comes with the following basic features

Features:




Lawyer Workflow Automation

FREE Online Storage

E-mail & SMS Integration

Unlimited records

FREE Chat( Coming Soon )

FREE custom URL for lawyers

Launching soon! Client Portal for clients to access their case information.

Overall Features of C2RM are as follows:
  • Calendar management
    • - Schedule appointments
    • - Add next court hearing date
    • - Track client and court hearings in real time
    • - Share the court dates, upcoming court dates, court hearing log, next date of hearing with Clients and associates
  • Activity & task management
  • Schedule activities, tasks and track important deadlines
  • Notes
    • - Add notes / log to hearing
    • - Share with clients and peers and associates
  • Case Management
    • - One client, multiple cases - map multiple cases to a client
    • - Maintain client & case history
    • - Add a court date – record upcoming court hearing dates, court number, case number, opposing counsel details – and e-mail / SMS to client
    • - Record court case proceedings, persons appeared, documents presented etc
    • - Create minutes of meetings, enter call logs and send e-mail
  • E-mail Analytics
    • - Number of mails sent, bounced, opened, replied, deleted without opened
  • Centralized client database & contact management
  • Document and Records Management
    • - Upload case files, photo etc
    • - Create, search, retrieve, update case information
  • PDF conversion software for sending out your Legal Opinion/Consultation
  • Opinions & Legal Consultations
  • Expense Log in Hearing Log feature
  • Real-time synchronization between CRM, SL Calendar and SL Events for seamless calendar management of client appointments, court hearings, events and other important dates
  • Client home page ( coming soon )
  • Court Display Board - Cause List from over 100 courts in India
  • Dashboard alerts on upcoming activities
  • Options to boost client engagement
  • Mobile device ready
  • Social media integration
  • Event management
    • - Schedule event
    • - Online registration of participant
    • - Boost event announcement via e-mail/SMS